Producer - Employee Benefits
Core
Sales role focused on selling employee benefits, insurance, retirement, and wealth management products to individuals, families, and businesses.
Role type
Producer (Sales)
Builds
Insurance programs and financial products for clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
sales of intangible products, prospect identification, lead qualification, proposal preparation, account management, cross-selling, application preparation, quote preparation, client retention, industry trend analysis
Preferred skills
Producer Broker's License
Technologies
sales database
Responsibilities
Develop and achieve maximum sales volume, identify and qualify new prospects, handle company-generated leads, prepare and present proposals, maintain loyal customer base, coordinate ongoing service with support staff, design insurance programs, ensure accurate application and quote preparation, cross-sell business lines, retain existing accounts, serve as primary contact for client issues, monitor industry trends.
Seniority
Mid-level Sales