Life Sales Agent
Core
Entry-level life insurance sales role focused on conducting needs assessments, presenting policy options, and selling life insurance to new and existing members.
Role type
Life Sales Agent (Entry-level)
Builds
Life insurance policies and membership services
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Life insurance sales, needs assessment, policy explanation, cross-selling, compliance adherence, documentation accuracy
Preferred skills
Bachelors degree, 1-3 years insurance sales experience, Microsoft Word/Excel proficiency, competitive nature
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Conduct comprehensive needs assessments to understand financial goals and risk tolerance; Present life insurance policies and explain benefits/costs; Assist members in completing accurate application paperwork; Identify and develop sales leads from referrals; Provide cross-sell opportunities to diversify member product usage; Maintain compliance with ACE and AAA Life regulations.
Seniority
Entry-level