Life and Annuity Agent - PIPELINE - Wisconsin

A career at The Auto Club Group (ACG) can be satisfying, exciting and rewarding. By aligning your professional development with our business objectives, ACG can help you attain your career goals — and make a difference. Get started by choosing the career that’s right for you.

Madison, WI

The Auto Club Group

<p><em>&ldquo;AAA was founded over 100 years ago for the purpose of lobbying for driver and passenger rights, fair laws and safer vehicles &mdash; all to better promote the love of the open road and the adventure of driving. Since then, AAA has grown to over 60 million members strong, while providing valuable membership services such as roadside assistance. Additionally, AAA has broadened its horizons to include all types of travel-related services, as well as offer a variety of insurance and financial products and services.</em></p> <p><em>Today&rsquo;s AAA is a national federation comprised of 30 clubs throughout the United States and Canada. Whether you&rsquo;re traveling around the world or to the corner grocery store, planning a honeymoon or weekend road trip, learning to drive or in need of a battery boost, the best way to begin your journey is with AAA.&rdquo;</em></p>

keywords: about acg,compensation,develop,preferred qualifications,prepare & underwrite,solicit & sales,learning,license,communication,required qualifications,ability to do

Full Time

Competitive Compensation and Benefits Package

Overview: <strong>About ACG</strong><br /> <p>AAA - The Auto Club Group (ACG) is the second largest AAA club in North America, serving more than 14 million members across 14 U.S. states, the province of Quebec, Puerto Rico, and the U.S. Virgin Islands.</p> <p>For over 100 years, AAA has provided safety, security, and peace of mind. ACG advances AAA&rsquo;s mission by providing a full suite of products and services to millions of AAA Members, from roadside assistance to insurance to travel support. We pride ourselves on always being there when you need us, delivering the highest level of customer service and value to each and every member. We seek to be a trusted ally&mdash;on the road and throughout life&rsquo;s journey.</p> <p class="p1"><strong>Compensation</strong></p> <p>The Auto Club Group offers a competitive compensation and benefits packages including a base salary with performance-based incentives; medical/dental/vision insurance, 401(k), generous time off, a complimentary AAA Membership and much more!</p>
Responsibilities: <strong>Job Description</strong> <p><span style="font-family: Arial;"><u>What we provide</u>:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></p> <ul> <li> <p><span style="font-family: Arial;">Base salary with monthly performance based commissions</span></p> </li> <li> <p><span style="font-family: Arial;">Medical, dental, and vision benefits</span></p> </li> <li> <p><span style="font-family: Arial;">Company paid Retirement Savings Plan</span></p> </li> <li> <p><span style="font-family: Arial;">Matching 401(k) plan</span></p> </li> <li> <div><span style="font-family: Arial;">Paid Time Off</span></div> </li> <li> <div><span style="font-family: Arial;">Holiday Pay</span></div> </li> <li> <p><span style="font-family: Arial;">Complimentary AAA Membership</span></p> </li> <li> <p><span style="font-family: Arial;">Career Progression into Training and Sales Management positions</span></p> </li> </ul> <br />AAA is one of the most recognizable brands in the country and, we are looking to expand.&nbsp; We are searching for Life and Annuity Agents who are looking for MORE out of their career.&nbsp; A sales career with AAA is much more than just selling products, it is the chance to do more by helping people protect what is important to them.<br /><br /> <p><strong><u><span style="font-family: Arial;">Primary Duties and Responsibilities:</span></u></strong></p> <ul> <li><span style="font-family: Arial;">Solicit and sell Life and Annuity products under minimal supervision.&nbsp; </span></li> <li><span style="font-family: Arial;">Learn various product features and marketing and sales techniques necessary to perform duties.&nbsp; </span></li> <li><span style="font-family: Arial;">Develop lead and prospect new accounts through various marketing activities (mailings, referrals, networking, website,, seminars, etc.)&nbsp; </span></li> <li><span style="font-family: Arial;">Successfully complete commission validation program.&nbsp; </span></li> <li><span style="font-family: Arial;">Develop lead and prospect for the purpose of conducting fact finding interviews to determine needs for coverage. </span></li> <li><span style="font-family: Arial;">Prepare proposals, and conduct closing interviews for Life and Health Insurance sales.&nbsp; </span></li> <li><span style="font-family: Arial;">Complete appropriate applications and forms and follows internal processing procedures to ensure transactions are handled in accordance with company policies and practices.&nbsp;&nbsp; </span></li> <li><span style="font-family: Arial;">Assist Underwriting and Brokerage Departments in satisfying requirements.