Annuity Services Director jobs in New Bedford, MA

$3,000 SIGN ON BONUS!

Are you interested in joining a team that is continuously innovating to create the best experiences for members? Would you like to work for a company that has been rated a top employer and best place to work across the Northeast year over year? Do you want to be part of a company that is committed to giving back to the community?

At AAA Northeast, as we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.

The Life & Annuity Agent will generate new life & annuity business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member services and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency.

What you will do:

• Develop referral and networking sources that provide business opportunities in the personal life insurance and retirement planning markets as well as value-added referrals to other AAA team members.
• Educates and counsels existing and prospective clients regarding the various life insurance and retirement planning options available, thereby facilitating informed client decisions regarding personal, family, and business financial security needs. Establishes ongoing consultative relationships with clients to ensure their life insurance and retirement planning needs are periodically reviewed and updated to meet changing situations.
• Performs an assessment of the client’s or prospective client’s assets and liabilities, where appropriate; offers a risk analysis regarding their personal or business insurance exposure and provides recommendations and guidance on options that will protect their financial well-being and respond to their risk management needs.
• Prepares applications, orders physical exams and communicates with both prospective insured and vendors; follows up on the status of policies written to ensure they are issued and placed. Completes the fulfillment process by delivering and reviewing policies with clients, establishing a payment plan, and completing required forms.
• Maintains partnerships with Life insurance company representatives and underwriters and works as a liaison between the client and the insurer in the event of a claim.
• Maintains accurate paper/electronic records and facilitates reporting via the agency management system, including keeping accurate and complete customer files in the CRM system (MS Dynamics) and agency management system (Applied Epic).
• Supports AAA corporate success by recommending AAA membership, travel, and other financial service products to existing and prospective clients.
• Establishes and continuously maintains an understanding of the concepts and products available to meet client needs and capitalize on available opportunities.

SALARY:

Starting annual base salary of $38,480 ($18.50 per hour) and includes a generous commission structure based on sales performance.

Education
High School or GED Required

Experience

• 2 years sales experience, with preferably 1 years in Life Insurance
• Exceptional communication skills, with a focus on relationship building and customer service
• Ability to work well within a team environment; share knowledge and help other team members as needed
• Work with a technology and digital-first mindset
• Possess the data and analytical skills needed to assess a situation, make decisions, and apply insurance agency policies and procedures

Licenses and Certifications

Current Life & Health Insurance License Required and Industry designations (CLU, FLMI, etc.) Preferred Failure to be appointed as an Agent for AAA Life will result in job offer being rescinded/employment being terminated. Required and Must complete all required AAA Life onboarding documents and training. Required

AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran’s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.