This is a full-time, onsite, captive sales role in Billings, Montana. A life licensed professional is required. Essential functions include maximizing life insurance market penetration with current members and property/casualty insureds, maintaining high quality production and persistency standards to assure profitable growth, identifying and developing sales opportunities within the community, and following company approved sales process in the completion of required financial, activity and sales reporting. The role also involves providing life sales support and training on lead development and identification for frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/insureds. Establishing and maintaining strong working relationships with front line employees, Sales Agents and the branch management team is essential. The agent notifies Agents in a timely manner of results with referred leads and provides leads from life insureds and other calls to Sales Agents for other products/services such as membership, auto/homeowners and travel insurance. Staying well-informed of changes and developments in policy and/or external practices, attending meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate is required. The agent keeps current in industry and maintains continuing education for licensure. Developing an annual business plan with input and involvement from the Life Sales Manager to meet goals and determine responsibilities, including new business life sales, quality standards, as well as building outstanding customer relationships is part of the job. The agent reviews plan objectives and reassesses strategies to align performance relative to annual sales goals. Ensuring compliance with NCNU and AAA Life and regulations, as well as external regulations is mandatory. Knowledge/Skills/Abilities required include strong interpersonal, presentation and communication skills, ability to cultivate relationships with peers and staff, computer skills in basic software applications and navigating business applications specific to life insurance, demonstrated skills in selling life insurance and annuities, strong knowledge in sales techniques, life product line illustrations, features and benefits, demonstrated skills in prospecting and lead generation abilities, and bilingual communication skills (preferred). Education & Experience/Licenses & Certification required include High School Diploma or GED, Valid Automobile Operator's License, Active State Resident Life Insurance License, Bachelor's degree in related area or an equivalent combination of education and experience (preferred), 1+ years experience in Life Insurance and/or Annuity Sales (preferred), and CLU, ChFC and/or LUTCF Designations (preferred). Work environment involves working in an office environment sitting at a desk, table or computer workstation for extended periods of time, with possible travel by car, plane or other transportation to attend business meetings or conferences. Approximately 50-80 percent of the time spent on the job involves the use of a personal computer.
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