What does a sales producer do?
A sales producer is responsible for performing sales calls and administering all leads. You will be responsible for preparing the policies aimed at sales procedures and developing the necessary sales documents. Other responsibilities include making sure that all sales personnel adhere to all policies and procedures, coordinating with customers about policy expiration dates, and maintaining strong and long-lasting relationships with customers. As a sales producer, you will be responsible for managing prospective sale campaigns and managing all correspondence with both prospective and existing clients.
Sales producer responsibilities
Here are examples of responsibilities from real sales producer resumes:
- Sell auto, home, boat, motorcycle and other specialty lines via leads, telemarketing, walk-ins, etc.
- Generate production and leads through telemarketing sales.
- Offer to clients annuities and other insurance products.
- Learned and sell diverse health, life and Medicare insurance product line
- Produce client's needs analysis and financial planning for retirement and annuities.
- Help explain to potential prospects there rights and entitlements when electing a Medicare supplement.
- Recommend and advise customers of alternative solutions through cross-selling.
- Directly-Assist agency owner in developing new market strategies to solicit new business and increase cross-selling to existing book of business.
- Create DB2 programs to load regional insurance databases using COBOL.
- Create DB2 programs to load explanation of benefits 835 data into databases.
- Handle paperwork that require HIPAA confidentiality.
- Established/Maintain working partnerships with current Allstate agents.
- Learned both internal and external marketing techniques using Allstate methodology.
- Deliver on the GEICO promise to customers by solving problems and giving competent insurance advice in a courteous and proficient manner.
Sales producer skills and personality traits
We calculated that 13% of Sales Producers are proficient in Insurance Products, Strong Work Ethic, and Business Relationships. They’re also known for soft skills such as Communication skills, Self-confidence, and Analytical skills.
We break down the percentage of Sales Producers that have these skills listed on their resume here:
- Insurance Products, 13%
Skilled at educating clients on various insurance products and generating detailed proposals for their review
- Strong Work Ethic, 10%
Maintain a strong work ethic with a total commitment to success each and every day.
- Business Relationships, 8%
Acquire centers of influence within the community to cultivate mutual beneficial business relationships.
- Insurance Sales, 6%
Developed a book of insurance sales business through cold-calling new customers and expanding existing relationships.
- Cross-Selling, 5%
Directly-assisted agency owner in developing new market strategies to solicit new business and increase cross-selling to existing book of business.
- Lead Generation, 5%
Involved extensively with training of new associates at many levels specializing in phone presentation and lead generation.
Most sales producers use their skills in "insurance products," "strong work ethic," and "business relationships" to do their jobs. You can find more detail on essential sales producer responsibilities here:
Communication skills. The most essential soft skill for a sales producer to carry out their responsibilities is communication skills. This skill is important for the role because "insurance sales agents must listen to clients and be able to clearly explain suitable policies." Additionally, a sales producer resume shows how their duties depend on communication skills: "ececuted extensive clear communication and customer correspondence utilizing allstate eagent platform. "
Self-confidence. Another essential skill to perform sales producer duties is self-confidence. Sales producers responsibilities require that "insurance sales agents should be confident when contacting prospective clients." Sales producers also use self-confidence in their role according to a real resume snippet: "provide insurance service to clients sales of insurance products daily opening and closing of office maintain confidential records"
Analytical skills. Another skill that relates to the job responsibilities of sales producers is analytical skills. This skill is critical to many everyday sales producer duties, as "insurance sales agents must evaluate the needs of each client to determine the appropriate insurance policy." This example from a resume shows how this skill is used: "analyzed and made recommendations to improve on current insurance coverage. "
Initiative. For certain sales producer responsibilities to be completed, the job requires competence in "initiative." The day-to-day duties of a sales producer rely on this skill, as "insurance sales agents need to actively seek out new clients in order to increase business." For example, this snippet was taken directly from a resume about how this skill applies to what sales producers do: "spear headed business development initiatives with a main focus on new accounts in the commercial real estate industry. "
The three companies that hire the most sales producers are:
- Indiana Farm Bureau37 sales producers jobs
- Brown & Brown21 sales producers jobs
- Farmers Insurance14 sales producers jobs
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Compare different sales producers
Sales producer vs. Agent assistant
Agents are individuals who are employed by their clients to represent them in various dealings. Agents are usually employed by people in the show business industry, such as actors, writers, or directors. They meet people who are interested in dealing with their clients. They listen to the plans and vision for the project and assess if the project fits their clients' interests or public image. In the case of agents whose clients are actors, they send their clients to auditions upon review of the project details. Agents are also responsible for negotiating terms on behalf of their clients, such as salary, royalties, and set benefits, among others. They also inform the project leaders of their clients' demands on set. Agents are expected to be business-savvy and good negotiators.
While similarities exist, there are also some differences between sales producers and agent assistant. For instance, sales producer responsibilities require skills such as "insurance products," "strong work ethic," "business relationships," and "insurance sales." Whereas a agent assistant is skilled in "life insurance," "insurance policies," "inbound calls," and "roadside assistance." This is part of what separates the two careers.
The education levels that agent assistants earn slightly differ from sales producers. In particular, agent assistants are 0.8% less likely to graduate with a Master's Degree than a sales producer. Additionally, they're 0.9% more likely to earn a Doctoral Degree.Sales producer vs. Agent
Licensed Agents act as authorized brokers acting on behalf of an individual owner or organization in selling a product, service, or property. There are many different pathways a licensed agent can delve into, such as in real estate, insurance, and banking. For instance, a real estate agent uses its license to be able to sell and rent properties. Their duties include gathering property information, evaluating property estimates, marketing properties, and represent sellers in the process of negotiation. They seek prospective buyers, monitor the sale process between stakeholders, and reach a mutually agreed price.
Each career also uses different skills, according to real sales producer resumes. While sales producer responsibilities can utilize skills like "strong work ethic," "business relationships," "insurance sales," and "cross-selling," agents use skills like "life insurance," "hr," "inbound calls," and "financial services."
In general, agents achieve similar levels of education than sales producers. They're 0.1% more likely to obtain a Master's Degree while being 0.9% more likely to earn a Doctoral Degree.What technology do you think will become more important and prevalent for sales producers in the next 3-5 years?
Johnathan Paul
Adjunct Professor, University of North Texas
Sales producer vs. Licensed agent
A licensed insurance agent is primarily responsible for finding and utilizing opportunities to secure insurance sales. Moreover, a licensed insurance agent must reach out to potential clients, discuss and negotiate terms, respond to inquiries, and perform various assessments to determine their ability to uphold financial obligations. Besides building a client base, they also need to handle current policies, process renewals, monitor claims, maintain an accurate record of transactions, prepare progress reports and strategies, and distribute policy proceeds according to the company rules and regulations.
The required skills of the two careers differ considerably. For example, sales producers are more likely to have skills like "insurance products," "strong work ethic," "business relationships," and "insurance sales." But a licensed agent is more likely to have skills like "hipaa," "inbound calls," "life insurance products," and "financial services."
Licensed agents typically earn similar educational levels compared to sales producers. Specifically, they're 2.3% more likely to graduate with a Master's Degree, and 0.6% more likely to earn a Doctoral Degree.Sales producer vs. Licensed insurance agent
Types of sales producer
Updated January 8, 2025
