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Life Insurance Specialist

AAA Northeast

This is a Contract position in Anaheim, CA posted November 16, 2021.

Overview: Life Insurance Specialists generate new life & annuity business throughmultiplelead sources to maintain a consistent sales pipeline to achieve monthly sales targets.Provides five diamond member serviceandservesthe needs of the membership within the corporate guidelines of the organizations Insurance Agency.

Responsibilities: Develop referral and networking sources that provide business opportunities in the personallife insurance and retirement planning markets as well as value added referrals to other AAA team members.Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family and business financial security needs.Establishesongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations.Performs an assessment of the clients or prospective clients assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insuranceexposure andprovides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs.Preparesapplications, orders physical exams andcommunicateswith both prospective insured and vendors;followsup on status of policies written to ensure they are issued and placed.Completes the fulfilment process by delivering and reviewing policies with clients, establishing a payment plan and completing required forms.Maintains partnerships with Life insurance company representatives andunderwriters andworks as a liaison between the client and the insurer in the event of a claim.Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in CRM system (MS Dynamics) and agency management system (Applied Epic).Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients.Establishes and continuouslymaintainsan understanding of the concepts and products available to meet client needs and capitalize on available opportunities.

Qualifications: Current Life & Health Insurance License3-5 years of Insurance Sales experience