Life Insurance Specialist

AAA

Field Life Agent role focused on selling life, health, and financial services insurance products. Collaborate with branch partners to develop leads and maximize referrals while maintaining customer satisfaction and achieving sales goals.

Posted 7/21/2026full-timeNorth Riverside • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $31,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in soliciting and selling Life and Health insurance products, with a strong focus on customer engagement, lead generation, and achieving sales goals. Maintains compliance with state licensing requirements and internal processing procedures.

Highest-signal resume keywords

Active State Life LicenseLife and Health Insurance SalesLead GenerationSales Goal AchievementCustomer Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Life Insurance SalesHealth Insurance SalesAnnuity SalesProposal PreparationSales TechniquesMarketing TechniquesCross-SellingSales ReportingCustomer Problem ResolutionApplication Processing

Soft Skills

Customer EngagementCollaborationNetworkingCommunicationProblem-Solving

Certifications & Qualifications

LUTC CourseworkCLU Coursework

Industry Keywords

Life InsuranceHealth InsuranceAnnuity ProductsFinancial ServicesAuto Club Group Membership

About the role

Key responsibilities & impact

Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location.
Develop leads and prospects for new accounts through marketing activities such as phone calls, mailings, referrals, networking, website inquiries, and seminars.
Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products.
Achieve established sales goals.
Maintain thorough knowledge of product features, marketing techniques, and sales techniques.
Use sound sales practices when working with customers.
Respond to customer inquiries and problems.
Build sales opportunities through customer engagement and follow-up.
Complete appropriate applications and forms.
Follow internal processing procedures to ensure transactions comply with company policies and practices.
Prepare reports documenting prospecting and sales activities.
Maintain specified production standards and persistency levels for required products.
Work collaboratively with others in the Branch to reach business goals.
Maximize leads, sales opportunities, and cross-sell opportunities.
Assist Underwriting and Brokerage Departments in satisfying requirements.

Requirements

What you’ll need

Active valid State Life license
Ability to take and pass LUTC or CLU coursework
Maintain Life and Health licenses required to sell products
Possession of a valid State driver’s license
Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
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

Benefits

Comp & perks

Health & Wellness Medical plans with multiple coverage options, including HSA eligibility.
Prescription drug coverage.
Dental and vision benefits.
Employee Assistance Program (confidential support services).
Financial Protection & Insurance Company-paid basic life insurance.
Optional supplemental life insurance and dependent coverage.
Short-term and long-term disability coverage.
Critical illness, accident, and pet insurance options.
Retirement & Savings 401(k) plan to support long-term financial goals.
3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax.
Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting.
Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service.
Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options.
Time Off & Leave Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment.
Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements.
Paid Holidays Full-time employees are eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day.
Paid leave programs, including parental, bereavement, jury duty, and military leave.
Career Growth & Education Tuition assistance (up to $5,250 annually; 80% covered by ACG).
Professional certification support with 100% reimbursement for eligible programs.
Additional Perks Complimentary AAA membership with roadside assistance and travel discounts.
Adoption assistance program.