Life Sales, Strategic Accounts

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a strategic business partner for AAA-appointed Independent Agents

• Offer consultative assistance to foster growth in Life, Health, and Annuity sales

• Discover new business prospects and cultivate sales pipelines

• Align ACG solutions with the needs of agencies and clients

• Establish trust and foster strong relationships with Agency Principals

• Maximize sales opportunities within agency books of business, including IA Principal Planning, Key Man, Succession, and Estate Planning

• Seek new accounts through calls, mailings, referrals, networking, website inquiries, and seminars

• Produce leads and referrals through prospecting within the agency book of business

• Conduct regular visits to Independent Agencies and collaborate on marketing initiatives

• Provide quotes for Life and Annuity business on behalf of Independent Agencies

• Manage cases and assist in achieving IA Life Sales Goals

• Monitor Salesforce data and supply requested information

• Oversee Independent Agency referrals and manage the end-to-end workflow in Salesforce

• Keep records of service and sales activities in Salesforce

• Adhere to ACG and AAA Life Company compliance standards

• Deliver minor training sessions and significant life updates to Independent Agents

• Assist in ensuring IA Life Insurance business is conducted in compliance with standards

• Travel to various locations for meetings or community events

• Update management on sales progress and the status of agency-generated leads

⛳️ Requirements

• High School Diploma or equivalent

• Required Life and Health licenses for product sales

• Valid driver's license

• A minimum of 2 years' experience in successfully soliciting and selling life insurance products to Independent Agency Clients

• Proven experience in selling intangible products

• In-depth knowledge of Life Insurance and Annuity products and services

• Capability to analyze customer needs and recommend appropriate products

• Ability to clearly communicate complex information to prospective clients

• Competence in preparing proposals and conducting closing interviews

• Ability to assess customer insurance needs in accordance with company standards when writing policies

• Skill in performing mathematical calculations to determine premiums and values of Life insurance and financial products

• Ability to build and sustain strong relationships with Independent Agents

• Experience in prospecting and developing new sales opportunities while meeting production goals

• Strong communication skills with Agency Principals and their staff

• Capability to articulate the financial, tax, estate, and legal implications of products

• Excellent organization, planning, time management, and administrative skills

• Proficient writing skills for routine communications

• Ability to work independently with minimal supervision

• Good PC skills, including a working knowledge of the MS Office Suite

• Ability to safely operate a motor vehicle

• Willingness to work irregular hours, including evenings and weekends

• Preferred: completion of college-level coursework

• Preferred: certifications such as LUTCF, CHFC, CFP, COU, or FSCP

• Preferred: professional designations from the American College of Financial Services

• Strong understanding of ACG's comprehensive product portfolio

• Familiarity with ACG systems for policy sales and quoting

🏝️ Benefits

• Medical plans with various coverage options, including HSA eligibility

• Coverage for prescription drugs

• Dental and vision benefits

• Employee Assistance Program offering confidential support services

• Company-paid basic life insurance

• Optional supplemental life insurance and dependent coverage

• Short-term and long-term disability coverage

• Options for critical illness, accident, and pet insurance

• 401(k) plan with a company match of 50% on employee contributions up to 6% of pay

• Additional company contribution of 4% of pay every payday

• Options for Health Savings Account (HSA) and Flexible Spending Accounts (FSA)

• Paid Time Off (PTO) with up to 12 PTO days annually for full-time new employees

• 10 company-paid holidays each year

• 1 mental health day

• 2 floating holidays

• 1 volunteer day

• Paid parental, bereavement, jury duty, and military leave

• Tuition assistance up to $5,250 annually, with 80% covered by ACG

• 100% reimbursement for eligible professional certification programs

• Opportunities for career development and advancement

• Complimentary AAA membership including roadside assistance and travel discounts

• Adoption assistance program