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Life Insurance Sales Agent. Job in Riverside Gr8Jobs
Job Description
The Auto Club of Southern California, part of AAA, is seeking a Life Sales Agent to help members protect their families' futures. In this role, you will consult with members and prospective clients to understand their financial protection needs, recommend appropriate life insurance solutions, and guide them through the application and policy selection process. You'll manage leads, build lasting relationships, ensure regulatory compliance, and collaborate with branch and service teams. Auto Club offers training, career growth, and the chance to support member safety and financial security across Southern California. Responsibilities Prospect and engage Auto Club members and new leads for life insurance products. Conduct needs-based consultations to assess financial protection goals. Recommend appropriate life insurance and related financial products. Prepare quotes, present options, and close sales to meet or exceed targets. Maintain accurate records in CRM and follow up on leads and renewals. Ensure compliance with state insurance regulations and company policies. Collaborate with branch, membership, and service teams to generate referrals. Provide ongoing policy service and support to existing policyholders. Required Skills Life insurance product knowledge Sales prospecting Lead qualification CRM software usage Needs-based financial analysis Policy illustration and quoting Regulatory and compliance knowledge Underwriting basics Customer relationship management Presentation and closing techniques
Benefits
- Life Insurance
