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Life Insurance Sales Professional
2 months ago
The Auto Club Group is seeking a highly skilled Life Insurance Sales Professional to join our team. As a Life Insurance Specialist, you will be responsible for generating new sales, retaining existing members, and growing our overall book of business through our multiple product offerings.
Key Responsibilities- Develop leads and prospects for the purpose of conducting fact-finding interviews to determine needs for coverage
- Prepare proposals, and conduct closing interviews for Life and Health Insurance sales
- Complete appropriate applications and forms and follows internal processing procedures to ensure transactions are handled in accordance with company policies and practices
- Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities, and take advantage of cross-sell opportunities
- Assist Underwriting and Brokerage Departments in satisfying requirements
- Respond to customer inquiries and problems and ensure sound-sales practices are used
- Prepare reports documenting prospecting and sales activities and maintains specified production standards and persistency levels for Life and Health insurance
- Active Life license
- Valid driver's license
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
- 2+ years' experience with a proven record of successfully soliciting and selling life insurance products
- Track record of success with meeting and/or exceeding sales goals
- Strong sales skills with a history of effectively developing, tracking, following up on, and closing leads
- Advanced consultative selling techniques utilizing thorough product knowledge
- Strong phone sales and prospecting skills
- Excellent verbal and written communication skills combined with strong customer focus
- Ability to provide a high level of member-focused service
- Work independently with minimal supervision
- Knowledge of Life & Annuity products and services
- Frequent (up to 80% of work time) travel required with exposure to road hazards and temperature extremes
- May visit clients at their residence, place of work, at the branch office, or at other business locations