Associate Producer

Duties and Responsibilities

• Identify prospects through personal research that meet Ross & Yerger's ideal client profile.
• Effectively uses cold calling, direct mail, brochures and other Ross & Yerger sales tools to make initial contact with qualified prospects.
• Utilizes HubSpot CRM to manage pipeline activity of prospective clients, track sales interactions and document client communication.
• Sets appointments for Senior Producers and personally meets with prospects and clients.
• Engages the appropriate Ross & Yerger team members to offer the best customized solutions for each prospect.
• Keeps up-to-date on prospects’ current issues and researches new information on prospects.
• Learns how to ensure timeframes and deliverables are met in the sales process; and ensures that post-sale teams provide quality service to all assigned clients.
• Takes on special projects such as database creation, data mining, and report writing.
• Attends regional conferences and user group meetings.
• Entertains clients and prospects when necessary.

Requirements

• Bachelor’s degree
• Relevant internship experience or b2b experience preferred, not required.
• Demonstrates personal drive, coachability, curiosity, excellent communication skills, ability to build and maintain relationships, business acumen, strategic reasoning and a results-driven approach.
• Ability to acquire appropriate designations in the prescribed amount of time.
• Understanding of basic financial principles.
• Strong analytic and problem-solving skills.
• Ability to travel, occasionally overnight.

About Ross & Yerger

Since 1860, Ross & Yerger, a Top 100 Independent Insurance Agency headquartered in Jackson, MS, has had an unwavering commitment to meeting the needs of its employees, clients, and community. As a perennial “Best Place to Work” organization and one of Mississippi’s healthiest workplaces, we nurture a culture of continuous learning, professional development, and career advancement. Ross & Yerger offers tremendous benefits including competitive compensation, comprehensive health and welfare benefits, continuing education reimbursement and generous Paid Time Off.