Full-Time

Life Insurance Specialist

Auto Club Group

Auto Club Group

AAA membership and travel services

Compensation Overview

$75k - $100k/yr

Sarasota, FL, USA

In Person

Limited travel is required for community events.

Bachelor's

Category
Insurance (1)
Required Skills
Sales
Lead Generation
Computer Networking
Marketing
Customer Service
Requirements
  • An active, valid state life insurance license is required.
  • The candidate must be able to take and pass Life Underwriter Training Council or Chartered Life Underwriter coursework.
  • The candidate must maintain the life and health licenses required to sell products.
  • The candidate must possess a valid state driver's license.
  • The candidate must qualify for, obtain, and maintain all applicable state licenses and appointments required for selling or servicing Auto Club Group membership products.
  • A high school diploma or equivalent is required.
  • At least two years of experience successfully soliciting and selling life insurance products is required.
  • Experience selling intangible products is required.
  • The candidate must be able and willing to work irregular hours, including evenings and weekends.
  • The candidate must be able to perform the essential duties, with reasonable accommodations available where needed.
  • Employment requires consent to a background and drug screen based on the position's requirements.
  • Regular and reliable attendance is essential.
Responsibilities
  • Solicit and sell life and health insurance and annuity products under minimal supervision, primarily within the Auto Club Group branch location.
  • Develop leads and prospects for new accounts through phone calls, mailings, referrals, networking, website inquiries, and seminars.
  • Prepare proposals and close sales of life, health, annuity, membership, and financial services products.
  • Achieve established sales goals.
  • Maintain thorough knowledge of product features, marketing techniques, and sales techniques.
  • Use sound sales practices when working with customers.
  • Respond to customer inquiries and problems.
  • Build sales opportunities through customer engagement and follow-up.
  • Complete appropriate applications and forms.
  • Follow internal processing procedures to ensure transactions comply with company policies and practices.
  • Prepare reports documenting prospecting and sales activities.
  • Maintain specified production standards and persistency levels for required products.
  • Work collaboratively with others in the branch to reach business goals.
  • Maximize leads, sales opportunities, and cross-selling opportunities.
  • Assist the Underwriting and Brokerage Departments in satisfying requirements.
  • Travel for community events when required.

Auto Club Group is a regional AAA club providing membership, mobility, insurance, and travel services. The organization offers roadside assistance, insurance, travel planning, discounts, driver services, banking relationships, and member support. It serves AAA members, drivers, travelers, policyholders, families, and communities across its operating states. Its operating model centers on member services delivered through branches, contact centers, roadside networks, digital platforms, insurance operations, and partner channels. Teams work across roadside service, insurance, travel, customer support, sales, technology, finance, and operations. Teams support coordinated daily delivery.

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Founded

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