Life Insurance Agent Job at AAA Northern California, Nevada & Utah, Berkeley, CA

ZEdlWGVjZmNlV0ZHYTBRL2RzSUxmdkhaRkE9PQ==
  • AAA Northern California, Nevada & Utah
  • Berkeley, CA

Job Description

At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work. 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.

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
  • Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
  • Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
  • Demonstrated skills in prospecting and lead generation abilities (preferred)
  • Bilingual communication skills (preferred)

Education & Experience/Licenses & Certification

  • High School Diploma or GED
  • Valid Automobile Operator's License
  • Active State Resident Life Insurance License
  • Bachelor's degree in related area or an equivalent combination of education and experience
  • (preferred)
  • 1+ years experience in Life Insurance and/or Annuity Sales (preferred)
  • CLU, ChFC and/or LUTCF Designations (preferred)

Work Environment/Physical Requirements

Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.

Uncapped commission!

$16/hour non-recoverable draw on commission + incentive

Job Tags

Similar Jobs

The Well Recruiting Solutions

Senior Tax Manager Job at The Well Recruiting Solutions

 ...Senior Tax Manager/ Partner Track Bloomington or West Saint Paul, MN Where: A growing...  ...both individual and corporate tax return preparation, as well as bookkeeping experience....  ...lives, and significantly increase their income. Since our founding, The Well has expanded... 

Salem Medical

Medical Assistant (CMA or RMA) Job at Salem Medical

Permanent CMA/RMA needed with a Triad North Carolina Group Practice . Prior experience a Must...2 to 5 years preferred. Will work directly with Patients in rooming, updates, referrals, labs and assist with exams/treatment. Long term goal, Practice would like someone that... 

Metro Meals on Wheels

Cov Kws Tshaj Lij Muab Kev Pab Job at Metro Meals on Wheels

Txoj Hauj Lwm Npe: Cov Kws Tshaj Lij Muab Kev PabCov Lus Qhia Ua Haujlwm: Tus Kws Tshaj Lij Muab Tus Thawj Coj muaj lub luag haujlwm saib xyuas thiab ua haujlwm tshwj xeeb rau cov khoom noj rau Metro Cov Khoom Noj ntawm Cov Log.Tus Kws Lis Haujlwm (Administrative Specialist...

Aspyre Agency

Junior Marketing Representative Job at Aspyre Agency

** This position is fully on-site at our East Brunswick office. Local candidates encouraged to apply.** At Aspyre Agency, we are...  ...Were expanding our team and seeking a passionate and driven Entry-Level Junior Marketing Representative to join us. This is a fantastic... 

Ryebread Architects

Project Architect Job at Ryebread Architects

 ...providing a positive office environment, hybrid work options, mentoring, health/disability...  ...Clients: recent works include a funeral home, design/build contractors, sanctuary renovations...  ...involved in all phases of our projects: Survey, Schematic Design, Design Development,...