Insurance specialist job description

We are looking for someone who will thrive in a sales and service environment. We’ll provide the training you need on an array of AAA products and services to interface with members with confidence. You will have the opportunity to train and obtain your Personal Lines Insurance License and Notary Certification. You’ll have the opportunity to earn base pay increases, bonuses opportunities, and career growth (90% of our managers are promoted from within). This is an exciting position in our branch network and ideal for candidates interested working in a teamwork environment interfacing with AAA members.

This position fulfills member requests such as: planning road trips, distributing maps and tour books, taking passport photos, insurance administrative duties, and other services for members.

Our branch hours of operation are Monday through Friday 8:30am – 5:00 pm and Saturday 9:00 am – 1:00 pm. We are closed on Sundays and most holidays.
Qualifications:
• Experience in retail sales, or similar customer service/sales environment
• Proven ability to exceed assigned sales or service quality goals
• Ability to work some overtime including Saturdays
• Experience with Microsoft Office basics
• Ability to travel locally when necessary
• A high school diploma or GED
• Successful completion of background check and drug screening
Remarkable benefits:
• Health coverage for medical, dental, vision
• 401(K) saving plan with company match AND Pension
• Tuition assistance
• PTO for community volunteer programs
• Wellness program
• Employee discounts
AAA Northern New England is part of the largest federation of AAA clubs in the nation. We have 14,000 employees in 21 states helping 17 million members. The strength of our organization is our employees. Bringing together and supporting different cultures, backgrounds, personalities, and strengths creates a team capable of delivering legendary, lifetime service to our members. When we embrace our diversity – we win. All of Us! With our national brand recognition, long-standing reputation since 1902, and constantly growing membership, we are seeking career-minded, service-driven professionals to join our team.
“Through dedicated employees we proudly deliver legendary service and beneficial products that provide members peace of mind and value.”
AAA is an Equal Opportunity Employer

• Acquire a broad knowledge of individual product offerings and how to position sales solutions.
• Maintain Life & Health license or pass licensing requirements within 60 days of hire in the state of MA.
• Sell insurance products with a focus on whole life insurance to customers within communities in Massachusetts in person, over the phone, or through technology platforms.
• Prospect new customers through cold calls, direct mail & email campaigns, attending and or organizing community-based education events.
• Establish a structured sales routine with metrics & goals. Continuously improve your performance in a metrics-driven environment, directly impacting your earnings.
• Be the best brand ambassadors for the company.
• Have an entrepreneurial, goal-driven mindset.
• Educate and communicate the need for insurance to prospects based on their needs.
• Active in the local communities, develop and build relationships within the assigned territory for an assigned product portfolio.
• Monitor and achieve sales goals.
• Work collaboratively with workplace counterparts.

Qualifications

Education: Bachelors or Equivalent work experience

Experience: 2+ Years in a Sales Role or an equivalent role.

Knowledge Requirements: Sales Acumen, Excellent interpersonal skills, priority would be given to a candidate with a strong understanding of Individual Whole Life Insurance.

Certifications/Licensures: Massachusetts Life and Health License or ability to obtain within 60 days of employment.

Due to the COVID-19 pandemic, the majority of Boston Mutual's associates are currently working remotely in accordance with our safety protocols. The selected candidate will be expected to temporarily work remotely for an unspecified period of time as determined in Boston Mutual's sole discretion. We started going back to the office in May 2022 -- two days a week Mondays and Thursdays is the minimum at this time but that is subject to change in the future. You may be asked to come on site more than 2 days a week per your managers request and based on business need.

Boston Mutual is an equal opportunity employer. Boston Mutual is an equal opportunity employer, and does not discriminate on the basis of race, color, age, religious creed, national origin, ancestry, sex, sexual orientation, gender identity, genetic information, disability, military service, veteran status, family status, pregnancy, or any other characteristic protected by federal or state laws. Boston Mutual is a drug-free workplace, and any offer extended will be contingent upon appropriate results of a drug test.

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Compensation:

$91,352+ at plan commission

Responsibilities:

• This is not just a sales job - it is a career with purpose and opportunity
• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses

How we will compensate you.
You have the power to drive your own income with our commission-based compensation. The average income of our more than 12,000 financial professionals who sold at least one life insurance policy in 2020 was $91,352.

The average income of nearly 6,000 of our Registered Reps who sold at least one life insurance policy in 2020 was $134,369.70 Our Benefits include medical, dental, vision, a 401(k), and pension.

Qualifications:

Are you a leader who has the following traits?

• Coachable
• Entrepreneurial
• Communicative
• Self-disciplined
• Authentic
• Competitive

If yes, consider becoming a Financial Professional/insurance agent to drive a positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

About Company

About New York Life

New York Life is a Fortune 100 company[5] with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors[6]. We are focused on the long-term success for our clients.

Awards

• 2021 Forbes Best Employers for Diversity: New York Life ranks #82 out of the 500 companies recognized.
• Training Magazine 2021: Top Companies for Learning and Development

New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation

SMRU#1943477 Exp 09/31/2022