Employee Benefits Sales Producer

Patriot Growth Insurance Services, LLC; San Diego (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

Patriot Growth Insurance Services, LLC in San Diego seeks a driven Sales Producer to prospect, acquire, and service client insurance needs through face-to-face interaction and relationship-building. You will represent Employee Benefits and Commercial lines and build a growing book of business.

Ideal candidates will have 3+ years in outside sales, hold a license in Employee Benefits or Commercial Insurance, and excel in communication, negotiation, and time management.

Qualifications

• 3+ years of outside sales experience.
• High School Diploma or GED.
• Employee Benefits or Commercial Insurance License.
• Strong communication, presentation, and negotiation skills.
• Excellent organizational and time-management abilities.
• Familiar with CRM systems and Microsoft Office; able to conduct virtual meetings.

Responsibilities

• Meet with clients to assess insurance needs, risk exposure, and goals.
• Recommend coverage, terms, and carriers; prepare tailored proposals.
• Source quotes from multiple carriers and present options clearly.
• Develop sales plans to exceed new business and growth goals.
• Prospect via referrals, networking, and outreach to grow book of business.
• Maintain relationships with clients, partners, and centers of influence.
• Stay current with market trends, carrier offerings, and regulations.
• Track sales activities and KPIs to improve results.
• Collaborate with internal teams for onboarding and policy servicing.

Skills

Communication

Presentation

Negotiation

Education

High School Diploma or GED

Bachelor’s degree in Business/Marketing or related field

Tools

CRM systems

Microsoft Office

Video conferencing

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.

Professional Responsibilities:

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

Qualifications and Requirements:

Required:

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

Preferred:

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