Insurance Sales Producer (Future Top Producer Program)

Heffernan Insurance Brokers•Chesterfield, MO

About The Position

The Insurance Sales Producer is an entry-level commercial insurance sales role for individuals interested in building a career in the field. Employees participate in Heffernan’s structured 12-month Future Top Producer (FTP) Program, which combines hands-on sales experience, formal insurance education, sales coaching, mentorship, and professional development. The program develops technical insurance knowledge, sales and business-development skills, and professional habits needed to build client relationships and grow a career in insurance sales. The role is suited to someone who is driven, coachable, relationship-oriented, resilient, and motivated to build a sales career. The position involves developing prospective-client pipelines, conducting outreach, meeting with clients, collaborating with Producers and Account Management teams, and participating in training and ongoing performance evaluations. Compensation depends on geographic region and job-related knowledge, skills, and experience. The role is eligible to participate in an annual bonus program.

Requirements

High school diploma or GED.
Interest in building a career in commercial insurance sales.
Excellent verbal and written communication skills.
Strong interpersonal and relationship-building skills.
Highly motivated and self-directed, with the ability to take initiative.
Strong work ethic and persistence when facing challenges or rejection.
Ability to receive coaching and feedback and apply it to improve performance.
Strong organizational and time-management skills.
Ability to manage multiple priorities and meet deadlines.
Ability to work effectively independently and as part of a team.
Proficiency with Microsoft Office, including Outlook, PowerPoint, and Excel.
Must embody the Heffernan Habits.

Nice To Haves

Bachelor’s degree.
Prior sales, customer service, business-development, networking, or related experience.

Responsibilities

Develop and maintain a pipeline of prospective clients through prospecting, networking, referrals, and company-provided leads.
Conduct outbound prospecting through phone calls, email, networking, and other business-development activities.
Identify prospective clients and opportunities to introduce Heffernan’s insurance solutions.
Meet with prospective and existing clients to understand their businesses, risks, and insurance needs.
Build and maintain relationships with prospects, clients, carriers, Heffernan Producers, and internal partners.
Partner with Producers and Account Management teams to develop and deliver insurance solutions and provide client service.
Identify opportunities to cross-sell and expand services with existing clients.
Participate in client meetings, annual reviews, presentations, networking events, trade shows, and industry events.
Track prospecting, client, and sales activity and maintain accurate pipeline information.
Participate in sales, team, and company meetings as required.
Actively participate in the Future Top Producer Program, including workshops, virtual training, eLearning, mentorship, coaching, and performance evaluations.
Complete the CIAB Insurance Professional School, including online coursework, live virtual instruction, case studies, assessments, and applied assignments.
Participate in structured sales coaching on prospecting, lead generation, time management, phone techniques, presentations, storytelling, closing, objection handling, referrals, follow-up, accountability, and client relationship management.
Apply training and coaching to day-to-day sales activities and continually develop sales effectiveness, confidence, and professional skills.
Establish individual goals and track progress against defined performance metrics.
Develop and apply effective habits related to goal setting, personal discipline, communication, emotional intelligence, problem-solving, and relationship building.
Pursue ongoing insurance education and professional development.
Perform special projects and other duties as assigned.