Insurance Sales Producer

CG Financial Services; Haslett (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

CG Financial Services is seeking a motivated Insurance Sales Producer to join its team in Haslett, Michigan. This full-time position focuses on utilizing company-provided leads to build a successful sales pipeline while learning about the insurance industry.

The ideal candidate will have strong interpersonal skills, a background in sales, and a desire to perform well in a structured environment. Opportunities for professional growth are available through successful engagement in community networking and events.

Qualifications

• Experience in sales or business development is preferred.
• Ability to build and maintain client relationships.
• Familiarity with insurance products is a bonus.

Responsibilities

• Work on company-provided leads for new business.
• Develop personal referral sources and networks.
• Conduct insurance reviews and present coverage options.

Skills

Sales experience

Customer service

Interpersonal skills

Communication skills

Self-motivated

Goal-oriented

Education

Active Michigan Property & Casualty License

Tools

CRM platforms

Agency management systems

Job description

Position Overview

CG Insurance Agency is seeking a motivated, relationship‑driven Insurance Sales Producer to join our growing team. This consultative sales role is designed to set you up for success from day one with company‑provided lead opportunities that give you a strong foundation while you learn our products, systems, and clients. The position is in‑office based in Haslett, Michigan, offering a base salary with meaningful incentive upside tied directly to new business performance.

Responsibilities

• Work company‑provided lead opportunities as the foundation of your pipeline — converting and closing with professionalism and follow‑through.
• Develop your own referral sources and centers of influence — mortgage brokers, realtors, CPAs, auto dealers, and other community connectors — creating additional earning opportunities.
• Build and maintain a referral network that generates consistent self‑sourced new business alongside company‑provided opportunities.
• Participate in periodic marketing and community events representing the CG Insurance brand — building visibility and converting relationships into new business opportunities.
• Conduct outbound follow‑up activities, including calls, emails, and proposal delivery, with consistency and discipline.
• Maintain a disciplined, organized approach to pipeline management and follow‑through.
• Consistently meet or exceed monthly and annual new business production goals.
• Conduct thorough needs‑based insurance reviews to identify coverage gaps and client exposures.
• Educate clients on coverage options, risk considerations, and the value of adequate protection.
• Deliver professional, confident insurance proposals tailored to each client’s situation.
• Recommend appropriate solutions based on client needs — not carrier convenience.
• Build lasting client relationships that generate referrals and expand household coverage.
• Identify opportunities to round out accounts with additional lines of coverage.
• Participate in client retention and annual review initiatives.
• Represent CG Insurance Agency with professionalism in every client interaction.
• Leverage our multi‑carrier platform to obtain competitive coverage options for clients.
• Stay current on carrier appetite, underwriting guidelines, and product offerings.
• Present clients with clear, well‑reasoned coverage comparisons and recommendations.
• Document all client and prospect interactions accurately and consistently within agency management systems.
• Maintain a well‑organized sales pipeline with up‑to‑date activity tracking and follow‑up scheduling.
• Adhere to E&O best practices and carrier compliance requirements at all times.
• Complete all required documentation standards with accuracy and timeliness.
• Actively participate in sales meetings, training sessions, and agency growth initiatives.
• Collaborate with service team members to ensure a seamless, professional client experience.
• Contribute to a positive, performance‑driven team culture.

Required Qualifications

• Active Michigan Property & Casualty License – or the demonstrated ability and commitment to obtain licensure within 60 days of offer.
• Proven experience in sales, customer service, or business development – insurance background helpful but not required.
• Strong interpersonal and communication skills – you connect with people naturally and build trust quickly.
• Self‑motivated and goal‑oriented with a track record of hitting or exceeding targets – you are energized by earning and motivated to grow.
• Comfortable working a structured lead process and, over time, developing your own referral network and centers of influence.
• Outgoing and personable – comfortable representing a brand at community events and networking functions as opportunities arise.
• Proficient with CRM platforms, agency management systems, and standard business technology.

Preferred Qualifications

• Previous insurance sales or financial services experience.
• Familiarity with personal lines and/or commercial lines products and coverages.
• Experience using agency management or CRM platforms in a sales environment.
• Existing referral network or community presence in the greater Lansing/Mid‑Michigan area.

How Success Is Measured

• New business premium written
• Policy count growth
• Account rounding and cross‑sell performance
• Referral source development and center of influence relationships built
• Event participation and brand representation activity
• Activity metrics — calls, appointments, quotes, and proposals
• Client satisfaction and service quality
• Documentation accuracy and compliance adherence

What to Expect — Your First Year

Onboarding & Foundation — Months 1–2: Learn our systems, carrier relationships, products, and processes. Focus on working provided leads with close support from agency leadership. No pressure to self‑generate — this is your time to learn.

Ramp — Months 3–4: Building confidence and momentum. Full access to provided leads, growing pipeline, and early new business wins. Begin naturally identifying referral opportunities as your comfort level grows.

Full Production — Month 5+: Operating with confidence, hitting production targets, and earning meaningful incentive pay. Producers who develop their own referral sources and centers of influence alongside provided leads will see the greatest earnings growth.

Work Environment

This is a full‑time, in‑office position located in Haslett, Michigan. The role requires daily engagement with your team, consistent client‑facing activity, and active participation in the local business community. You will work in a professional, supportive environment where performance is recognized and growth is encouraged.

Apply today and take the next step in your insurance career.