Life Sales Agent
Core
Selling AAA Life Insurance products to members via daily warm sales calls and in-branch engagements.
Role type
Life Insurance Sales Agent
Builds
Life insurance policies for AAA members
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
Verbal communication, Written communication, Computer literacy, Organization, Self-motivation, Sales drive, Spanish language (preferred)
Preferred skills
Sales experience, Prior insurance industry experience, College degree, Bilingual Spanish speaking
Technologies
CRM systems (implied by warm leads/database), Computer
Responsibilities
Making daily warm sales calls from membership database, Engaging with members in branches to discuss Life Insurance products, Identifying financial needs of members, Providing customer service and maintaining retention
Seniority
Entry-level to Individual Contributor