Offer summary

Qualifications:

2 year College Degree in Finance, Business or Economics, 1-2 years’ experience in Life Insurance or strong sales support, Proficient in Microsoft Word, PowerPoint, and Excel, Strong communication skills and customer service orientation..

Key responsabilities:

Field incoming calls from AAA Life agents and provide support.

Develop a deep understanding of the sales process and life insurance industry.

Assist field agents with technical inquiries and password resets.

Maintain Learning Management System and support corporate initiatives.

Job description

Overview

We are seeking a Sales Consultant who will provide outstanding customer service to our external life agents across the US. Technical support activities include illustration and application assistance. Sales support activities including basic product information, supporting marketing campaigns, presenting product and program changes, production information, and technical computer application assistance. The position reports to the Agent Support Team (AST) Manager and supports all efforts relating to the AST function.

By joining AAA Life, you will have the opportunity to strengthen the name and reputation of the brand that millions have come to rely upon for financial piece of mind. We are company dedicated to our members and our associates. We value the outstanding attributes and contributions to build an inclusive, collaborative and innovative workplace where all employees are engaged and feel they belong. Delivering our company’s promise to members is what drives each of our associates every day.

Responsibilities

Field incoming calls from AAA Life agents across the country.
Get results and raise awareness of AAA Life’s products.
Develop a deep understanding of the sales process, the life insurance industry and best practices in field sales.
Support broader corporate initiatives; participate in special projects and other duties as assigned
Maintain and update the Learning Management System and the Lifeline databases by supervising new hires and terminations and running comparisons.
Detail each call and correspondence and identify trends in field feedback.
Assist field agents with password resets and level 1 technical inquiries.
Assist in proactively identifying sales opportunities by promoting the use of various sales concepts and marketing material that lead to suitable sales.
Ensure that all support is in compliance with Company policy and state insurance department rules and regulations. Assists in implementing and enforces market conduct standards.
Work with Hybrid Wholesalers to generate new business and increase Agent Sold sales.

Qualifications

2 year College Degree in Finance, Business or Economics
1-2 years’ Life Insurance experience (sales experience or strong life insurance sales support and training)
Knowledge of life and annuity sales preferred
Obtain an active life insurance license within 3 months of hire
Proficient in Microsoft Word, PowerPoint and Excel
Strong communication skills – verbal and written
Ability to provide strong customer service
Possesses some technology knowledge of insurance system applications and data
Willingness to work extended hours and weekends, if required
Ability to optimally function in a fast-paced team environment
Demonstrates a high level of independence and creativity, and looks for opportunities to initiate and follow through on new projects and opportunities

Benefits