Life and Annuity Agent - Venice, FL

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.

Venice, FL

The Auto Club Group

AAA was founded over 100 years ago for the purpose of lobbying for driver and passenger rights, fair laws and safer vehicles — all to better promote the love of the open road and the adventure of driving. Since then, AAA has grown to over 50 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. Today’s AAA is a national federation comprised of more than 50 individual clubs throughout the United States and Canada. Whether you’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.

keywords: about acg,work environment,compensation,prepare,process management,teamwork,sales,knowledge,experience,license,education

Full Time

Competitive Compensation and Benefits Package

Overview: <p align="left"><span style="font-family: Arial;">The Auto Club Group helps AAA Members enjoy life&rsquo;s journey with peace of mind by providing innovative solutions, advocacy and membership benefits wherever and whenever they need them. We currently conduct business in 13 states in the upper Midwest and the Southeast.</span></p> <p align="left"><span style="font-family: Arial;">The Auto Club Group has established four long-term enterprise goals:</span></p> <ul> <li> <p align="left"><span style="font-family: Arial;">Long-term, sustainable, profitable growth</span></p> </li> <li> <p align="left"><span style="font-family: Arial;">AAA Membership growth and renewal</span></p> </li> <li> <p align="left"><span style="font-family: Arial;">Operational excellence</span></p> </li> <li> <p align="left">Become the &ldquo;flagship club&rdquo; of the AAA</p> </li> </ul> <p align="left">We serve our members by making their satisfaction our highest priority. We do what&rsquo;s right by sustaining an open, honest and ethical work environment. We lead in everything we do by offering best-in-class products, benefits and services. And we value our employees by seeking the best talent, rewarding high performance and holding ourselves accountable.</p> <p align="left"><span style="font-family: Arial;">All in all, we create an inclusive and welcoming environment of diverse backgrounds, experiences and viewpoints, realizing our differences make us stronger.</span></p>
Responsibilities: <p align="left"><span style="font-family: Arial;">The Auto Club Group is seeking prospective <strong>Life &amp; Annuity Agents </strong>who can generate new sales, retain existing members and grow ACG&rsquo;s overall book of business through our multiple product offerings. You will be challenged to drive new business with competitive products and help retain The Auto Club Groups 60+ million members. </span></p> <div align="left"><span style="font-family: Arial;">In this position, you will have the opportunity to:</span></div> <div align="left"><span style="font-family: Arial;">&nbsp;</span></div> <ul> <li> <p align="left"><span style="font-family: Arial;">Develop leads and prospects for the purpose of conducting fact finding interviews to determine needs for coverage.</span></p> </li> <li> <p align="left"><span style="font-family: Arial;">Prepare proposals, and conduct closing interviews for Life and Health Insurance sales.&nbsp; </span></p> </li> <li> <p align="left"><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. </span></p> </li> <li> <p align="left"><span style="font-family: Arial;">Work collaboratively with others in the Branch to reach business goals, maximize leads, sales opportunities and take advantage of cross-sell opportunities. </span></p> </li> <li> <p align="left"><span style="font-family: Arial;">Assist Underwriting and Brokerage Departments in satisfying requirements.&nbsp; </span></p> </li> <li> <p align="left"><span style="font-family: Arial;">Respond to customer inquiries and problems and ensure sound-sales practices are used.&nbsp; </span></p> </li> <li> <p align="left"><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</span></p> </li> </ul>
Requirements: <div align="left"><u><span style="font-family: Arial;">Education:</span></u></div> <ul type="disc"> <li><span style="font-family: Arial;">High School Diploma or equivalent</span></li> <li><span style="font-family: Arial;">Possession of valid State Life Sales licenses&nbsp; </span></li> <li><span style="font-family: Arial;">Ability to take and pass LUTC or CLU coursework</span></li> <li><span style="font-family: Arial;">Obtain and maintain Life and Health licenses required to sell products.&nbsp;&nbsp; </span></li> <li><span style="font-family: Arial;">Possession of a valid State driver&rsquo;s license</span></li> <li><span style="font-family: Arial;">Possession of a valid State Health Sales license</span></li> <li><span style="font-family: Arial;">Professional designations through the American College</span></li> </ul> <div align="left"><u><span style="font-family: Arial;">Experience:</span></u></div> <ul type="disc"> <li><span style="font-family: Arial;">Minimum of 2 years&rsquo; experience with a proven record of successfully soliciting and selling life insurance products.</span></li> <li><span style="font-family: Arial;">Experience selling intangible products.</span></li> </ul> <p align="left"><u><span style="font-family: Arial;">Knowledge and Skills:</span></u></p> <ul type="disc"> <li><span style="font-family: Arial;">Strong working knowledge of Life Insurance and Annuity products and services</span></li> <li><span style="font-family: Arial;">Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers&rsquo; needs and to promote a positive Member experience</span></li> <li><span style="font-family: Arial;">Effectively communicate complex information with prospective clients in a clear manner </span></li> <li><span style="font-family: Arial;">Ability to prepare proposals, and conduct closing interviews to sell Life and Annuity products. </span></li> <li><span style="font-family: Arial;">Assessing and reflecting customer insurance requirements consistent with company standards when writing policies</span></li> <li><span style="font-family: Arial;">Ability to perform mathematical calculations to determine premiums and values of Life insurance policies</span></li> <li><span style="font-family: Arial;">Ability to build and maintains strong relationships with customers </span></li> <li><span style="font-family: Arial;">Prospecting and developing new sales opportunities and meeting production requirements</span></li> <li><span style="font-family: Arial;">Ability to work collaboratively with all team members to attain business goals.&nbsp; </span></li> <li><span style="font-family: Arial;">Strong communication skills with others in the Branch to keep partners and branch management informed on sales and the disposition of any partner generated leads</span></li> <li><span style="font-family: Arial;">Understands and can articulate to customers the tax and legal impacts the products have on Members </span></li> <li><span style="font-family: Arial;">Strong organization, planning, time management and administrative skills </span></li> <li><span style="font-family: Arial;">Representing Auto Club Life in a professional and positive manner</span></li> <li><span style="font-family: Arial;">Safely operating a motor vehicle in order to travel to various locations to attend meetings</span></li> </ul> <p align="left"><span style="font-family: Arial;">Proficient writing skills in order to compose routine correspondence</span></p> <ul type="disc"> <li><span style="font-family: Arial;">Working independently with minimal supervision</span></li> <li><span style="font-family: Arial;">Good PC skills including working knowledge of word processing, spreadsheet, presentation and email.</span></li> <li><span style="font-family: Arial;">Strong knowledge of features and benefits of ACG&rsquo;s comprehensive product portfolio</span></li> <li><span style="font-family: Arial;">Knowledge of ACG systems for policy sales, quoting, etc.</span></li> <li><span style="font-family: Arial;">Knowledge of Microsoft Office applications including Word, Excel, PowerPoint and Outlook</span></li> <li><span style="font-family: Arial;">Ability and willingness to work irregular hours including evenings and weekends.</span></li> </ul>