Life Sales Agent
AAA Life Insurance Company
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Promotes the sale of AAA Life Insurance products in a call-center environment.
- Recognizes and promotes cross-sell and up-sell opportunities in an effort to achieve specific sales production expectations.
- Completes appropriate applications and forms as necessary.
- Follows internal processing procedures to assure that transactions are handled in accordance with company policies and procedures.
- Provides advanced technical and product information in response to customers’ inquiries to ensure achievement of established quality/sales goals with the end result to promote the sale of all AAA Life products.
- Achieve established sales goals and other performance expectations as defined by management.
- Successfully complete appropriate training relative to all AAA Life products and services.
- Perform other job duties as assigned or required.
Requirements
- High School degree or equivalent required; some college coursework preferred.
- Minimum 2 or more years of sales and/or customer service experience required; at least one year in the insurance and/or financial services preferred.
- Current license to sell life insurance
- Proven track record of providing a high level of customer-focused services.
- Strong knowledge of MS Office and web related products
- Ability to enter information on various screens using a PC Keyboard
- Managing and navigating multiple sources of information and applying as needed
- Work extended/irregular hours to include weekends/holidays
- Strong inter-personal skills
- Strong verbal and written communication skills, including the ability to explain complex issues to a range of audiences
- Ability to work in a team environment
Benefits
- Medical, Dental, Vision, Life and Disability coverage available day one
- Pension Plan
- Performance-based incentive plan
- 401k available with a Company match
- Holidays and Paid Time Off
- AAA Basic Membership
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales experiencecustomer service experiencelife insurance knowledgefinancial services knowledgeapplication processingcross-sellingup-sellingPC keyboard proficiencyinformation management
Soft skills
customer-focused serviceinterpersonal skillsverbal communicationwritten communicationteamworkproblem-solving
Certifications
life insurance license