Insurance Sales Agent - Madison
AAA-The Auto Club Group · Madison, Wisconsin, United States · 5 days ago
Sales$57k–$87k/yrFull-time
About the role
A full-time position with the opportunity to earn a $5,000 sign-on bonus for new hires. The role offers a stable sales career with real benefits, including medical, dental, vision, and a 401(k) match up to 6%. The position also includes paid parental leave and adoption assistance, and a paid volunteer day annually.
Responsibilities
- 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.
- 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.
- 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 or the ability to obtain before hire.
- Active State Life and Health Insurance Sales license, or obtain within 30 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.
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.
- Prominent 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.
Benefits
- Medical, dental, and vision coverage.
- 401(k) with company match up to 6%.
- Paid parental leave and adoption assistance.
- Paid Time Off (PTO).
- Company paid holidays, CEO days, and floating holidays.
- Company-sponsored Bachelor’s, Master’s, and Ph.D. Degree Programs.
- Tuition reimbursement.
- Career growth opportunities: Life & Annuity Specialist, Travel Agent, Performance Coach, Assistant Retail Sales Leader, Retail Sales Leader, and Membership Development Specialist.
- Paid volunteer day annually.
- Employee discounts, perks, and rewards.
Schedule & Environment
- Monday – Friday 8:30 AM – 5:30 PM.
- 40 hours per week, scheduled one hour for lunch.
- Work in a temperature-controlled AAA branch location.
- Occasional travel to branch or community events.