Life Sales-Strategic Accounts

Job Type: Full time Exempt/Non Exempt: Salary Job Description: Location Details: Remote with travel up to 50% in various states (will decrease to 25% in the future) Position Schedule / Shift: Monday-Friday 8am-5pm (hours may shift based on business needs) Position Summary: This role serves as a strategic business partner to AAA-appointed Independent Agents, providing consultative support to drive Life, Health, and Annuity sales growth. The position identifies new business opportunities, develops sales pipelines, and aligns ACG solutions with agency and client needs. By leveraging product expertise and strategic selling techniques, this role influences agency performance and strengthens long-term partnerships. Success in this position directly supports revenue growth, expands market penetration, staff development, and positions ACG as a preferred Life insurance partner. Key Responsibilities: Responsible for building trust and developing strong working relationships with Agency Principals to optimize the sales opportunities in the book of business inclusive of IA Principal Planning, Key Man, Succession & Estate Planning. Leverage all sales opportunities and prospect for new accounts through outbound/inbound phone calls, mailings, referrals, networking, website inquiries & seminars. Work is accomplished through the following duties: Collaboration and Partnership Lead/referral generation Agency Book of Business Prospecting Regular IA Agency Visits and marketing event collaboration Generating Sales Continuous Prospecting: outbound/inbound phone calls, mailings, referrals, networking, website inquiries & seminars Quoting Life/Annuity Business on behalf of the IA Agency Case Management Responsible for IA Life Sales Goal Attainment CRM Systems Tracking Model Salesforce data to provide requested information Utilize Salesforce to manage IA referrals and end-to-end workflow Utilize Salesforce to document all service and sales activities Compliance Will follow all ACG and AAA Life Company compliance guidelines May provide minor training/important life updates to IA’s This role will help to ensure IA Life Insurance Business is being written according to our compliance standards Supervisory Responsibilities (briefly describe, if applicable, or indicate None): none Qualifications: Required Education (include minimum education and any licensing/certifications): High School Diploma or equivalent Life and Health licenses required to sell products Valid driver's license Experience: Minimum of 2 years’ experience with a proven record of successfully soliciting and selling life insurance products to Independent Agency Clients. Experience selling intangible products. Knowledge and Skills: Exceptionally strong working knowledge of Life Insurance and Annuity products and services Ability to listen to and analyze customer needs and make recommendations to customers that best fit customers’ needs and to promote a positive client experience. Effectively communicate complex information with prospective clients in a clear manner Ability to prepare proposals and conduct closing interviews to sell Life and Annuity products. Assessing and reflecting customer insurance requirements consistent with company standards when writing policies Ability to perform mathematical calculations to determine premiums and values of Life insurance and financial products What is the skillset needed to perform the functions of the job? Ability to build and maintain strong relationships with Independent Agents Prospecting and developing new sales opportunities and meeting production requirements Ability to work collaboratively with all team members to attain business goals. Strong communication skills with Agency Principals & their staff keeping management informed on sales and the disposition of any Agency generated leads Understands and can articulate to customers the financial, tax, estate and legal impacts the products have on prospective insureds Strong organization, planning, time management and administrative skills Representing Auto Club Group Life in a professional and positive manner Proficient writing skills to compose routine correspondence Working independently with minimal supervision Good PC skills including working knowledge of MS Office Suite Safely operating a motor vehicle to travel to various locations to attend meetings or community events Ability and willingness to work irregular hours including evenings and weekends. Preferred College level coursework LUTCF, CHFC, CFP, COU, or FSCP certification Professional designations through the American College of Financial Services Strong knowledge of features and benefits of ACG’s comprehensive product portfolio Knowledge of ACG systems for policy sales, quoting, etc. Work Environment: This position is currently able to work remotely from a home office location for day-to-day operations unless occasional travel for meetings, collaborative activities, or team building activities is specified by leadership. This is subject to change based on amendments and/or modifications to the ACG Flex Work policy. Compensation & Benefits Overview: ACG complies with all applicable state and local laws regarding required benefits (including PTO, paid sick leave, etc.). Compensation $114,600-133,700 Benefits At ACG, we offer a comprehensive and flexible benefits package designed to support your health, financial well-being, and professional growth. Health & Wellness Medical plans with multiple coverage options, including HSA eligibility. Prescription drug coverage. Dental and vision benefits. Employee Assistance Program (confidential support services). Financial Protection & Insurance Company-paid basic life insurance. Optional supplemental life insurance and dependent coverage. Short-term and long-term disability coverage. Critical illness, accident, and pet insurance options. Retirement & Savings 401(k) plan to support long-term financial goals. 3% automatic deferral upon eligibility; may contribute 1% to 50% of eligible earnings, either pre or post tax. Company match of 50% paid on employee contributions up to 6% of pay, payable to employees following the end of the year; immediate vesting. Additional company contribution of 4% of pay each pay day into your account; 100% vested after three (3) years of service. Health Savings Account (HSA) and Flexible Spending Accounts (FSA) options. Time Off & Leave Paid Time Off (PTO): Accrual-based, increases with tenure, eligible at 90 days of employment. Full-time new employees will receive up to 12 PTO days annually; accrual based on start date and may include additional PTO based on role and/or state & local requirements. Part-time employee PTO hours are calculated based upon the standard weekly hours the employee is scheduled to work and will accrue at a minimum of 3 hours per month. Paid Holidays: Full-time employees are eligible for 10 company-paid holidays annually, in addition to 1 mental health day, 2 floating holidays and 1 volunteer day. Holidays vary by business unit schedules. Part-time employees are eligible for 8 company-paid holidays annually, in addition to 1 mental health day and 2 floating holidays. Holidays vary by business unit schedules. Paid leave programs, including parental, bereavement, jury duty, and military leave. Career Growth & Education Tuition assistance (up to $5,250 annually; 80% covered by ACG). Professional certification support with 100% reimbursement for eligible programs. Opportunities for career development and advancement. Additional Perks Complimentary AAA membership with roadside assistance and travel discounts. Adoption assistance program. Job Posting Period: This position is expected to remain posted through 11/1/2026; however, it may close at any time once a qualified candidate pool is identified. Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit www.aaa.com Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. 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 accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.