3 дня назад
Life Sales-Strategic Accounts (Life Insurance)
114 600 - 133 700$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Life Sales-Strategic Accounts (Life Insurance): Supporting AAA-appointed independent agents by developing sales pipelines, quoting life and annuity business, managing cases, and driving Life, Health, and Annuity sales growth with an accent on consultative selling, agency partnerships, and compliance. Focus on prospecting strategic accounts, using Salesforce to manage referrals and workflows, and advising clients on the financial, tax, estate, and legal impacts of insurance products.
Location: Remote within the United States, with travel to various states up to 50%, expected to decrease to 25%.
Salary: $114,600–$133,700 per year.
Company
provides insurance, financial services, travel, roadside assistance, and membership offerings through AAA and affiliated brands across the United States.
What you will do
- Build trusted relationships with AAA-appointed Independent Agency Principals and support strategic sales planning.
- Generate leads and prospect agency books of business through calls, referrals, networking, mailings, website inquiries, and seminars.
- Quote life and annuity business, manage cases, and support agency Life sales goal attainment.
- Use Salesforce to manage referrals, document sales and service activity, and maintain end-to-end workflows.
- Collaborate on agency visits and marketing events while providing consultative guidance on Life, Health, and Annuity products.
- Follow ACG and AAA Life compliance standards and provide minor training or important product updates to Independent Agents.
Requirements
- At least two years of experience successfully soliciting and selling life insurance products to Independent Agency clients.
- High school diploma or equivalent.
- Life and Health insurance licenses required to sell products.
- Valid driver's license and ability to safely operate a motor vehicle for business travel.
- Strong knowledge of Life Insurance and Annuity products, consultative sales, prospecting, relationship management, and compliance.
- Ability to work independently, use Microsoft Office, manage Salesforce activity, and work occasional evenings and weekends.
Nice to have
- College-level coursework.
- LUTCF, ChFC, CFP, COU, FSCP, or other professional designations from the American College of Financial Services.
- Knowledge of ACG products and systems for policy sales and quoting.
Culture & Benefits
- Remote home-office work for day-to-day operations, subject to the ACG Flex Work policy.
- Medical, prescription, dental, vision, HSA, FSA, and Employee Assistance Program benefits.
- Company-paid basic life insurance, disability coverage, and optional supplemental insurance.
- 401(k) with company matching and additional company contributions.
- Paid time off, company holidays, mental health and volunteer days, and parental, bereavement, jury duty, and military leave.
- Tuition assistance, professional certification reimbursement, AAA membership, roadside assistance, travel discounts, and adoption assistance.
Hiring process
- Employment is subject to a background check and drug screen.
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