Role Description
The Sales Consultant provides outstanding customer service to our external life agents across the US. Technical support activities include illustration and application assistance. Sales support activities include:
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Providing product information
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Case design
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Supporting marketing campaigns
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Presenting product and program changes
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Providing production information
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Technical computer application assistance
The position reports to the Sales Support Team (SST) Manager and supports all efforts relating to the SST function.
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Field incoming calls from AAA Life agents across the country.
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Drive sales and raise awareness of AAA Lifeβs products.
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Develop a deep understanding of the sales process, the life insurance industry, and best practices in field sales.
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Support broader corporate initiatives; participate in special projects and other duties as assigned.
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Detail each call and correspondence and identify trends in field feedback.
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Assist field agents with password resets and level 1 technical inquiries.
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Assist in proactively identifying sales opportunities by promoting the use of various sales concepts and marketing material that lead to suitable sales.
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Act as Subject Matter Expert (SME) for agent sold products and processes.
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Assist the Field Training Team and Sales Support team in developing and delivering targeted sales training to field agents.
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Ensure that all support is in compliance with Company policy and state insurance department rules and regulations. Assist in implementing and enforcing market conduct standards.
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Work with Hybrid Wholesalers to generate new business and increase Agent Sold sales.
Qualifications
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Proficient in the use of technology, including but not limited to Microsoft Teams, Word, PowerPoint, Excel, and browser-based agent systems.
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Strong communication skills β verbal and written.
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Ability to provide strong customer service.
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Willingness to work extended hours, if required.
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Ability to optimally function in a fast-paced team environment.
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Demonstrates a high level of independence and creativity, and looks for opportunities to initiate and follow through on new projects and opportunities.
Requirements
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2 year College Degree in Finance, Business or Economics (Preferred).
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2-3 yearsβ Life Insurance experience in Sales, Sales Support, or Training.
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Knowledge of life and annuity sales preferred.
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Maintain an active life insurance license or obtain license within 3 months of hire.
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While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate.
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Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.
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This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.
Company Description
AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life, we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them β and their families β when weβre needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.