Qureos Mentor

AAA Northeast

<div>Launch Your Insurance Career with AAA Northeast &ndash; Paid Training, Licensing, and Unlimited Growth!
Join our dynamic team at AAA Northeast as a Field Insurance Agent, where you'll inspire and motivate clients, achieve results, and enjoy comprehensive training and support in a fast-paced, rewarding environment with excellent earning potential.
As a Field Insurance Agent, you will acquire the necessary knowledge to achieve licensing in Personal Lines, with all training and costs covered by AAA Northeast. Once licensed, you will sell personal lines insurance products to members who contact us over the phone, online, and in retail branches. 
What You&rsquo;ll Do:
<ul><li>Sell insurance products and services, meeting or exceeding sales goals
</li><li>Interact with members in person at the branch, over the phone and online
</li><li>Compile coverage and rating information; confirm insurer underwriting criteria, coverage, and premium data
</li><li>Provide members with product and premium proposals that best fit their needs
</li><li>Develop leads and prospects by responding to referrals in a timely manner
</li><li>Participate in sales programs and maintain prospect files in the CRM system
</li><li>Develop general knowledge of Life products for referrals to licensed agents
</li><li>Follow agency processes and procedures in quoting and binding coverage, and processing member payments
</li><li>Work with Quality Assurance and Underwriting departments to minimize error and omission exposures
</li><li>Provide AAA Five Diamond service to all current and prospective AAA Insurance clients
</li><li>Build professional relationships with clients, insurance company representatives, dealerships, real estate agents, etc
</li><li>Gain knowledge of AAA Northeast membership benefits to offer and sell to clients
</li></ul>What You'll Need:
Education<ul><li>
High School Diploma or GED required; Associate's Degree preferred</li></ul>
Experience<ul><li>
2+ years Sales or customer service experience</li><li>
Insurance sales experience preferred</li><li>
Outbound or cold-calling experience strongly preferred</li></ul>
Licenses and Certifications<ul><li>
Must obtain Personal Lines Insurance License within 30 days (training and exam fees covered by AAA Northeast)
</li><li>Life License preferred or obtained within 1 year</li></ul> 
Benefits &amp; Compensation
<ul><li>Competitive base hourly rate + unlimited commission
</li><li>Paid Time Off: 3 weeks vacation, 12 holidays, 8 sick days annually
</li><li>Health Coverage: Medical, dental, and vision (AAA covers up to 88%)
</li><li>Retirement: 401(k) with 6% company match
</li>Free AAA membership, insurance discounts, tuition reimbursement, and more 
<li>
</li></ul> 
This position is eligible for a $2500 sign-on bonus!
Sign-on bonus terms: This bonus will be issued in two installments, the first after successful completion of 3 months of employment and the second after successful completion of 6 months of employment. These bonus terms take effect on your first day of work.
Apply today and start your insurance career with AAA Northeast!
Why AAA Northeast?
Trusted Legacy: Over 100 years of service excellence.
Career growth with a promote-from-within culture
People-Focused: Rich history of protecting employees, members and the community.
AAA Northeast is proud of our diverse culture, fostered by the many talents, skills, passions, and expertise of our employees. We are an equal opportunity employer. We do not discriminate in recruiting, hiring, or promotion based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran&rsquo;s status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.</div>

Field Insurance Agent I

<div>Eligible applicants must live within a commutable distance to our Plymouth, MA branch location. This position would be a hybrid role, which means that you will typically spend 3 days of your work week working onsite and 2 days of your work week working from a remote location. You have applied to a hybrid position, and as such, you will be required to meet specific work from home requirements to support the business needs of AAA. This includes high speed internet access with minimum internet speed requirements.
Hours: 8:45am-5:15pm, every 4th Saturday 9:00am-1:00pm in office
The Financial Services Representative is responsible for guiding members through the complete loan process - from initial qualification to closing and post-funding follow-up. This position is highly administrative and compliance-driven, requiring meticulous attention to detail in handling sensitive personal and financial data (PII), verifying documents, and maintaining accurate records. The Representative utilizes the organization's CRM system to qualify leads for all loan products (excluding GAP and debt protection), converting them into opportunities ('wins'). Once qualified, the Representative collects required documentation through secure channels such as electronic signature platforms, the loan origination systems, or secured email, ensuring all information is complete and accurate. This role also includes a sales component, where the Representative generates contracts for loan and protection products, prepares closing packages, and finalizes transactions through electronic or in-branch signings. After closing, the Representative performs necessary follow-up to ensure all documentation is completed and members have fulfilled lender obligations. The ideal candidate is highly organized, detail-oriented, and confident working in a compliance-focused, member-service environment that balances administrative precision with sales performance. 
 
