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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 and Health insurance, Annuity products, and Financial Services, while maintaining compliance with state licensing requirements. Proven ability to develop leads, close sales, and achieve established sales goals 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-UpSales Goal Achievement
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 DevelopmentApplication CompletionReport PreparationCross-SellingProduct Knowledge
Soft Skills
Customer ServiceNetworkingProblem SolvingCommunicationCollaboration
Certifications & Qualifications
Active State Life LicenseLUTC or CLU Coursework
Industry Keywords
Life InsuranceHealth InsuranceAnnuity ProductsFinancial ServicesSales GoalsCustomer EngagementProspectingInternal Processing ProceduresAuto Club Group MembershipCommunity Events
About the role
Key responsibilities & impact- Solicit and sell Life and 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
- 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 reach business goals
- Maximize leads, sales opportunities, and cross-sell opportunities
- Assist Underwriting and Brokerage Departments in satisfying requirements
- Attend community events with limited travel as required
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 a background and drug screen if offered employment
Benefits
Comp & perks- $2,500 sign-on bonus: $1,000 paid after 30 days of employment and $1,500 paid after 90 days of employment
- 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 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