Full-Time

Insurance Sales Agent

Auto Club Group

Auto Club Group

Compensation Overview

$75k - $80k/yr

Punta Gorda, FL, USA

In Person

On-site at AAA branch in Port Charlotte; occasional travel to local events.

Category
Sales & Account Management (1)
Required Skills
Sales
Customer Service
Requirements
  • Active State Property & Casualty Insurance Sales license
  • Active State Life and Health Insurance Sales license, or obtain within 90 days of hire
  • Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
  • Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.
  • High School diploma or equivalent
  • 1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)
Responsibilities
  • Sales, Retention & Revenue Growth: Own the sale and ongoing service of ACG‑branded and brokered insurance products, memberships, and financial products within a high‑traffic ACG branch; uncover customer needs, generate new business, retain existing clients, grow ACG’s insurance portfolio, overcome objections, negotiate effectively, close sales, and meet or exceed individual sales targets and incentive plan expectations.
  • Insurance Reviews & Policy Execution: Conduct comprehensive insurance reviews to assess risk, identify coverage gaps, recommend appropriate solutions, and quote, bind, and issue policies in accordance with underwriting guidelines and regulatory requirements.
  • Customer Relationship Management: Build and maintain strong rapport with members and clients, respond to inquiries with professionalism and urgency, and support high customer satisfaction, loyalty, and trust in the AAA brand.
  • Prospecting, Community Engagement & Referrals: Actively engage in local branch and community events to prospect, expand referral networks, develop new business opportunities, and identify cross‑sell and referral opportunities into Travel and Financial Services to maximize overall member value.
Desired Qualifications
  • Insurance experience is helpful—but not required.
  • Sales Execution & Pipeline Management: Demonstrated ability to develop, manage, and close sales opportunities, including disciplined lead tracking, follow‑up, pipeline management, and accountability for achieving and exceeding performance goals.
  • Consultative Selling & Customer Discovery: Apply consultative selling techniques supported by deep product knowledge, strong listening skills, and the ability to quickly assess customer needs, identify coverage gaps, recommend appropriate solutions, and deliver tailored value.
  • Prospecting & Business Development: Proven ability to generate new opportunities through referrals, outbound activity, networking, and other business‑development efforts.
  • Communication & Customer Mindset: Excellent verbal and written communication skills with a strong customer‑first mindset and confidence in guiding sales conversations.
  • Sales Technology & Tools: Proficient in leveraging technology to support sales execution, including CRM platforms and Microsoft Office applications.

Company Size

N/A

Company Stage

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Total Funding

N/A

Headquarters

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Founded

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