Sales Producer

Patriot Growth Insurance Services, LLC; North Carolina; On-site; USD 55,000 - 90,000; Full time

Job summary

Patriot Growth Insurance Services, LLC is seeking a motivated Producer to prospect, acquire, and service clients’ insurance needs through face-to-face interaction and relationship-building.

You will represent our Employee Benefits and Commercial products while developing strategic partnerships and client loyalty.

Qualifications

• 3+ years of sales experience.
• High School Diploma or GED is required.
• North Carolina Employee Benefits or Property & Casualty License is required.
• Must have residency in the State of North Carolina.
• 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.

Responsibilities

• Meet with clients to assess their insurance needs and goals.
• Recommend coverage terms and carriers by presenting tailored proposals.
• Source quotes from multiple carriers and compare options.
• Develop and implement sales plans to exceed new business goals.
• Prospect through referrals, networking, and outreach to build a book of business.
• Maintain relationships with clients, partners, and centers of influence.
• Stay updated on market trends and regulatory changes.
• Track sales activities and report KPIs to improve results.
• Collaborate with internal teams for onboarding and policy servicing.
• Uphold confidentiality and professional ethics.

Skills

Sales experience

Communication

Time management

Self-motivated

Relationship building

Education

High School Diploma or GED

Tools

CRM systems

Microsoft Office

Virtual meeting tools

Job description

Position Overview: We are seeking a motivated and entrepreneurial 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, preferable in an outside sales capacity
• High School Diploma or GED
• North Carolina Employee Benefits or Property & Casualty License
• Must have residency in the State of North Carolina
• 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 an insurance agency
• Bachelor’s degree in Business, Marketing, or a related field