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/or 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, preferably in an outside sales capacity
- High School Diploma or GED
- South Carolina Employee Benefits or Property & Casualty License
- Must have residency in the State of South 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 or Insurance Brokerage
- Bachelor’s degree in Business, Marketing, or a related field