Life Sales Agent
American Automobile Association(1 month ago)
About this role
The Life Specialist Trainee is an entry-level life insurance sales role responsible for presenting and selling life insurance policies to new and existing members. The position involves conducting financial needs assessments, educating members on policy options and costs, and ensuring accurate completion of required paperwork. The role also serves as a subject-matter resource for branch partners while supporting business objectives and member retention.
Required Skills
- Life Insurance
- Sales
- Needs Assessment
- Customer Service
- Cross-Selling
- Relationship Building
- Compliance
- Underwriting Liaison
- Microsoft Word
- Excel
Qualifications
- Bachelor's Degree or Equivalent
- Life Insurance License
- Driver's License
- State Licenses and Appointments
- Continuing Education Requirements
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