Producer

IMA Financial Group; Honolulu (HI); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Job summary

IMA Financial Group is seeking a driven sales professional to grow our commercial insurance book. You will identify target industries, conduct needs reviews, coordinate resources, and lead final proposal presentations to close new accounts.

You will also leverage cross-selling opportunities, maintain Salesforce data, and partner with servicing teams to retain clients while meeting revenue targets.

Qualifications

• 5+ years of direct B2B selling experience preferred.
• Track record of exceeding sales expectations documented or demonstrated.
• Experience in Commercial Insurance is preferred but not required.

Responsibilities

• Prospect, qualify, and close new commercial accounts that meet criteria.
• Identify target industries and build networks for development of expertise.
• Conduct needs reviews during interviews with prospects.
• Coordinate internal resources and lead strategy meetings for new accounts.
• Own execution of final proposal presentation and close the sale.
• Identify and coordinate cross-selling opportunities with other sales units.
• Enter and maintain information in Salesforce CRM.
• Partner with Account Servicing to maintain client retention.

Skills

B2B sales

Sales target achievement

Education

Bachelor’s degree preferred

Property & Casualty license

Life & Health license

Tools

PowerPoint

Outlook

Word

Excel

Job description

Essential job responsibilities include but are not limited to:

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Prospects, qualifies,and closesnew commercial accounts which meet IMA criteria
• Identifiesa target industry and/or market segment to focus network building, prospecting,and development ofspecializedknowledge andexpertiseon common coverage situations, industry trends,and upcoming developments in commercial insuranceimpactingtarget clients
• Conductsneeds review duringinitialandsubsequentqualifying interviews with prospects
• Identifiesand engagesasappropriate internalresources for prospects qualified through needs review, coordinatesresources, and leadsstrategy meetings todeterminethe best approach for new account acquisition
• Takesfull ownership of the execution of the final proposal presentation,including preparation of proposal material, coordinating participation of various IMA team members, leading the actual presentation effort,and closing the sale
• Proactivelyidentifiesand coordinatescross selling opportunities with other sales units at IMA
• Entersandmaintainsall required information in Salesforce CRM
• In partnership with an Account Servicing team,maintainsclient contactsto assure account retention

You Should Have

Required Experience and Skills include but are not limited to:

• 5+ years of direct business to business selling highly preferred
• Track recordof exceeding sales expectationsdemonstratedthrough documentation, recognition, or through specific examples shared during the interview process
• Experience in Commercial Insurance preferred but notrequired, with preference given toexpertisein both Commercial Property & Casualty and Group Benefits experience
• Bachelor’sdegree preferred
• Must either currently hold, or within90 daysof hireattain, Property & Casualty, and Life & Health licenses for theappropriate stateof business and fulfill continuing education requirements toretainlicensing
• Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excelrequired, intermediate aptitude preferred

Salary Range

$75,000—$150,000 USD

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following:

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing.

We work in teams. We sell in teams. We win and prosper as a team

We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• Business Insurance Magazine – Best Places to Work in Insurance
• US Insurance Awards – Community Outreach Project of the Year
• U.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalist
• Inc. Magazine Best Workplaces
• Inc. 5000 – List of Fastest Growing Companies
• Alaska Journal of Commerce – Best Workplaces in Alaska
• Charlotte Business Journal – Best Places to Work
• Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• Connecticut Top Workplaces
• Dallas Business Journal – Best Places to Work
• Denver Business Journal – Best Places to Work
• Denver Business Journal – Fast 50
• Kansas City Business Journal – Best Places to Work
• Los Angeles Business Journal – Best Places to Work
• Puget Sound Business Journal – Washington’s Best Workplaces
• Tampa Bay Times – Best Workplaces
• The Salt Lake City Tribune Top Workplaces
• Utah Business – Best Places to Work
• Wichita Business Journal – Best Places to Work

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Company Culture

Change makers. Employee owners.

We’re hiring do-ers, go-getters, and the owners of tomorrow at IMA as we build the brokerage of the future.

See what it feels like to be supported by IMA on your career journey.