Life Sales Agent
Core
Selling AAA Life Insurance products to members via cold calls and in-branch interactions to identify financial needs and drive retention.
Role type
Life Insurance Sales Agent
Builds
Life insurance policies for AAA members
Domain
Insurance / Financial Services
Deliverable
product features
Required skills
verbal communication, written communication, computer literacy, organizational skills, sales drive, self-motivation
Preferred skills
Spanish language, sales experience, prior insurance industry experience
Responsibilities
Making daily warm sales calls from a membership database, engaging with members in branches to discuss life insurance products, identifying member financial needs, providing customer service to maintain retention
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