Job Information
AAA Northeast Life & Annuity Specialist (Hybrid) in Westfield, Massachusetts
Overview
$2,500.00 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!
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
SALARY:
Starting annual base salary of $37,440 ($18.00 per hour) and includes a generous commission structure based on sales performance.
Qualifications
WHAT YOU NEED:
High School diploma or GED
2+ years sales experience
1+ years of Life insurance experience
Active 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
Proficient with Microsoft Office, adapt to new technology, navigate multiple systems, and possess basic computer skills
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.
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Job LocationsUS-MA-Westfield
ID 2023-9191
Category Insurance
Type Full Time
Work Schedule Monday-Friday 9:00am-5:30pm