IMA Financial Group, INC Dallas , TX 75201
Posted 1 week ago
What You'll Do
IMA Select is adding a Personal Lines Producer to our growing team. IMA Select focuses on insurance solutions for small businesses and individuals. Through personal relationships with our clients and carriers, we offer coverages and pricing not commonly found with other brokers and agents.
Essential job responsibilities include but are not limited to:
Supports and demonstrates IMA's core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Prospects and qualifies new accounts which meet the IMA Select criteria
Identifies target audience and builds a pipeline of prospects and centers of influence meeting that criteria
Gathers and organizes appropriate information required to prepare marketing submissions to insurance carriers
Enters key information into and updates the Agency CRM throughout the sales process
Using a consultative sales approach, leads and conducts proposals for successful individuals and families
Develops centers of influence and leads source partners through networking and marketing to realtors, mortgage brokers, wealth managers, financial planners, community involvement, etc.
Responsibility for the overall growth of individual book of business through new and existing client relationships
Develops an annual business plan to meet the established premium and revenue goals as established with market leader
Develops into a trusted advisor to educate and advise clients and prospects
Identifies and coordinates cross selling opportunities within IMA
Maintains professional conduct and manner that represents IMA and IMA Select in the community
You Should Have:
Required Experience and Skills include but are not limited to:
2-5 years of insurance or sales related experience preferred
Bachelor's degree preferred
Excellent communication skills for sales presentation and client relationship building
Self-driven and with a strong motivation to succeed
Willingness and aptitude to learn the business and become knowledgeable in personal insurance
Confident self-starter who works well independently
Demonstrates persistence and resilience through challenges and objections to achieve goals
Ability to identify and overcome sales obstacles on a prospect specific basis
Negotiation and persuasion skills are necessary for this position
Willing to travel as needed
Current Property and Casualty and/or Employee Benefits license is a plus
Competencies & Traits:
Professionalism
Building relationships
Self-Direction
Communicating
Technology
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off,Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry.
IMA Financial Group, INC