Licensed Sales Producer

Amy Rossi & Associates Insurance Agency; Winter Park (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Amy Rossi & Associates Insurance Agency is seeking a Licensed Sales Producer for a full-time, on-site role in Winter Park, FL. You will generate new business, respond to inquiries, and reach out to prospects via phone, email, and in-person meetings.

You will assess client needs, present products, and ensure accurate documentation in agency systems. Role requires strong insurance knowledge, sales skills, excellent communication, and a valid license (or ability to obtain).

Qualifications

• Knowledge of personal and/or commercial lines and applicable state regulations.
• Clear verbal and written communication; active listening.
• Strong customer service mindset focused on responsiveness and problem-solving.
• Prospecting, consultative selling, and closing techniques.
• Ability to learn new products quickly and engage in ongoing professional development.
• Valid state insurance license or ability to obtain within a defined timeframe.
• Proficiency with basic computer applications and agency management systems.

Responsibilities

• Generate new business and respond to inbound inquiries.
• Proactively reach out to prospects via phone, email, and in-person consultations.
• Assess client needs and present suitable insurance products with quotes.
• Complete applications and ensure accurate documentation in agency systems.
• Provide ongoing customer service, handle policy changes, and support claims questions.
• Participate in training and stay current on product knowledge and regulations.
• Support agency marketing and community outreach initiatives.

Skills

Insurance knowledge

Communication skills

Customer service

Sales skills

Training-related skills

Insurance license

CRM/agency systems

Insurance industry experience

On-site work capability

Tools

CRM or agency management systems

Job description

Company Description

Amy Rossi & Associates Insurance Agency is a locally focused insurance agency serving clients in Winter Park, FL and the surrounding communities. The agency is dedicated to helping individuals, families, and businesses protect their assets through personalized insurance solutions. Team members work closely with clients to understand their needs and recommend appropriate coverage options across multiple product lines. The agency values professionalism, ethical conduct, and building long-term relationships based on trust and service.

Role Description

The Licensed Sales Producer is a full-time, on-site role based in Winter Park, FL. This role is responsible for generating new business, responding to inbound inquiries, and proactively reaching out to prospects through phone, email, and in-person consultations. Day-to-day tasks include assessing client needs, presenting suitable insurance products, preparing quotes, completing applications, and ensuring accurate documentation in agency systems. The Licensed Sales Producer provides ongoing customer service, handles policy changes, supports claims-related questions, and follows up to maintain strong client relationships. The role also involves participating in training, staying current on product knowledge and industry regulations, and supporting agency marketing and community outreach initiatives.

Qualifications

• Candidates should possess strong Insurance knowledge, including familiarity with personal and/or commercial lines and applicable state regulations.
• Candidates should possess effective Communication skills, including clear verbal and written communication and active listening.
• Candidates should possess excellent Customer Service skills, with a focus on responsiveness, problem-solving, and client satisfaction.
• Candidates should possess Sales skills, including prospecting, consultative selling, and closing techniques.
• Candidates should possess Training-related skills, such as the ability to learn new products quickly and participate in ongoing professional development.
• Valid state insurance license (or ability to obtain within a defined timeframe) is required.
• Proficiency with basic computer applications, CRM or agency management systems, and accurate data entry is beneficial.
• Previous experience in insurance, financial services, or a related sales environment is preferred but not mandatory.
• Ability to work on-site full time in Winter Park, FL and build rapport with local clients.