Job Description

Job Description

Sales Consultant I

We are seeking a Sales Consultant who will provide outstanding customer service to our external life agents across the US. Technical support activities including illustration and application assistance. Sales support activities including basic product information, supporting marketing campaigns, presenting product and program changes, production information, and technical computer application assistance. The position reports to the Agent Support Team (AST) Manager and supports all efforts relating to the AST function.

By joining AAA Life, you will have the opportunity to strengthen the name and reputation of the brand that millions have come to rely upon for financial piece of mind. We are company dedicated to our members and our associates. We value the outstanding attributes and contributions to build an inclusive, collaborative and innovative workplace where all employees are engaged and feel they belong. Delivering our company’s promise to members is what drives each of our associates every day.

• Field incoming calls from AAA Life agents across the country.
• Get results and raise awareness of AAA Life’s products.
• Develop a deep understanding of the sales process, the life insurance industry and best practices in field sales.
• Support broader corporate initiatives; participate in special projects and other duties as assigned
• Maintain and update the Learning Management System and the Lifeline databases by supervising new hires and terminations and running comparisons.
• Detail each call and correspondence and identify trends in field feedback.
• Assist field agents with password resets and level 1 technical inquiries.
• Assist in proactively identifying sales opportunities by promoting the use of various sales concepts and marketing material that lead to suitable sales.
• Ensure that all support is in compliance with Company policy and state insurance department rules and regulations. Assists in implementing and enforces market conduct standards.
• Work with Hybrid Wholesalers to generate new business and increase Agent Sold sales.

• 2 year College Degree in Finance, Business or Economics
• 1-2 years’ Life Insurance experience (sales experience or strong life insurance sales support and training)
• Knowledge of life and annuity sales preferred
• Obtain an active life insurance license within 3 months of hire
• Proficient in Microsoft Word, PowerPoint and Excel
• Strong communication skills – verbal and written
• Ability to provide strong customer service
• Possesses some technology knowledge of insurance system applications and data
• Willingness to work extended hours and weekends, if required
• Ability to optimally function in a fast-paced team environment
• Demonstrates a high level of independence and creativity, and looks for opportunities to initiate and follow through on new projects and opportunities

Benefits:

• Pension and Retirement Plans
• Medical, Dental and Vision Coverage
• Paid Time Off
• Paid Parental Leave
• Hybrid Work Environment
• 401K
• Support for Community Involvement

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