Sales Producer

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

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