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Finance
Insurance Sales Agent
Santa Fe, NM

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Now viewing: Life Insurance Sales Agent. Job in Santa Fe Gr8Jobs
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AAA- Auto Club Group

Life Insurance Sales Agent. Job in Santa Fe Gr8Jobs

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Job Description

AAA - The Auto Club Group is seeking a Life Sales Agent to grow life insurance business for our members. In this role, you will prospect and qualify leads, conduct needs-based consultations, and recommend life insurance solutions that protect members and their families. You will manage a sales pipeline, deliver presentations, close policies, and provide ongoing service and reviews. Working in a collaborative, member-focused culture, you'll benefit from training, internal mobility, and the strength of a trusted brand while meeting sales goals and supporting member financial security. Responsibilities Prospect and generate new life insurance leads through referrals, outreach, and AAA membership channels Conduct needs-based consultations to recommend appropriate life insurance products and solutions Present, quote, and close life insurance policies to meet or exceed sales targets Provide ongoing service and policy reviews to existing policyholders and AAA members Maintain accurate records in CRM and ensure compliance with insurance regulations and company policies Collaborate with internal teams to support members and cross-sell additional AAA products Required Skills Life insurance sales Needs-based financial analysis Prospecting and lead generation CRM and sales pipeline management Insurance underwriting basics Regulatory and compliance knowledge Presentation and closing techniques Customer relationship management Quote and illustration software Cross-selling insurance products

Benefits

  • Life Insurance