Life Insurance Specialist - Northern Florida

About the role

The Auto Club Group (ACG) is seeking a Field Life Agent to join our team. This position involves outside sales activities and focuses on driving new business with competitive products, specifically Life & Health insurance and Annuity products.

Responsibilities

• Solicit and sell Life & Health insurance and Annuity products under minimal supervision.
• Develop leads and prospects for new accounts through various marketing activities.
• Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products.
• Complete appropriate applications, forms, and follow internal processing procedures to ensure transactions are handled in accordance with company policies and practices.
• Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities, and take advantage of cross-sell opportunities.
• Absorb and reflect customer insurance requirements consistent with company standards when writing policies.
• Assess and articulate the tax and legal impacts the products have on Members to customers.
• Represent ACG Life in a professional and positive manner.
• Perform mathematical calculations to determine premiums and values of Life insurance and financial products.
• Work independently with minimal supervision.
• Operate a motor vehicle safely to travel to various locations for meetings or community events.
• Compose routine correspondence using proficient writing skills.

Requirements

• Valid State Life Sales licenses.
• Ability to take and pass LUTC or CLU coursework.
• Maintain Life and Health licenses required to sell products.
• Valid State driver’s license.
• Qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.

Qualifications

• High School diploma or equivalent.
• Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products.
• Experience selling intangible products.
• Successful candidates will possess strong working knowledge of Life Insurance and Annuity products and services.
• Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads.
• Good PC skills including working knowledge of word processing, spreadsheet, presentation, and email.

Skills

• Strong working knowledge of Life Insurance and Annuity products and services.
• Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive Member experience.
• Effectively communicate complex information with prospective clients in a clear manner.
• Prepare proposals and conduct closing interviews to sell Life and Annuity products.
• Assess and reflect customer insurance requirements consistent with company standards when writing policies.
• Understand and can articulate to customers the tax and legal impacts the products have on Members.
• Strong organization, planning, time management and administrative skills.
• Represent ACG Life in a professional and positive manner.
• Safely operate a motor vehicle to travel to various locations to attend meetings or community events.
• Proficient writing skills to compose routine correspondence.

Benefits

ACG offers excellent and comprehensive benefits packages, including medical, dental, and vision benefits, a 401(k) match, paid parental leave and adoption assistance, paid time off (PTO), company-paid holidays, CEO days, and floating holidays, a paid volunteer day annually, tuition assistance program, professional certification reimbursement program, and other professional development opportunities. Additionally, ACG provides AAA Membership Discounts, perks, and rewards.

Pay

Annual Base Pay: $29,000 (non-exempt, eligible for overtime)

Schedule

Works in a temperature-controlled office environment. Limited travel required for community events, with exposure to road hazards and temperature extremes.