Annuities, Business Plan, Business Solutions, CLU, Communication Skills, Computer Skills, Computer Workstations, Conferences, Customer Relations, High School Diploma, Illustrating Ability, Incentive Programs, Insurance Sales, Interpersonal Skills, Lead Generation, Life Insurance, Life Insurance Software, Maintain Compliance, Meet Sales Quota, Multilingual, PC (Personal Computer) Systems, Property Insurance, Quality Management, Quality Metrics, Regulations, Revenue/Sales Reporting, Sales, Sales Prospecting, Staff Training, Team Player, Time Management, Tuition Reimbursement
Why Work For Us?
- Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
- 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period
- Benefits - Medical, Dental, Vision, wellness program and more!
- Paid Holidays
- Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
- Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
- Free AAA Classic Membership
- AAA Product Discounts
- Tuition Reimbursement Program
.
Job Fair Details:
Positions: Life Insurance Agent (in office position)
Date: Wednesday, June 17, 2026
Hours: 9:30 AM -1:00 PM
Interview Location: This will be conducted Onsite
Walnut Creek Marriott Hotel
2355 N Main St, Walnut Creek, CA 94596
At AAA, we need passionate, dedicated people to help our Members live life smarter. If you're looking for a career with purpose, join us!
Why work for us?
Compensation - Uncapped commission structure with the ability to earn commission on multiple products.
No Overhead Costs - W-2 structure with dedication space in a AAA NCNU branch.
Benefits - Medical, Dental, Vision, wellness program and more!
401k Matching - $1 for $1 company match up to 6% of pay.
Paid Time Off - Team Members accrue paid time off monthly with paid holidays.
Collaborative Environment - AAA will value your contribution to providing exceptional service to our members.
Essential Functions
- Maximizes life insurance market penetration with current members and property/casualty insureds and stays vigilant for new sales opportunities. Maintains high quality production and persistency standards to assure profitable growth. Identifies and develops sales opportunities within the community. Follows company approved sales process in the completion of required financial, activity and sales reporting.
- Provides life sales support and training on lead development and identification for the frontline employees, Insurance Sales Agents (P/C) and other staff who come in contact with members/ insureds. Establishes and maintains strong working relationships with front line employees, Sales Agents and the branch management team. Notifies Agents in a timely manner of result with referred lead. Provides leads from life insureds and other calls to Sales Agents for other products/services, i.e., membership, auto/homeowners and travel insurance.
- Stays well-informed of changes and developments in policy and/or external practices. Attends meetings to obtain information, provide input, keep lines of communication open, stay updated and offer sales ideas when appropriate. Keeps current in industry; maintains continuing education for licensure.
- Develops 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. Reviews plan objectives and reassesses strategies to align performance relative to annual sales goals.
- Ensures compliance with NCNU and AAA Life and regulations, as well as external regulations
Knowledge/Skills/Abilities
- Strong interpersonal, presentation and communication skills needed to interact with staff, members and insureds effectively
- Ability to cultivate relationships with peers and staff; educates staff to make referrals to Life Insurance
- Agents
- Computer skills in basic software applications, and navigating business applications specific to life insurance
- Demonstrated skills in selling life insurance and annuities; Skills to develop, track and effectively follow up on leads (preferred)
- Strong knowledge in sales techniques, life product line illustrations, features and benefits (preferred)
- Demonstrated skills in prospecting and lead generation abilities (preferred)
- Bilingual communication skills (preferred)
Education & Experience/Licenses & Certification
- 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)
- CLU, ChFC and/or LUTCF Designations (preferred)
Work Environment/Physical Requirements
Works in an office environment sitting at a desk, table or computer workstation for extended periods of time. May travel by car, plane or other form of 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.
#LIFE
*
A
AAA Northern California, Nevada and Utah Insurance Exchange