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Overview:
The Life Internal Sales Representative promote and sells Life Insurance and Annuities products in a call center environment. Works with prospective clients/members to determine insurance needs, perform underwriting analysis on prospects, follow policies and procedures to ensure accurate processing of all sales, achieve minimum required sales goals; and provides Five Diamond Service delivery during all communications.
Responsibilities:
AAA Northeast is driven by the diverse talents, skills, passions and expertise of our team. We’re continuously expanding and redefining our innovative products and services to create the best experiences for our members. As we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
$2,500.00 sign-on bonus! Jump-start your career with AAA Northeast!
The Life Internal Sales Representative promote and sells Life Insurance and Annuities products in a call center environment. Works with prospective clients/members to determine insurance needs, perform underwriting analysis on prospects, follow policies and procedures to ensure accurate processing of all sales, achieve minimum required sales goals; and provides Five Diamond Service delivery during all communications.
WHAT YOU WILL BE DOING:
- Respond to inbound and outbound phone sales of insurance products including but not limited to Term Life, Whole Life, and Guarantee Issue Whole Life
- Follow up on all sales leads received from a variety of sources including internet, direct mail, advertising, and customer service
- Accurately implement the entire sales process i.e.: gathering all pertinent information to assess client’s needs, making appropriate product recommendations, providing accurate initial quotes, completing applications, ordering physical exams and delivering all vital requirements to follow through to issued status
- Meet monthly/quarterly sales goals and consistently meet established individual call activity, call time, and production targets
- Document all conversations with clients accurately and in a timely manner
- Build strong and credible relationships, while delivering Five Diamond service during all conversations and transactions
- Work with management to develop a business plan for building and capturing group life sales; maintain prospect files on the Agency Management System and vendor software, as well as their own files until a policy is issued
- Develop familiarity with Insurance Agency policies and procedures; ensure members understand the application, payment, cancellation and endorsement policies and procedures
- Work with New Business, Underwriting, and New Business Coordinator to resolve issues as needed
- Stay up-to-date on industry trends, product knowledge, and competitive landscape
SALARY:
Starting annual base salary of $37,440 ($18.00 per hour) and includes a generous commission structure based on sales performance.
Qualifications:
WHAT YOU NEED:
- High school diploma or GED
- Sales and/or Customer Service experience
- Driven, competitive, and enjoy working independently and on a team
- Excellent communication, relationship building, and problem-solving skills. Detail-oriented, efficient and organized
- Ability to multi-task in a fast-paced environment, operate a computer with current software applications handle moderate to high call volume and activity
- Active Life License required; or obtained within first 2 weeks of hire date
AAA Northeast is driven by the diverse talents, skills, passions and expertise of our team. We’re continuously expanding and redefining our innovative products and services to create the best experiences for our members. As we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
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