Life & Health Insurance Sales Specialist
Join AAA Minneapolis Insurance Agency, a distinguished name in the insurance industry, where innovation meets personalized service.
Responsible for facilitating agency growth and enhancing our company’s reputation in the market by promoting Health and Life insurance products and services. This hybrid role focuses on Medicare sales during open enrollment periods and life insurance sales during the off-season, maximizing income potential for the producer and revenue for the agency.
Compensation: $54,000-$58,000 Base Salary (+ Monthly Commissions + Bonuses)
DUTIES AND RESPONSIBILITIES
- Sell Medicare Advantage, Medicare Supplement, and Prescription Drug Plans during AEP and SEPs
- Sell life insurance products (term, whole, final expense) during non-Medicare enrollment periods
- Utilize agency-provided leads and generate new business through networking and referrals
- Conduct needs-based assessments to recommend tailored insurance solutions
- Use quoting tools and agency management systems to deliver accurate, compliant proposals
- Build long-term client relationships and provide ongoing policy support
- Stay current on CMS regulations, carrier updates, and industry trends
- Host company-sponsored seminars to educate members and non-members on company products and services
- Assist clients through the application process, issue quotes, and maintain client records in the agency CRM system
- Focus on continuing education and professional development
QUALIFICATIONS
EDUCATION and/or EXPERIENCE
- High School diploma or equivalent
- Must hold an active Life/Health Insurance License for the State of MN
- Minimum of two years insurance agency experience preferred
- Proven sales experience
- Experience with Medicare and/or life insurance sales preferred
OTHER REQUIREMENTS
- High level interpersonal and communication skills both verbal and written
- Passion for helping people and building lasting relationships with clients
- Goal-oriented with a drive for sales success
- Strong organizational skills and high attention to detail
- Experience using CRM and quoting platforms preferred
- Bilingual (Spanish or other languages) a plus
- Newly licensed agents are welcome to apply
PHYSICAL DEMANDS AND WORK ENVIRONMENT
- Heavy use of an office computer for completing work
- May occasionally be required to stand
- While performing the duties of this job, the noise level in the work environment is usually moderate
- The employee must occasionally lift and/or move more than 5 pounds