What you will do:<ul><li>
Manages inbound loan inquiries and provides accurate information on available consumer loan products and services. For bilingual roles, performs these functions in both English and the target language.</li><li>
Utilizes the CRM system to qualify and manage all necessary loan product leads (excluding GAP and debt protection products). Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.</li><li>
Collects required member documentation via secure channels. Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements.</li><li>
Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in-branch signings. Ensures all loan documentation is accurate, compliant, and properly filed.</li><li>
Conducts follow-up after closing to confirm all required documentation has been received, additional obligations are met, and the member experience remains positive throughout the process. Performs other duties as assigned.</li><li>
&bull; Maintains data integrity in CRM and loan systems by documenting every member interaction, loan stage, and closing action. &bull; Collaborates with lenders, branch staff, and sales managers to ensure timely and compliant loan processing. &bull; Adheres strictly to all privacy and data security standards in the handling of PII. &bull; Provides consistent communication and updates to members throughout the loan cycle. &bull; Supports departmental goals related to compliance accuracy, administrative quality, and sales performance.</li></ul>
What You Will Need<ul><li>
High School Diploma required</li><li>
1-2 years experience in consumer lending, banking, or a related administrative or sales environment.</li><li>
Must successfully complete a criminal background check during pre-employment screening and periodic re-screening during employment, in accordance with company policy and applicable law</li></ul>
Why AAA Northeast
Career Growth: With ongoing world-class training and proven career paths, you'll have the opportunity to develop expertise and advance your career within AAA Northeast. 
Trusted Legacy: With over 120 years of service excellence, we have a long track record of protecting our members as well as our employees and their families. 
Future-Focused: With new business offerings and increasing digital presence, we are focused on innovating for the future to sustain our success.
What We Offer<ul><li>
Award-Winning: We&rsquo;ve been named as a Top Employer for the last 7 years</li><li>
Health Coverage: Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.</li><li>
Retirement: 6% company match on 401(k) retirement plan contribution, with contributions fully vested and made every pay period</li><li>
Paid Time off: 3 weeks&rsquo; vacation, 12 holidays, 8 sick days, 48 hours of volunteer time annually</li><li>
Additional Perks: Free AAA membership, insurance discounts, travel commission refund, up to $625 in Wellness Incentives, up to $6k in tuition reimbursement, and more!</li><li>
Compensation: Competitive base pay, annual bonus opportunities, and for certain roles, additional monthly and/or quarterly incentive compensation. The posted salary range represents the full range grade for this role, with individual pay based on job-related skills, experience, shift, and geographic location.</li></ul>
At AAA Northeast, how we work together matters. We are a highly collaborative organization that values connection, transparency, and trust. Our &ldquo;cameras on&rdquo; approach during virtual meetings reflects our expectation that team members are present, engaged and actively participating, helping to build strong working relationships and a sense of shared accountability, no matter where we&rsquo;re located. 
 
We are also proud of our diverse culture, shaped by the talents, experiences, and perspectives of our employees. AAA Northeast is an equal opportunity employer and is committed to fair and equitable practices in recruiting, hiring, and advancement. We do not discriminate based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class. We thrive when our team members bring their whole selves to work.</div>

Financial Sales & Service Representative

Join AAA Northeast and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

AAA Northeast

About Company

Field Insurance Agent I

Financial Sales & Service Representative