Insurance Sales Agent I, Winter Park, FL
AAA-The Auto Club Group · Winter Park, FL · 6 days ago
On-siteBusiness Development$57k–$87k/yrFull-time
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.
Responsibilities
- 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.
- Meet and exceed individual sales targets and incentive plan expectations aligned with branch and company goals.
- 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
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
- Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.
Qualifications
- High School diploma or equivalent
- 1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)
- Insurance experience is helpful—but not required
- We provide training to help you get licensed and confident in the role
Skills
- 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
- Prowess 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
Benefits
- Reliable base pay plus performance incentives—earn more as you grow
- Full benefits including medical, dental, vision, and a 401(k) match up to 6%
- Time off that matters, with paid holidays, PTO, floating holidays, and CEO days
- Family-friendly benefits, including paid parental leave and adoption assistance
- Paid training and ongoing support so you feel confident and set up for success
Pay
- $5,000 Ramp-up Bonus: Additional income during onboarding and training period
- 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.
- Additional Supplemental pay, paid monthly, to support productivity during the first six months:
- Additional $200 per week during months 0–2
- Additional $150 per week during months 3–4
- Additional $100 per week during months 5–6
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