Inside Wholesaler responsible for cultivating and maintaining relationships with RBC Insurance Brokers. Collaborating with Sales Consultants to achieve sales plans and develop producer acquisition strategies.
About the role
- Insurance Sales Agent responsible for selling and servicing ACG branded insurance and financial products. Identifying customer needs and building relationships to ensure satisfaction and loyalty.
Responsibilities
- Responsible for the sale and service of ACG branded and brokered insurance products, memberships, and financial products within an ACG branch.
- Uses sales techniques and product knowledge to identify customer-specific needs to generate new sales, retain existing insureds, and grow ACG’s overall insurance book of business.
- Effectively overcomes objections to close the sale and/or retain the insured.
- Works to meet or exceed targets as defined in the sales incentive plan and goals assigned by leadership.
- Conducts insurance review for clients to identify a range of suitable products.
- Uses provided tools and applicable underwriting guidelines to assess risk, recommend appropriate products and related coverage, quote, bind and issue policies.
- Participates in local branch events, to solicit new business, create and expand business networks.
- Build rapport critical to establishing customer satisfaction, loyalty, and affinity to the AAA brand.
- Responds to customer inquiries and requests relating to insurance, membership, and financial products.
- Refer Members to other applicable lines of business (i.e., Travel & Financial Services) as deemed appropriate.
Requirements
- Active State Property & Casualty Insurance Sales license
- Active State Life Insurance Sales license, or obtain within 90 days of hire
- Must qualify, obtain, and maintain all applicable state licenses and appointments required for selling and/or servicing Auto Club Group Membership products.
- Obtain Health and Accident licenses and appointments where applicable as deemed necessary and within a time frame established by the Business Unit.
- High School diploma or equivalent
- 1+ year(s) of customer-facing experience in a fast-paced computer automated business environment (i.e., financial/banking)
- Strong sales skills with a knowledge of effectively developing, tracking, following up on and closing leads.
- Possess consultative selling techniques utilizing thorough product knowledge.
- Strong prospecting skills
- Excellent verbal and written communication skills combined with strong customer focus
- Ambition, motivation, and drive
- Knowledge of desktop systems including, but not limited to, CRM and Microsoft Office software applications.
- Excellent listening skills and ability to understand customer needs.
Benefits
- Competitive base pay + uncapped commission + performance bonuses
- Average annual earnings $57,000-$87,000+
- Unlimited commission potential
- Supplemental Pay paid monthly
- Additional $200/week for months 0-2
- Additional $150/week for months 3-4
- Additional $100/week for months 5-6
- New Hire On-Pace Bonus
- Non-exempt (overtime eligible)
- Competitive benefits packages
- Medical, dental and vision benefits
- 401k Match
- Paid parental leave and adoption assistance
- Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays
- Paid volunteer day annually
- Company sponsored Bachelors/Masters/Ph.D. Degree Program
- AAA Membership
- Discounts, perks, and rewards
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