Associate Insurance Producer / Sales Agent

Role Overview

Join our growing and fun-loving team at Evarts Tremaine – an Independent Insurance Agency and Trusted Advisor to families and businesses in over 45 states.

About the Role

The Role:

• Lead Generation: Actively identify and generate leads through various channels, including networking, cold-calling, and digital marketing efforts.
• Client Outreach: Initiate contact with potential clients, educate them about the agency's insurance offerings, and establish rapport to create lasting business relationships.
• Needs Assessment: Understand the insurance needs of potential clients by conducting thorough assessments and consultations.
• Solution Presentation: Present tailored insurance solutions to potential clients, addressing their specific needs and providing them with the information required to make informed decisions.
• Relationship Building: Cultivate and maintain relationships with prospective clients, ensuring their needs are met while demonstrating the agency's commitment to exceptional service.
• Market Research: Stay informed about industry trends, competitors, and market developments to identify opportunities for business growth.
• Sales Support: Working alongside a dedicated mentor, collaborate with the sales team to transition leads into clients and assist in the onboarding process.
• Reporting: Maintain accurate records of lead interactions and progress and provide regular reports to the management team.

Requirements

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of experience in a business development or sales role.
• Strong communication, negotiation, and interpersonal skills.
• Ability to build and maintain client relationships.
• Self-motivated with a results-oriented mindset.
• Proficiency in CRM software and Microsoft Office Suite.
• Valid driver’s license and proof of automobile insurance.
• Completion of Ohio Property & Casualty Insurance License within 90 Days.

Perks

• Initial $60,000 - $70,000 Base Salary + Commissions
• Dedicated mentor
• Fully paid comprehensive insurance knowledge and sales training programs
• Fully Paid Life and Disability Insurance premiums
• Aetna Medical Insurance Program with a generous employer premium contribution
• Dental & Vision insurance available
• 401(k) Plan with match
• Hybrid remote working model
• Healthy lunches from HarvestOwl
• Paid mileage reimbursement for all work-related travel at the current IRS standard rate
• Onsite fitness center with free membership
• Community volunteer opportunities

Tools

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of experience in a business development or sales role.
• Strong communication, negotiation, and interpersonal skills.
• Ability to build and maintain client relationships.
• Self-motivated with a results-oriented mindset.
• Proficiency in CRM software and Microsoft Office Suite.
• Valid driver’s license and proof of automobile insurance.
• Completion of Ohio Property & Casualty Insurance License within 90 Days.

Equal Opportunity Employer