Insurance Sales Agent 1 - Matthews, NC

Summary: AAA The Auto Club Group is a trusted brand providing membership, travel, insurance, and financial services to millions. They are seeking an Insurance Sales Agent responsible for selling and servicing insurance products while meeting sales targets and building customer relationships. 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 Required Qualifications: - 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 Required Skills: State Property & Casualty Insurance Sales license, State Life Insurance Sales license, Health, Accident licenses, Customer-facing experience in financial/banking environment, Product knowledge, CRM software, Microsoft Office, Sales skills, Consultative selling techniques, Prospecting skills, Listening skills, Ambition, Drive Benefits: 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 and much more