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Posted: 10/19/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in selling Life, Health, and Annuity products while building strong customer relationships and achieving sales goals. Maintains active state licenses and applies effective marketing and sales techniques to drive growth.
Highest-signal resume keywords
Active State Life LicenseLife Insurance Sales ExperienceCustomer EngagementSales Goal AchievementLUTC or CLU Coursework
About the role
Key responsibilities & impact- Drive growth as a Field Life Agent by building relationships, developing leads, and helping members protect their futures
- Sell Life, Health, Annuity, Membership, and Financial Services products
- Solicit and sell Life and Health insurance and Annuity products primarily within the ACG branch location
- Develop leads and prospects through phone calls, mailings, referrals, networking, website inquiries, and seminars
- Prepare proposals and close sales
- Achieve established sales goals
- Maintain thorough knowledge of product features, marketing techniques, and sales techniques
- Respond to customer inquiries and problems
- Build sales opportunities through customer engagement and follow-up
- Complete applications and forms
- Follow internal processing procedures and company policies
- Prepare reports documenting prospecting and sales activities
- Maintain required production standards and persistency levels
- Collaborate with branch partners to maximize referrals, sales, and cross-sell opportunities
- Assist Underwriting and Brokerage Departments in satisfying requirements
- Limited travel for 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 is essential
- Consent to a background and drug screen if offered employment
Benefits
Comp & perks- $2,500 Sign-On Bonus ($1,000 paid after 30 days of employment; $1,500 paid after 90 days)
- Unlimited, no-cost commission opportunity
- 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
- Accrual-based 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 for full-time employees
- 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
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 TechniquesLead DevelopmentSales ReportingApplication CompletionProduct KnowledgeCross-Selling
Soft Skills
Relationship BuildingCustomer ServiceProblem SolvingNetworkingCommunication
Certifications & Qualifications
LUTC CourseworkCLU Coursework
Industry Keywords
Life InsuranceHealth InsuranceAnnuity ProductsFinancial ServicesSales GoalsMembership ProductsProspectingInternal Processing ProceduresCommunity EventsBackground Check Consent