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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in soliciting and selling Life, Health, and Annuity products while maintaining compliance with state licensing requirements. Proven ability to develop leads, close sales, and achieve production standards through effective customer engagement and follow-up.
Highest-signal resume keywords
Active State Life LicenseSales Experience in Life InsuranceAbility to Pass LUTC or CLU CourseworkCustomer Engagement and Follow-UpKnowledge of Sales Techniques
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Life Insurance SalesHealth Insurance SalesAnnuity SalesProposal PreparationSales Goal AchievementApplication CompletionSales ReportingCross-SellingLead DevelopmentCompliance with Company Policies
Soft Skills
Customer ServiceNetworkingProblem SolvingCollaborationCommunication
Certifications & Qualifications
Active State Life LicenseLUTC or CLU Coursework
Industry Keywords
Life InsuranceHealth InsuranceAnnuity ProductsSales TechniquesFinancial ServicesMembership ProductsAuto Club Group MembershipSales PracticesProspectingCommunity Events
About the role
Key responsibilities & impact- Solicit and sell Life & Health insurance and Annuity products primarily within ACG branch locations
- Develop leads and prospects through phone calls, mailings, referrals, networking, website inquiries, and seminars
- Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products
- Achieve established sales goals
- Maintain thorough knowledge of product features, marketing techniques, and sales techniques
- Use sound sales practices when working with customers
- Respond to customer inquiries and problems
- Build sales opportunities through customer engagement and follow-up
- Complete appropriate applications and forms
- Follow internal processing procedures to ensure transactions comply with company policies and practices
- Prepare reports documenting prospecting and sales activities
- Maintain specified production standards and persistency levels
- Collaborate with branch partners to reach business goals
- Maximize leads, sales opportunities, and cross-sell opportunities
- Assist Underwriting and Brokerage Departments in satisfying requirements
- Participate in limited-travel community events
Requirements
What you’ll need- Active valid State Life license
- Ability to take and pass LUTC or CLU coursework
- Maintain Life and Health licenses required to sell products
- Valid State driver’s license
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products
- High School diploma or equivalent
- Minimum of 2 years' experience with a proven record of successfully soliciting and selling life insurance products
- Experience selling intangible products
- Ability and willingness to work irregular hours, including evenings and weekends
- Regular and reliable attendance
- Consent to background and drug screening if offered employment
Benefits
Comp & perks- $2,500 sign-on bonus ($1,000 after 30 days and $1,500 after 90 days)
- Unlimited income potential
- New elevated tiered commissions for the first 12 months
- Medical plans with multiple coverage options, including HSA eligibility
- Prescription drug coverage
- Dental and vision benefits
- Employee Assistance Program
- Company-paid basic life insurance
- Optional supplemental life insurance and dependent coverage
- Short-term and long-term disability coverage
- Critical illness, accident, and pet insurance options
- 401(k) plan
- 50% company match on employee contributions up to 6% of pay, with immediate vesting
- Additional company contribution of 4% of pay each pay day; 100% vested after three years of service
- Health Savings Account and Flexible Spending Account options
- Paid Time Off, eligible at 90 days of employment
- Up to 12 PTO days annually for full-time new employees
- 10 company-paid holidays annually for full-time employees
- 1 mental health day, 2 floating holidays, and 1 volunteer day
- Paid parental, bereavement, jury duty, and military leave
- Tuition assistance up to $5,250 annually, with 80% covered by ACG
- Professional certification support with 100% reimbursement for eligible programs
- Career development and advancement opportunities
- Complimentary AAA membership with roadside assistance and travel discounts
- Adoption assistance program