Life Sales Agent
$86,200–$105,300 year
On-siteEncinitas, California, United States
Job Summary
Conduct comprehensive needs assessments to understand members' financial goals and risk tolerance while presenting life insurance policies in a high-volume setting. Provide transparent information on policy options, benefits, and costs, then assist members in completing necessary paperwork to ensure compliance with industry regulations. Identify cross-sell opportunities to diversify product usage and develop potential sales lists from referrals shared by Property and Casualty Sales Partners. Deliver prompt service to resolve inquiries and process insurance changes, maintaining regular follow-up to ensure high satisfaction and retention. Build individual business plans with management input to meet annual sales goals and align strategies with performance objectives.
Required Qualifications
- Life Insurance License, valid in selling state - Issued by State
- Valid Driver's License, acceptable Department of Motor Vehicles record and minimum liability insurance - Issued by State
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Enterprises Membership and Life Insurance products within 30 Days
- Must maintain all continuing education requirements to maintain license within 30 Days
Desired Qualifications
- Bachelors Equivalent combination of education and experience Preferred
- 1-3 years Insurance Sales or Sales Experience Preferred
- Moderate proficiency in Microsoft Word and Excel
- Advanced interpersonal skills required
- Highly competitive and persistent nature strongly desired
- Must maintain current knowledge of Life Insurance products and policy provisions
- Occasional travel to off-site business meetings or conferences. (5% proficiency)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.