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Independent Life & Health Insurance Producer

Beaverton, OR, USA

Job Type

Full-time, Part-time, Commission

About the Role

General Description:

The Producer is responsible for driving new business and managing existing client revenue retention and growth.
Successfully develop and deploy sales and marketing strategies with clients and prospects.
Manage overall client relationship; Drive consistent and predictable profitability, client satisfaction and organic growth.
Demonstrate technical knowledge necessary to communicate our solutions effectively.
Achieve new business sales goals on an annualized basis based on our target market of companies.
Collaborate with leaders in selecting appropriate team to effectively conduct prospect sales presentations including subject matter experts and account management staff tailored to each opportunity.
Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
Demonstrate strategic thinking and innovation based on knowledge of the market, carriers and products, including understanding of important technical/financial issues.
Strategize with sales leader and senior account staff to retain clients.
Understand and communicate client objectives to account management personnel.

Pay: $30,000.00 - $75,000.00 per year


Knowledge, Skills and Abilities:

  • 1-3 years of experience in insurance brokerage, carrier, or related business to business sales

  • Strong and/or developing understanding of Property & Casualty Insurance, and Life & Health Insurance.

  • Must be personable and highly motivated to grow personal success

  • Excellent organization and follow-up skills

  • A consultative, positive and resourceful approach to dealing with prospect, clients and associates

  • Excellent listening skills with strong customer focus

  • Goal oriented

  • Current insurance licensing Life & Health

  • Bilingual in other languages such as Chinese, Spanish, Vietnamese, a PLUS

  • COVID-19 considerations: CDC Guidelines

About the Company

We are a fast growing independent insurance agency that is part of the one-stop financial service branch. Our other branches includes: mortgage, life brokerage, and wealth management. We have offices in Portland, Lake Oswego, Beaverton, and Hillsboro.

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