Life Sales Agent

AAA

Life Sales Agent presenting and selling life insurance policies to new and existing members. Conducting needs assessments and ensuring compliance while delivering exceptional service.

Posted 6/16/2026full-timeAlhambra • California • 🇺🇸 United StatesJunior💰 $86,200 - $105,300 per yearWebsite

About the role

Key responsibilities & impact

Market life insurance policies to potential and existing members in a high-volume, low-pressure sales setting.
Conduct a comprehensive needs assessment to understand members' financial goals and risk tolerance.
Provide clear and concise information on policy options, benefits, and costs.
Help members complete the necessary paperwork and ensure all documents are accurate and comply with industry regulations.
Develop robust working relationships with Property and Casualty Sales Partners, offering life sales support and training on lead development and identification to staff who interact with our members and insureds, whether in person or over the phone.
Identify and develop potential sales lists from referrals and leads shared by Property and Casualty Sales Partners.
Reach out promptly to all leads to address inquiries from members/insured individuals, such as providing policy quotes, assessing current coverages, comprehensive needs assessments, and overseeing existing policies.
Identify cross-sell opportunities based on members’ product needs and service requests.
Enhance member relationships by diversifying use of products and services.
Provide sales leads to insurance, travel and other departments as appropriate.
Deliver legendary service by promptly and professionally addressing inquiries and resolving issues, while maintaining regular follow-up to ensure high satisfaction and retention.
Provide service to Club members and insureds in person, by telephone, e-mail, fax, or through correspondence.
Process insurance and membership changes for existing insurance policies and/or membership records.
Compile and complete accurate documentation for all transactions.
Develop individual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships.
Review plan objectives and reassess strategies to align performance relative to annual sales goals.
Ensure compliance with ACE and AAA Life and regulations, as well as external regulations.
Interact with staff from ACE Life Operations and AAA Life Insurance Company regarding underwriting and policy services issues.

Requirements

What you’ll need

Bachelors Equivalent combination of education and experience
Preferred 1-3 years Insurance Sales or Sales Experience
Preferred Moderate proficiency in Microsoft Word and Excel.
Advanced interpersonal skills required.
Highly competitive and persistent nature strongly desired.
Must maintain current knowledge of Life Insurance products and policy provisions.
Life Insurance License, valid in selling state - Issued by State within 30 Days Required
Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State Required
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Enterprises Membership and Life Insurance products within 30 Days Required
Must maintain all continuing education requirements to maintain license within 30 Days Required

Benefits

Comp & perks

Health coverage for medical, dental, vision
401(K) saving plans with company match AND Pension
Tuition assistance
Floating holidays and PTO for community volunteer programs
Paid parental leave
Wellness programs
Employee discounts (membership, insurance, travel, entertainment, services and more!)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance salesneeds assessmentpolicy quotescross-sellingdocumentation accuracybusiness planningcustomer relationship managementsales lead developmentcompliancefinancial goal assessment

Soft Skills

interpersonal skillscommunicationcustomer serviceproblem-solvingpersistencerelationship buildingteam collaborationorganizational skillsfollow-upcompetitive nature

Certifications

Life Insurance Licensevalid Driver's License