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Licensed Life Insurance Agent- Remote (59198)

Roles & Responsibilities

  • Licensed to sell life insurance
  • Experience in a call center environment
  • Strong communication skills
  • Ability to meet sales goals

Requirements:

  • Promote and sell life insurance products
  • Follow up on sales leads from various sources
  • Implement the entire sales process accurately
  • Document conversations with clients timely

Job description

Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?

At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.

Promotes and sells Life Insurance products in a call center environment. Works with prospective clients/members to determine insurance needs, perform underwriting analysis on prospects, follow policies and procedures to ensure accurate processing of all sales, achieve minimum required sales goals; and provides Five Diamond Service delivery during all communications.

What you will do:

  • Responsible for inbound and outbound phone sales of life insurance products including but not limited to Term Life, Whole Life, Universal Life and Guarantee Issue Whole Life working in a remote call center environment.
  • Timely follow up on all sales leads received from a variety of sources including internet, direct mail, advertising, and customer service.
  • Accurately implement the entire sales process i.e.: gathering all pertinent information to assess client’s needs, making appropriate product recommendations, providing accurate initial quotes, completing applications, and delivering all requirements to follow through to issued & paid status.
  • Meet monthly/quarterly sales goals and consistently meet established individual call activity, and production targets.
  • Document all conversations with clients accurately and in a timely manner.
  • Build strong and credible relationships, while delivering Five Diamond service during all conversations and transactions.
  • Develop familiarity with Insurance Agency policies and procedures; ensure members understand the application, payment, cancellation and endorsement policies and procedures
  • Work with New Business, Underwriting, and New Business Coordinator to resolve issues as needed
  • Stay up-to-date on industry trends, product knowledge, and competitive landscape

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