Life Region 5 - Life Insurance Agent Specialist Trainee - AAA - Palm Springs, CA

Duties and responsibilities will include:

• Handling inbound/outbound calls and answering questions from members interested in life insurance and financial products.
  


• Quoting and preparing life insurance policies.
  


• Preparing changes to life insurance policies including; change of beneficiary, change of ownership and upgrade in amount or type of policy.
  


• Assisting clients in processing claims.
  


• Arranging appointments with members and prospective members regarding life insurance and financial products.
  


• Participating in community and business activities and events to prospect for potential membership and insurance sales opportunities.
  


• Utilizing a variety of methods in performing research leading to the establishment of high potential prospects for AAA products. These methods include direct mail, referral systems, associate cross-selling, partnership sharing, prospect purchases, etc.
  


• Contacting and qualifying prospective members and explaining features and benefits of life insurance policies offered, suggesting amount and type of coverage based on analysis of prospect’s circumstances.
  


• Calculating and quoting premium rates for specific policies.
  


• Anticipating future needs and calling on established clients to renew and upgrade accounts.
  


• Developing long-term relationships.
  


• Establishing programs designed to retain existing member clients, trigger advance follow-up periods and regaining business that has lapsed.
  


• Complete Continuing Education requirements for licenses.
  

Benefits May Include:

• Pension plan
  


• 401(k) eligibility and matching
  


• Continued license sponsorship
  


• Paid Vacation/Holidays
  


• Health and welfare benefits
  


• Career Advancement
  


• Employee credit union
  


• Insurance premium reductions
  


• Travel and entertainment discounts
  


• Continuous training opportunities via the Auto Club University
  

Qualifications

• 2+ years of current life insurance sales experience
  


• BA/BS degree a plus.
  

A qualified candidate will also have excellent communication and interpersonal skills, competitive sales drive and a commitment to maintaining superior member relationships; proficiency utilizing computer hardware and software systems. Valid California drivers license, a good driving record and a current California Life license. Work days include some evenings, weekends and holidays.

Job

:

Life Sales

Primary Location

:

California-Palm Springs (CA)

Schedule

:

Full-time

Organization

:

REGION 5 LIFE (02755.05.1006)