Life Insurance Specialist - Sarasota, FL

Field Life Agent

Drive meaningful growth as a Field Life Agent by building relationships, developing leads, and helping members protect their futures through Life, Health, Annuity, Membership, and Financial Services products. In this role, you'll combine consultative sales, strong product knowledge, and exceptional customer service to uncover needs, close sales, and achieve production goals. You'll also collaborate with branch partners to maximize referrals, cross-sell opportunities, and long-term member satisfaction.

Full time Exempt/Non Exempt: Hourly

Location Details: 8220 S Tamiami Trail, Sarasota, FL 34238

Position Schedule / Shift: Monday Friday (8:30am to 5:30pm)

Key Responsibilities:

• Sales & Business Development
• Solicit and sell Life & Health insurance and Annuity products under minimal supervision primarily within ACG branch location.
• Develop leads and prospects for new accounts through marketing activities such as phone calls, mailings, referrals, networking, website inquiries, and seminars.
• Prepare proposals and close sales of Life, Health, Annuity, Membership, and Financial Services products.
• Achieve established sales goals.
• Product Knowledge & Sales Expertise
• Maintain thorough knowledge of product features, marketing techniques, and sales techniques.
• Use sound sales practices when working with customers.
• Customer Service & Relationship Management
• Respond to customer inquiries and problems.
• Build sales opportunities through customer engagement and follow-up.
• Operations, Compliance & Documentation
• Complete appropriate applications and forms.
• Follow internal processing procedures to ensure transactions comply with company policies and practices.
• Prepare reports documenting prospecting and sales activities.
• Maintain specified production standards and persistency levels for required products.
• Collaboration & Cross-Selling
• Work collaboratively with others in the Branch to reach business goals.
• Maximize leads, sales opportunities, and cross-sell opportunities.
• Assist Underwriting and Brokerage Departments in satisfying requirements

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