Sr. Sales Specialist, Financial Services

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
  
  

At AAA, our Team Members strive to deliver amazing service and help our Members outsmart life’s roadblocks. We believe everything you do outside of work adds to who you are at work

This is a field position. Regular travel across the AAA MWG (CA, NV, AK, UT, MT, WY, AZ) footprint, as well as to other AAA Clubs, special events, and conferences is required to build relationships and provide sales coaching and training support.

Job Summary

The Sr. Sales Specialist, Financial Services is responsible for providing sales training and coaching to drive results across all assigned Branch, Travel, Call Center, and Auto Repair locations. This position serves as subject matter expert (SME) and works closely with senior leaders, frontline managers, and team members to support day-to-day sales activity (virtually and in-person) through regular training and hands-on coaching to install and reinforce sales processes and best practices to drive KPIs and achieve revenue goals.

Essential Functions

• Work closely with all levels of management to ensure teams are aligned on product implementation, product changes/enhancements, and new product offerings.
• Act as subject matter expert (SME) on sales materials, technology, and processes, as well as all applicable tools and resources.
• Provide hands-on sales coaching and training support to ensure leaders and team members understand product design, usage, and deployment, including features and benefits, pricing, and the AAA competitive advantage.
• Develop best practices and deliver sales coaching and training programs to enhance the skills and performance of field and call center teams to exceed activity targets.
• Track individual and team performance, communicate insights, forecast results, and evaluate remediation plans.
• Build and maintain strong relationships with all key stakeholders, including managers and team members, internal departments, and external partners.
• Represent Financial Services at special events and conferences.
• Collaborate with marketing and product teams to develop and implement effective sales campaigns.
• Lead cross functional teams to develop marketing tools to help drive sales.
• Ensure compliance with all relevant regulations and company policies.
  
  

Knowledge And Skills

• Driven people leader with strong interpersonal skills – building relationships, solving problems, and influencing behavior change to drive results.
• Competitive personality with a track record of overachieving.
• Receptive to feedback, and a willingness to learn and embrace continuous improvement.
• Collaborative mindset with the ability to work effectively across teams.
• Demonstrates strong sales acumen and models sales behaviors.
• Forward thinker with strong ability to manage multiple projects and priorities simultaneously.
• Highly organized with strong attention to detail and accuracy.
• Flexible in adjusting approaches to meet the needs of different people and situations
• Strong written and verbal communication skills.
• Strong computer skills, including proficiency with Google Workspace and CRM tools.
• Ability to rotate among job functions, as needed.
• Ability to work an extended hour schedule, as needed.
  
  

EDUCATION, COMPETENCIES, CERTIFICATIONS/LICENSES

Minimum Qualifications

(Required)

• Bachelor's degree plus 5 years (or High School diploma plus 12 years) experience in sales enablement, sales support, or related role
• 3 years experience in a sales leadership role
• Valid driver’s license
  
  

Preferred Qualifications

• Knowledge of AAA products and systems
• 2 years experience in the financial services industry
• 2 years experience in the insurance industry
  
  

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