Outbound Sales Producer

The Juris Agency; Palm Springs (CA); On-site; USD 45,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Job summary

The Juris Agency is seeking an Outbound Sales Producer to generate new insurance business through proactive outbound sales activities, working with internet leads, making prospecting calls, and building a personal community presence to develop opportunities. The ideal candidate is motivated, persuasive, organized, and comfortable initiating conversations with prospective customers.

This role focuses on selling insurance to outbound prospects and does not involve servicing an existing book unless

Qualifications

• Active insurance producer license required.
• Previous sales, insurance, customer service, or business development experience.
• Strong verbal and written communication skills.
• Ability to initiate and sustain high volume outbound calls.
• Comfortable using CRM systems, email, social media, and standard office tech.

Responsibilities

• Contact and follow up with prospects generated through internet leads and agency marketing sources.
• Make outbound calls, send emails/texts, and use approved methods to reach potential customers.
• Identify customer needs and recommend insurance products and coverage options.
• Quote, explain, and sell insurance products per agency procedures and carrier guidelines.
• Maintain a consistent pipeline of qualified prospects.
• Schedule and conduct sales appointments by phone, virtual, or in person.
• Develop a personal marketing presence in the local community.
• Generate additional prospects through networking, referrals, events, and social media.
• Establish relationships with referral sources, business owners, community members, and prospective customers.
• Document prospect interactions, quotes, follow-ups, and sales activity in CRM.
• Meet or exceed sales, appointment, activity, and production goals.
• Stay informed about products, underwriting requirements, and industry developments.
• Protect customer information and comply with laws and agency policies.
• Provide a professional, customer-focused experience throughout the sales process.

Skills

Outbound sales

Prospecting

Verbal communication

Time management

Tools

CRM software

Email tools

Phone system

Job description

Job Description

The Outbound Sales Producer is responsible for generating new insurance business through proactive outbound sales activities. This position will work with internet-generated leads, conduct prospecting calls, follow up with potential customers, and build a personal presence in the community to develop additional sales opportunities.

The ideal candidate is motivated, persuasive, organized, and comfortable initiating conversations with prospective customers. This role is focused exclusively on selling insurance to outbound prospects and does not involve servicing an existing book of business unless otherwise assigned.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training

Responsibilities

Contact and follow up with prospects generated through internet leads and other agency marketing sources.

Make outbound calls, send emails and text messages, and use other approved communication methods to reach potential customers.

Identify customer needs and recommend appropriate insurance products and coverage options.

Quote, explain, and sell insurance products in accordance with agency procedures and carrier guidelines.

Build and maintain a consistent pipeline of qualified prospects.

Schedule and conduct sales appointments by phone, virtually, or in person.

Follow up persistently and professionally with prospects throughout the sales process.

Develop and maintain a personal marketing presence within the local community.

Generate additional prospects through networking, referrals, community events, local organizations, social media, and other approved marketing activities.

Establish and maintain relationships with referral sources, business owners, community members, and prospective customers.

Accurately document prospect interactions, quotes, follow-ups, and sales activity in the agency’s customer relationship management system.

Meet or exceed established sales, appointment, activity, and production goals.

Stay informed about available insurance products, underwriting requirements, carrier guidelines, and industry developments.

Maintain all required insurance licenses and complete continuing education requirements.

Protect customer information and comply with all applicable insurance laws, regulations, and agency policies.

Provide a professional, positive, and customer-focused experience throughout the sales process.

Insurance Products

Depending on licensing and agency needs, the Outbound Sales Producer may sell products such as:

Personal auto insurance

Homeowners insurance

Renters insurance

Life insurance

Commercial insurance

Umbrella insurance

Other products offered by the agency.

Requirements

Qualifications:

Active insurance producer license.

Previous sales, insurance, customer service, or business development experience required.

Strong verbal and written communication skills.

Ability to confidently make a high volume of outbound calls and initiate new relationships.

Comfortable working with internet leads and following up consistently.

Self-motivated, competitive, and goal-oriented.

Strong organization and time-management skills.

Ability to explain complex information clearly and professionally.

Comfortable using customer relationship management systems, email, social media, and standard office technology.

Valid driver’s license and reliable transportation may be required for community marketing and in-person appointments.