Licensed Sale Producer

Job Description

Job Description

The Producer is responsible for generating new business by identifying potential clients, selling insurance products, and providing excellent customer service. This role involves understanding clients' insurance needs, offering tailored solutions, and building long-term relationships to ensure client satisfaction and retention. Our agency has been serving clients since 2004 and its mission is to provide the best customer service by thoroughly educating clients about the importance and value of insurance products offered, which not only protect them in the present, but also helps them rebuild their future if tragedy strikes; and to do so with professionalism and integrity.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Responsibilities

• Conduct thorough needs analysis to understand clients' insurance requirements and provide appropriate product recommendations.
• Present and explain insurance policy options to clients, including coverage, benefits, and premiums.
• Prepare and deliver customized insurance quotes and proposals.
• Assist clients with the application process, ensuring all required documentation is completed accurately and timely.
• Achieve and exceed sales targets and performance metrics.
• Stay informed about industry trends, products, and regulatory changes.
• Identify and prospect potential clients through various channels, including referrals, cold calling, marketing campaigns, networking events, community activities, and professional organizations to promote the agency and generate leads.
• Establish and generate a sales pipeline and process.
• Effectively X-Date all referrals, cold calls, and all other prospects.
• Develop and establish Strategic Partners and effective referral programs within agency target markets and niches.

Requirements

• Must be Licensed in Property and Casualty before start of employment
• Must be Licensed in Life and Health within 90 days of employment
• Strong sales and negotiation skills with the ability to close deals.
• Excellent communication and interpersonal skills.
• Strong organizational and time-management abilities. Competency in Microsoft Office Suite, Salesforce, Acord forms, and other insurance platforms.