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Become A Sales Producer

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Working As A Sales Producer

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $48,200

    Average Salary

What Does A Sales Producer Do At Petra Risk Solutions

* Pursue or delegate opportunities to round out existing client programs with additional and/or increased lines of coverage
* Active participation in renewal strategy meetings
* Lead client meetings to discuss coverage needs and expectations
* Present proposals to clients
* Delegate tasks and duties to Service team
* Maintain documentation, as required to adhere to company policies & procedures
* Provide information for underwriting, as needed
* Direct coverage placement through instructions provided to Marketing
* Provide all information necessary to prepare client invoices
* Prepare all orders and instructions to Client Services team
* Meet regularly with Service team to update, advise, and inform
* Maintain business relationships with clients
* Review and deliver summary, proposals and policies
* Manage client expectations
* Develop and foster an engaged team, committed to respect, trust, and open communication
* Facilitate problem solving and collaboration, in response to challenges
* Provide deliverables to satisfy client requirements, cost and schedule
* Model effective, positive working relationships with Associates and clients

What Does A Sales Producer Do At Farmers Insurance, Darrin Hendley Agency

* Must be licensed in Property & Casualty as well as Life, Accident and Health Solicits and writes new business for his/her specialist department Coordinates with the agent and/or operations manager to provide assistance in determining proper coverage Field underwriting and rating for new accounts Maintains knowledge of new products and initiatives.
* Pursues a program for development of personal and business skills Actively solicits expiration dates from new clients and prospects Develops agency relationship with existing clients Meets the production requirements and goals assigned by the agent or agency manager Maintains monthly sales records and provides a copy for review to the agent and/or operations manager Performs other duties as assigned What we are looking for: Ability to meet individual performance, metrics and goals Able to bring about great results from ordinary circumstances; prepares for problems or opportunities in advance

What Does A Sales Producer Do At Allstate Insurance

bull;Developing insurance quotes, prospecting and generating new business •Ensuring a positive customer experience •Processing payments, claims, and performing general customer service duties &bull

What Does A Sales Producer Do At Ameriplan & The Johnson Agency of Georgia

* Interviewing and training members; Inbound & Outbound calling
* Emailing and texting clients Marketing
* Posting Ads Online Must be able to work from your home office We Offer: Great income, including bonuses and raises & commissions Flexible Contractors Schedule
* Work morning, afternoon or evenings Bonuses " Commissions " Promotion Comprehensive Online Training & Support Please respond to request a telephone interview by calling

What Does A Sales Producer Do At Ameriplan & The Johnson Agency of Georgia

Marketing & generate leads NO Cold calling Required Maintain strong work ethic Solicit for new business production goals Develop health benefit quotes, make sales presentations and close sales Reviewing Health benefits with new clients Cross-sell to expand coverage and generate new referrals Processing payments, assisting clients, and other tasks related to servicing

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How To Become A Sales Producer

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.


A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.


Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

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Sales Producer jobs

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Sales Producer Career Paths

Sales Producer
District Sales Manager Regional Sales Manager General Manager
Account Manager
5 Yearsyrs
Personal Banker Relationship Manager Territory Sales Manager
Commercial Account Manager
8 Yearsyrs
Sales Manager Regional Sales Manager
Director Of Sales
10 Yearsyrs
Branch Manager General Manager Account Executive
District Sales Manager
7 Yearsyrs
Sales Manager Operations Manager
General Manager
7 Yearsyrs
Sales Consultant Sales Manager
General Sales Manager
8 Yearsyrs
Account Representative Account Executive
Marketing Manager
6 Yearsyrs
District Sales Manager General Manager Account Manager
National Account Manager
8 Yearsyrs
Account Representative Account Manager Regional Sales Manager
National Sales Manager
10 Yearsyrs
Senior Account Executive Marketing Manager Regional Sales Manager
Regional Accounts Manager
8 Yearsyrs
Account Manager Sales Manager
Regional Sales Manager
9 Yearsyrs
Director Of Sales Operations Director Sales Consultant
Sales Account Manager
6 Yearsyrs
Account Manager Account Executive
Sales Manager
5 Yearsyrs
Business Developer Business Development Consultant Business Development Manager
Senior Account Manager
7 Yearsyrs
Director Of Sales Business Development Executive Senior Account Executive
Senior Sales Executive
9 Yearsyrs
Senior Account Executive Sales Consultant Sales Manager
Senior Sales Manager
7 Yearsyrs
Personal Banker Branch Manager Account Manager
Territory Account Manager
8 Yearsyrs
Sales Consultant Senior Sales Representative Account Executive
Territory Manager
7 Yearsyrs
Branch Manager Account Manager Sales Manager
Territory Sales Manager
7 Yearsyrs
Business Developer Business Development Manager Director Of Sales
Vice President, Business Development
13 Yearsyrs
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Sales Producer Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • German

  • French

  • Arabic

  • Khmer

  • Serbian

  • Carrier

  • Bengali

  • Russian

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Sales Producer

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Sales Producer Education

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Top Skills for A Sales Producer


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Top Sales Producer Skills

  1. Customer Service Skills
  2. Auto Insurance
  3. Financial Products
You can check out examples of real life uses of top skills on resumes here:
  • Specialized in commercial auto insurance and property policies.
  • Major Functions: Responsible for the sale of all types of insurance and financial products.
  • Performed cross selling of investment products (mutual funds, 401k, retirement accounts, annuities and life insurance policies).
  • Prepared necessary paperwork to process insurance sales and renewals.
  • Established/maintained working partnerships with current Allstate agents.

Top Sales Producer Employers

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