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Life Insurance Agent

Company: AAA Northern California, Nevada & Utah
Location: Mountain View
Posted on: September 15, 2019

Job Description:

Job Description We're one of the largest Membership organizations in the country, but we're so much more than our legendary roadside service. We call our club's vision, mission, values, and supporting pillars 'Our House' because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. We're community minded, and celebrate the growth, development and successes of our diverse Team Members. Essential Functions 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. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance. 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, including new business life sales, quality standards, as well as building outstanding customer relationships. 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 Knowledge/Skills/Abilities Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance Agents Computer skills in basic software applications, and navigating business applications specific to life insurance We're one of the largest Membership organizations in the country, but we're so much more than our legendary roadside service. We call our club's vision, mission, values, and supporting pillars 'Our House' because they are the foundation for all that we do. We're working to transform AAA for the next century with a mission to create Members for life by unleashing the innovative spirit of our Team Members. We're community minded, and celebrate the growth, development and successes of our diverse Team Members. Essential Functions 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. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance. 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, including new business life sales, quality standards, as well as building outstanding customer relationships. 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 Knowledge/Skills/Abilities Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively Ability by Jobble

Keywords: AAA Northern California, Nevada & Utah, San Francisco , Life Insurance Agent, Sales , Mountain View, California

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