Insurance Sales Agent I-Bradenton, FL
About the role
Own the sale and ongoing service of ACG-branded and brokered insurance products, memberships, and financial products within a high-traffic ACG branch. Leverage proven sales methodologies and insurance expertise to uncover customer needs, generate new business, retain existing clients, and grow ACG's insurance portfolio. Consistently overcome objections, negotiate effectively, and close sales while maintaining long-term client relationships. Drive performance by meeting and exceeding individual sales targets and incentive plan expectations aligned with branch and company goals.
Responsibilities
- Conduct comprehensive insurance reviews to assess risk, identify coverage gaps, and recommend appropriate solutions; quote, bind, and issue policies in accordance with underwriting guidelines and regulatory requirements.
- Actively engage in local branch and community events to prospect, expand referral networks, and develop new business opportunities.
- Build and maintain strong rapport with members and clients to ensure high customer satisfaction, loyalty, and trust in the AAA brand.
- Respond to customer inquiries with a high level of professionalism and urgency across insurance, membership, and financial products.
- Identify and execute cross-sell and referral opportunities into Travel and Financial Services lines of business to maximize overall member value.
Requirements
- Active State Property & Casualty Insurance Sales license
- Active State Life and Health Insurance Sales license, or obtain within 90 days of hire
- Obtain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
- High school diploma or equivalent
- 1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)
Qualifications
- Demonstrated ability to develop, manage, and close sales opportunities, including disciplined lead tracking, follow-up, and pipeline management.
- Apply consultative selling techniques supported by deep product knowledge to deliver tailored solutions and drive customer value.
- Pioneered prospecting and business-development skills, including generating new opportunities through referrals, outbound activity, and networking.
- Excellent verbal and written communication skills with a strong customer-first mindset and confidence in guiding sales conversations.
- Results-driven with clear ambition, motivation, and accountability for achieving and exceeding performance goals.
- Proficient in leveraging technology to support sales execution, including CRM platforms and Microsoft Office applications.
- Strong listening and discovery skills with the ability to quickly assess customer needs, identify coverage gaps, and recommend appropriate solutions.
Skills
- Customer service skills
- Insurance sales experience
- Proven sales and business development skills
- Effective communication and negotiation skills
- CRM proficiency
Benefits
- Medical, dental, and vision coverage
- 401(k) with company match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO)
- Company paid holidays, CEO days
- Tuition reimbursement
- Employee discounts, perks, and rewards
Pay
Base pay, non-exempt, plus performance-based incentives, allowing high performers to significantly increase overall earnings. Average annual earnings range: $57,000–$87,000+, based on performance and sales results.
Schedule
Work in a temperature-controlled AAA branch location. Ability to work varied hours, including possible weekends. Some travel to local events may be required.