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Now Hiring - Life-Annuity Specialist (hybrid) in Worcester, MA

Life-Annuity Specialist (hybrid) in Worcester, MA

AAA Northeast
Base Salary Yes (amount not posted)
Total Comp: NA
Qualifications Years In Sales
Industry: Management and Consulting
Benefits: yes
Customer Size: all
Car Allowance: no
Sales Cycle: Short
Travel: none
Years Selling in Industry:
Education:
They Sell Membership Organizations
To Whom Management & Consulting
Location: Worcester, MA
3.8
Overview:
$3,000.00 sign-on bonus! Jump-start your career with AAA Northeast!

As a Life & Annuity Specialist, you will sell Life and Annuity products to members who contact us over the phone, online and in retail branches and generate new business through multiple lead sources. Our team enjoys fantastic benefits: best-in-class health plans, company matching 401(k), free AAA membership, vacation, holiday and sick pay, competitive salary, incentives and MORE!

This position is hybrid based on business need.
Responsibilities:
WHAT YOU WILL BE DOING:

Insurance Sales:
  • Sell all insurance products and services, meeting, or exceeding sales goals
  • Compile coverage and rating information; confirm insurer’s underwriting criteria, coverage, and premium data
  • Provide the member with product and premium proposals that best fit their needs
  • Demonstrate initiative to develop leads and prospects by responding to referrals in a timely manner
  • Participate in sales programs designed to develop insurance prospects; maintain prospect files in the Customer Relationship Management (CRM) system
Regulatory & Compliance:
  • Follow all agency processes and procedures
  • Work with Quality Assurance and Underwriting departments to minimize error and omission exposures
  • General knowledge of insurance practices, including the scope of an agent's authority
Member Service:
  • Provide AAA Five Diamond service to all current and prospective AAA Insurance clients.
  • Educate existing and prospective clients regarding life insurance and retirement planning options available, facilitating informed client decisions regarding personal, family and business financial security needs
  • Establish ongoing consultative relationships with clients ensuring their life insurance and retirement planning needs are periodically reviewed
  • Maintains partnerships with Life insurance company representatives and underwriters and works as a liaison between the client and the insurer in the event of a claim
  • Support AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients
Qualifications:
WHAT YOU NEED:
  • High School diploma or GED
  • 2 years sales experience; preferably 1-2 years in Life insurance sales
  • Valid Life Insurance License or necessary to obtain at time of hire
  • Exceptional communication skills, with a focus on relationship building and customer service
  • Ability to work well within a team environment; share knowledge and help other team members as needed
  • Work with a technology and digital-first mindset
  • Possess the data and analytical skills needed to assess a situation, make decisions, and apply insurance agency policies and procedures
  • Must be appointed as an Agent with AAA Life. Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated
AAA Northeast is driven by the diverse talents, skills, passions and expertise of our team. We’re continuously expanding and redefining our innovative products and services to create the best experiences for our members. 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.
AAA Northeast
Company Size
1001 to 5000 Employees
Founded
1902
They Sell
Membership Organizations
To Whom
Management & Consulting
Revenue
Unknown / Non-Applicable


AAA Northeast is currently hiring for 16 sales positions
AAA Northeast has openings in: MA, FL, & RI
The average salary at AAA Northeast is:

16 Yes (amount not posted)

AAA Northeast
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AAA Northeast

AAA Northeast is currently hiring for 16 sales positions
AAA Northeast has openings in: MA, FL, & RI
The average salary at AAA Northeast is:

16 Yes (amount not posted)