Life Insurance Agent

AAA Northern California, Nevada & Utah
Helena, MT
Category Sales
Job Description
As a Life Insurance Agent, you will maximize life insurance market penetration, identify sales opportunities, and provide support and training to frontline employees. You will also develop annual business plans and ensure compliance with regulations.

Requirements

  • Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities
  • Maintains high quality production and persistency standards to assure profitable growth
  • Identifies and develops sales opportunities within the community
  • Follows company approved sales process in the completion of required financial, activity and sales reporting
  • Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/insureds
  • Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team
  • Stays well-informed of changes and developments in policy and/or external practices
  • Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate
  • Keeps current in industry; maintains continuing education for licensure
  • Develops annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities
  • Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals
  • Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations

Benefits

  • Great Pay
  • 401k Matching
  • Benefits – Medical, Dental, Vision, wellness program and more!
  • Paid Holidays
  • Paid Time Off
  • Free AAA Classic Membership
  • AAA Product Discounts
  • Tuition Reimbursement Program
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