Sales Producer (Life Insurance)

Job Description

Job Description

We are seeking a highly motivated Sales Producer who is energized by a performance-driven environment and excited about the opportunity to maximize their earnings through a primarily commission-based compensation structure. This role is ideal for individuals who embrace accountability, take ownership of their results, and are passionate about building a successful sales career in the life insurance industry.

The ideal candidate understands that success is directly connected to effort, consistency, and relationship-building. They are motivated by ambitious goals, thrive in a competitive atmosphere, and view challenges and objections as opportunities to improve and grow.

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

• Generate new business opportunities through inbound and outbound calls, referrals, networking, and lead follow-up.
• Present and explain life insurance products, coverage options, and policy benefits to prospective clients.
• Conduct needs assessments to understand customers' financial goals, family situations, and protection needs.
• Recommend appropriate life insurance solutions based on each client's individual circumstances.
• Build and maintain strong relationships with clients to encourage retention, referrals, and long-term loyalty.
• Follow up consistently with prospects and existing customers to maximize sales opportunities and policy renewals.
• Meet or exceed monthly production, premium, and sales goals established by the agency.
• Maintain accurate and timely records of all client interactions, applications, and sales activities within the CRM system.
• Ensure all applications, documentation, and policy information are completed accurately and in compliance with state and company regulations.
• Stay current on life insurance products, underwriting guidelines, industry trends, and licensing requirements.
• Collaborate with customer service teams, managers, and other producers to provide an exceptional client experience.
• Participate in sales meetings, training sessions, coaching programs, and professional development initiatives.
• Maintain high ethical standards and always act in the best interest of clients and the agency.
• Identify cross-selling opportunities for additional insurance products when appropriate.
• Represent the agency professionally within the community and contribute to building a strong brand reputation.
• If the position is on-site and primarily commission-based, you could also include responsibilities that emphasize a producer mindset:
• Take ownership of personal production goals and proactively develop strategies to achieve them.
• Consistently maintain a healthy sales pipeline through disciplined prospecting and follow-up activities.
• Demonstrate a strong sense of urgency, competitiveness, and accountability for individual results.
• Leverage referrals, community connections, and relationship-building efforts to generate sustainable business growth.
• Embrace a performance-driven culture where compensation and advancement opportunities are directly linked to sales achievements.

• Active Life and Health Insurance License preferred (or willingness to obtain one).
• Minimum of 1 year of experience in sales, customer service, or insurance.
• Previous life insurance sales experience is a plus.
• Strong communication, negotiation, and relationship-building skills.
• Results-driven mindset with the ability to meet sales goals.
• Comfortable working in a fast-paced, commission-based environment.
• Proficiency with CRM systems and basic computer applications.
• Reliable, self-motivated, and highly organized.
• Availability to work on-site during business hours.
• Bilingual English/Spanish is a plus.