The Associate Producer position is a strategic 2‑3‑year development program designed to accelerate your path to becoming a Producer in our Future Partner Group, and ultimately a partner. This is not an entry‑level sales role; it is a deliberate stepping‑stone with upward mobility built in. You'll learn about our complete sales process—from prospecting and pipeline management to assisting with closing deals and building lasting client relationships.
Working alongside seasoned Producers, you'll develop your consultative selling skills while preparing to build your own book of business. This role offers the freedom and flexibility to shape your approach, manage your schedule, and grow professionally. With strong performance, you'll graduate from the program and eventually become a shareholder in the agency.
Responsibilities
- Identify prospects through personal research that meet Ross & Yerger’s ideal client profile.
- Use cold calling, direct mail, brochures, and other sales tools to make initial contact with qualified prospects.
- Utilize HubSpot CRM to manage pipeline activity, track sales interactions, and document client communication.
- Set appointments for Senior Producers and personally meet with prospects and clients.
- Engage appropriate team members to offer customized solutions for each prospect.
- Keep up‑to‑date on prospects’ current issues and research new information on prospects.
- Ensure timeframes and deliverables are met in the sales process and that post‑sale teams provide quality service to all assigned clients.
- Take on special projects such as database creation, data mining, and report writing.
- Attend regional conferences and user group meetings.
- Entertain clients and prospects when necessary.
Qualifications
- Bachelor’s degree.
- Relevant internship experience or B2B experience preferred, not required.
- Personal drive, coachability, curiosity, excellent communication skills, ability to build and maintain relationships, business acumen, strategic reasoning, and a results‑driven approach.
- Ability to acquire appropriate designations within the prescribed amount of time.
- Understanding of basic financial principles.
- Strong analytical and problem‑solving skills.
- Ability to travel, occasionally overnight.
Benefits
- Competitive compensation.
- Comprehensive health and welfare benefits.
- Continuing education reimbursement.
- Generous paid time off.
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