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Life-Annuity Ins Agent

Company: AAA Northeast
Location: South Dennis
Posted on: September 21, 2022

Job Description:

The Life & Annuity Agent will generate new life & annuity business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member service and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency. Develop referral and networking sources that provide business opportunities in the personal life insurance and retirement planning markets as well as value added referrals to other AAA team members. (15%) Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family and business financial security needs. Establishes ongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations. (15%) Performs an assessment of the client's or prospective client's assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insurance exposure and provides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs. (15%) Prepares applications, orders physical exams and communicates with both prospective insured and vendors; follows up on status of policies written to ensure they are issued and placed. Completes the fulfilment process by delivering and reviewing policies with clients, establishing a payment plan and completing required forms. (15%) 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. (10%) Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in CRM system (MS Dynamics) and agency management system (Applied Epic). (10%) Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients. (10%) Establishes and continuously maintains an understanding of the concepts and products available to meet client needs and capitalize on available opportunities. (10%) Education/Licenses/Certifications: High School diploma or GED required Bachelors degree preferred in Business Administration or related field Current Life & Health Insurance License required Industry designations (CLU, FLMI, etc.) preferred Must be appointed as an Agent with AAA Life, which includes successfully completing and passing a background and credit check upon offer of employment. Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Must complete all required AAA Life onboarding documents and training. Experience: 3-5 years Insurance sales experience, with 1-2 years in Life Skills & Abilities: Think, Act & Be Safe. Encourage, build, and maintain mutual trust, respect, and cooperation with others. Ability to listen to, understand, and communicate with others by telephone, in written form, electronically, or in person. Ability to maintain confidentiality. Ability to proactively and consistently close sales and generate referral opportunities by assessing customer needs, cross selling and up selling products and services. Solid persuasion and negotiation ability. Strong attention to detail, organizational, problem-solving and administrative skills. Ability to apply sound judgement to produce appropriate outcomes to a variety of situations. Including high volume and challenging situations. Ability to prioritize, organize, and accomplish work to achieve specific goals. Entrepreneurial spirit with successful track record of meeting goals. Ability to schedule andplan assigned activities so that goals and priorities are achieved. Ability to operate a computer with relevant software applications.

Keywords: AAA Northeast, Nantucket , Life-Annuity Ins Agent, Sales , South Dennis, Massachusetts

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