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Life Insurance Specialist

AAA Northern California, Nevada & Utah
Gilbert, USA
Full-time
Junior · 1+ years experience
Onsite
Discovered Yesterday
CommunicationProspecting

Full Job Posting

KNOWLEDGE AND SKILLS

  • Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
  • Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance Agents
  • Computer skills in basic software applications, and navigating business applications specific to life insurance
  • Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
  • Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
  • Demonstrated skills in prospecting and lead generation abilities (preferred)
  • Bilingual communication skills
  • EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES
  • High School Diploma or GED
  • Valid Automobile Operator's License
  • Active State Resident Life Insurance License
  • Bachelor's degree in related area or an equivalent combination of education and experience (preferred)
  • 1+ years experience in Life Insurance and/or Annuity Sales
  • CLU, ChFC and/or LUTCF Designations
  • WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS
  • Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.

Qualifications

  • Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
  • Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance Agents
  • Computer skills in basic software applications, and navigating business applications specific to life insurance
  • Bilingual communication skills
  • EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES
  • High School Diploma or GED
  • Valid Automobile Operator's License
  • Active State Resident Life Insurance License
  • 1+ years experience in Life Insurance and/or Annuity Sales
  • CLU, ChFC and/or LUTCF Designations
  • WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS
  • Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.

Preferred Qualifications

  • Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
  • Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
  • Demonstrated skills in prospecting and lead generation abilities (preferred)
  • Bachelor's degree in related area or an equivalent combination of education and experience (preferred)

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