Sales Producer

Job Description

Position Overview: We are seeking a motivated and entrepreneurial Sales Producer to join our team. In this role, you will be responsible for prospecting, acquiring, and servicing clients’ insurance needs through face-to-face interaction and relationship-building. The ideal candidate has a strong business acumen, is highly self-driven, and is passionate about helping clients protect their assets and manage risk. You will represent Patriot's diverse range of Employee Benefits and Commercial insurance products while developing strategic partnerships and fostering client loyalty.

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Professional Responsibilities:

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• Meet with clients to assess their insurance needs, risk exposure, and long-term goals
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• Recommend appropriate coverage, policy terms, and carriers by preparing and presenting tailored insurance proposals
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• Source quotes from multiple carriers and communicate the pros and cons of each option clearly to clients
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• Develop and implement strategic sales plans to exceed new business and growth goals
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• Prospect proactively through referrals, networking, and personal outreach to build a strong book of business
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• Build and maintain strong relationships with existing clients, strategic partners, and centers of influence
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• Stay current with market trends, carrier offerings, industry regulations, and competitor movements
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• Track and report on sales activities and key performance metrics to continuously refine and improve results
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• Collaborate with internal teams to ensure seamless onboarding and policy servicing
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• Uphold the highest standards of client confidentiality and professional ethics
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Qualifications and Requirements:

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Required:

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• 3+ years of sales experience, preferably in an outside sales capacity
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• High School Diploma or GED
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• Employee Benefits or Commercial Insurance License
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• Strong communication, presentation, and negotiation skills
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• Excellent organizational and time-management abilities
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• Comfortable with CRM systems, Microsoft Office Suite, and virtual meeting tools
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• Self-motivated, adaptable, and results-oriented
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• Must be authorized to work in the U.S. without sponsorship
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Preferred:

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• Previous experience at a insurance agency
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• Bachelor’s degree in Business, Marketing, or a related field
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