Life Insurance Sales Specialist at Manassas

Job Description

Schedule Required: 40 hour flex work schedule

Special Info:

Competencies: Primary Sales

PURPOSE:
Enhance Member Value through the sales and service of Life insurance products. Generate revenue for the AAA Insurance Sales to reduce the Clubs dependency on dues income.
Properly place new business Life insurance policies to support AAA Insurance Sales objectives, optimize profitability with AAA Life and maintain long-term relationships with Life Carriers.

ESSENTIAL FUNCTIONS: (80%)

At a minimum, devote 80% (eighty percent) of efforts to new business sales and/or retention of existing AAA Insurance business, based upon priority of responsibilities as assigned by management.
Solicit Life Insurance business, qualify applicants, counsel customers concerning Life Insurance needs, coverage and/or, quote life insurance rates, and accurately complete new life insurance applications.

Place customers in appropriate life products using the life companys and AAA Insurance Sales prescribed guidelines.

Successfully navigate required computer applications (Life carriers systems, MPS, CRM, carrier application, Intranet, contact management system.

Recognize and maintain fiduciary responsibility to collect down payments and premiums and to protect customers confidentiality and privacy in accordance with Club and regulatory requirements.

Execute and facilitate Insureds service requests, while anticipating account rounding and cross-selling opportunities.

OTHER JOB RESPONSIBILITIES: (20%)

Complete training and continued education and professional development programs, as required.

As approved by management, represent AAA Mid-Atlantic Insurance Sales in public forums to enhance networking and sales opportunities.

Support the sales and service of all Club products and benefits,

Complete related tasks and duties as directed by AAA Insurance Sales Management

Job Requirements

Associates degree or equivalent work experience/education

2 years of Life Insurancesales experience in an Insurance environment or related industry (e.g., financial services, banking, etc.) or equivalent

Life and Health licenses required within 90 days from hire date

Specialized skills acquired through job experience, training, and/or education

Interpret and/or analyze complex work situations

Works independently with only general guidance

Requires high level of tact and integrity

Continuous focus on development of own skills and knowledge


Country: USA, State: Virginia, City: Manassas, Company: AAA Mid Atlantic.