&nbsp; </span></li> <li><span style="font-family: Arial;">Respond to customer inquiries and problems and ensure sound-sales practices are used.&nbsp; </span></li> <li><span style="font-family: Arial;">Prepare reports documenting prospecting and sales activities and maintains specified production standards and persistency levels for Life and Health insurance.&nbsp; </span></li> <li><span style="font-family: Arial;">Obtain and maintain Life and Health licenses required to sell products.&nbsp;&nbsp;</span></li> </ul> <br /><strong><u><span style="font-family: Arial;">Preferred Qualifications:</span></u></strong><br /><br /> <ul> <li> <p><span style="font-family: Arial;">Strong communication and relationship building skills</span></p> </li> <li> <p><span style="font-family: Arial;">Ability to provide a high level of member-focused service</span></p> </li> <li> <p><span style="font-family: Arial;">Work independently with minimal supervision</span></p> </li> <li> <p><span style="font-family: Arial;">Being able to connect with current and potential members to analyze insurance needs and determine appropriate levels of coverage</span></p> </li> <li> <p><span style="font-family: Arial;">LUTC or CLU coursework</span></p> </li> </ul>
Requirements: <p><strong>Qualifications</strong></p> <p><strong><u><span style="font-family: Helvetica; font-size: medium;">Required Qualifications:</span></u></strong></p> <ul type="disc"> <li><span style="font-family: Helvetica;">Track record of success demonstrating a minimum of $50,000 in Life/Annuity commissions within the last 12 months</span></li> <li> <p><span style="font-family: Helvetica;">Possession of valid State Life Sales license&nbsp;</span></p> </li> <li> <p><span style="font-family: Helvetica;">Possession of a valid State driver&rsquo;s license</span></p> </li> <li> <p><span style="font-family: Helvetica;">Minimum of 2-years&rsquo; experience with a proven record of successfully soliciting and selling life insurance products.</span></p> </li> <li> <p><span style="font-family: Helvetica;">Strong organization, planning time management and administrative skills</span></p> </li> <li> <p><span style="font-family: Helvetica;">Effectively communicate complex information with prospective clients</span></p> </li> <li> <p><span style="font-family: Helvetica;">Experience selling intangible products.</span></p> <div><span style="font-family: Helvetica;">&nbsp;</span></div> <div><span style="font-family: Helvetica;">Ability to:</span></div> </li> <li> <p><span style="font-family: Helvetica;">Take and pass LUTC or CLU coursework</span></p> </li> <li> <p><span style="font-family: Helvetica;">Maintain valid State Life Sales license</span></p> </li> <li> <p><span style="font-family: Helvetica;">Prospect and develop new sales opportunities and meet production requirements</span></p> </li> <li> <p><span style="font-family: Helvetica;">Analyze customer needs, prepare proposals, and conduct closing interviews to sell Life and Health products</span></p> </li> <li> <p><span style="font-family: Helvetica;">Perform mathematic calculations to determine premiums and values of Life insurance policies</span></p> </li> <li> <p><span style="font-family: Helvetica;">Communicate complex information in a clear manner</span></p> </li> <li> <p><span style="font-family: Helvetica;">Accurately assess and reflect customer insurance requirements consistent with company standards when writing policies</span></p> </li> <li> <p><span style="font-family: Helvetica;">Work independently with minimal supervision</span></p> </li> <li> <p><span style="font-family: Helvetica;">Represent Auto Club Life in a professional and positive manner</span></p> </li> <li> <p><span style="font-family: Helvetica;">Safely operate a motor vehicle in order to travel to various locations to attend meetings</span></p> </li> <li> <p><span style="font-family: Helvetica;">Ability and willingness to work irregular hours including evenings and weekends.</span></p> </li> </ul> <p>&nbsp;</p> <p><span style="font-family: Arial; font-size: medium;">&nbsp;</span></p> <p><span style="font-size: medium;"><br /></span>&nbsp;</p> <p><span style="font-size: medium;">The Auto Club Group offers a competitive compensation and benefits package including a base salary with performance based incentives; medical/dental/vision insurance,&nbsp; 401(k), generous time off, a complimentary AAA Membership and much more!</span></p> <p><span style="font-family: Arial; font-size: medium;"><br /><strong><u>Important Note:</u></strong>&nbsp;The above statements describe the principal and essential functions, but not all functions that may be inherent in the job.&nbsp; This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements.&nbsp; Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements.<a href=""></a></span></p> <div>&nbsp;</div> <p><span style="font-family: Arial; font-size: medium;">The Auto Club Group, and all of&nbsp;its affiliated companies,&nbsp;is an equal opportunity/affirmative action employer. &nbsp;All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status.</span></p>