Insurance Sales Agent (Branch, Base + Incentive Opportunity)

Job Responsibilities

• 40% New Premium: Actively sell relevant insurance products and services during all appropriate interactions. Responsible for effectively closing sales and meeting overall monthly and annual scorecard goals.
• 20% Multiline: Proactively recommend bundled insurance policies such as Auto with Home, Renters, Umbrella, etc. to grow book of business & meet the defined goals/targets.
• 15% CSAA Premiums: Actively promote and sell CSAA products by leveraging in-depth knowledge of their offerings. Build strong relationships with clients to understand their needs and recommend suitable products, ensuring alignment with client requirements and company objectives.
• 15% Quality: Ensure all insurance applications, policy documents, and client records are completed accurately and in compliance with industry regulations & company standards. Regularly audit work to identify & correct errors and stay updated on changes in insurance laws & guidelines to ensure all documentation reflects current requirements.
• 10% New Members: Offer a Club focused sales approach & continuously promote all Club products/services. Effectively sell AAA memberships to meet/exceed outlined expectations.

Job Specific Requirements

• Responsible to obtain and maintain the required license or certification in an active status
• Able to display working knowledge of carrier offerings, processes, and requirements
• Able to work evenings, weekends, & events as required by business need/Leadership directive
• Working knowledge of computer software and ability to effectively navigate multiple systems
• Must be able to resolve problems and work under pressure to diffuse member concerns
• Work under pressure during periods of high volume
• Must be able to multitask in various areas of insurance sales and service

Physical Requirements

• Ability to perform routine office tasks that includes operating a computer for long periods of time, sitting, filing and communicating on the phone
• Ability to perform all physical functions consistent with travel including sitting in airplanes and driving for long periods of time
• Must be able to lift, carry, push, pull a maximum of 30 lbs

Pay

$43,680 – 47,840 base rate + $15,000 - $20,000+ of commission opportunity (based on performance) in 1st year

Schedule

Typical First Year On-Track Earnings (OTE): For Performing Advisors: $60,000 - $65,000/year