Financial Services Sales Representative

Sales Agents at Automobile Club Of Missouri drive growth within our Banking, Insurance & Investment services by delivering tailored solutions to members. In this Sales & Business Development role, you'll cultivate relationships, identify needs, and offer products that enhance financial security and travel safety. You will manage a pipeline of prospects, meet sales targets, and provide exceptional consultative service. Working within AAA Club Alliance's respectful, team-oriented culture, you'll collaborate across departments, gain exposure to service innovation, and access continuous training and professional development in a stable, member-focused organization.

Responsibilities

• Proactively engage prospective and existing members to understand their banking, insurance, and investment needs and recommend appropriate solutions.
• Present and explain AAA Club Alliance financial and insurance products clearly, ensuring members understand coverage, pricing, and benefits.
• Meet and exceed individual and team sales goals, including revenue, conversion, and retention targets.
• Develop and maintain a strong pipeline of leads through outbound calls, referrals, follow-ups, and cross-selling to existing members.
• Provide exceptional, safety-focused customer service during every interaction, reinforcing AAA's values of trust, integrity, and reliability.
• Accurately process new applications, policy changes, renewals, and account updates in accordance with company standards and regulatory requirements.
• Collaborate closely with colleagues in Sales & Business Development and other departments to coordinate member solutions and share best practices.
• Ensure all sales activities comply with applicable banking, insurance, and investment regulations, internal policies, and quality standards.
• Stay current on AAA Club Alliance products, promotions, and industry trends to effectively position offerings against competitor options.
• Document all contacts and outcomes in CRM systems, maintaining complete, timely, and accurate records of member interactions.
• Participate in ongoing training, coaching, and professional development activities to enhance product knowledge and sales effectiveness.
• Represent Automobile Club Of Missouri and AAA Club Alliance in a professional manner that reflects the organization's commitment to safety, respect, and member satisfaction.

Required Skills

• Outbound and inbound sales communication
• Customer relationship management (CRM) software
• Banking, insurance, and investment product knowledge
• Needs-based selling and consultative sales
• Upselling and cross-selling techniques
• Pipeline and territory management
• Basic financial literacy and risk concepts
• Data entry and accuracy in policy and account records
• Microsoft Office Suite (Word, Excel, Outlook)
• Handling confidential customer and financial information
• Time management and prioritization
• Negotiation and closing skills
• Compliance with banking and insurance regulations
• Call handling and follow-up
• Performance reporting and KPI tracking