Sales Producer Trainee

Peak6 Investments Orlando , FL 32801

Posted 3 weeks ago

We Insure, LLC. is an independent insurance franchise that takes immense pride in providing like-minded entrepreneurs with successful agency ownership. With more than 200 agency locations in 35 states, We Insure continues to grow rapidly and supports our agency owners, customers, and carriers by facilitating faster service, greater efficiencies, better choices, and improved bottom lines.

What makes We Insure stand out: we are data-driven for better value and people-led for better service. And our leadership is seeking more highly motivated, career-driven people to help lead our efforts! We Insure has received countless awards including Jacksonville Business Journal's Best Places to Work and Fastest-Growing Private Companies, and Inc.'s 5000 Fastest Growing Companies.

If you are looking for a long-term career in a supportive, goal-driven, growth environment with a company that believes in developing its people, We Insure is the right fit for you and we encourage you to apply today!Sales Producer TraineeHybrid: Orlando, Winter Park, or Sunrise, Florida location.This role consists of a 24 month training and development program that will prepare the participant to become a successful insurance agent. The focus of the training program is generating new business accounts through sales activities including: prospecting, networking, drop-in visits, outbound cold calling, and social media engagement for a specific product portfolio.Essential Functions:Achieve new business premium and revenue targets on a monthly and annual basis by implement marketing and sales strategies to develop a strong network of prospective clients.

Provide advice to clients on potential coverage gaps and important lines of coverage to protect their business or personal property. Active selling through the following activities:Develop leads list and contact them via phone, email, social media, and face to face meetings (in person/video).Build a database of expiration dates by making a minimum of 50 phone calls each day.Target accounts for USLI and prospect for a specific portfolio of products.Actively cross-sell, up-sell and seek to have a closing ratio of 25% or better.Review insurance applications and deliver timely quotes with the intent of selling insurance.Weekly drop-in days to build relationships and solicit new business opportunities (5-10 drop-in visits per day out).Soliciting referrals from all sources including clients, prospects, friends, family and familiar acquaintances.Travel:The job does not require overnight travel with the exception of annual training conferences in Pennsylvania. Participants may travel locally to meet with prospects and clients and to attend networking events. They will be encouraged to participate in associations and conferences within their specific product niche.Required Education and Experience:College degree OR equivalent business experience preferred but not requiredP&C licensed producer or commitment to obtain P&C License within 60 days

Candidates will be expected to pursue continuing education and insurance designations/licenses as outlined in the training and development plan. This will require self-study.Strong communication and organizational skills, networking and relationship ability and ability to work independently in a fast paced environment

Remain flexible under pressure under a heavy workload and critical deadlines

Open to coaching and continuous improvement

Hybrid: location in the Sunrise or Orlando (Winter Park) Florida area.#LI-RF1#LI-Hybrid#WeInsureWhy join the We Insure Team? The We Insure Difference:Medical, Dental, Vision, Life, Pet; Flexible Spending AccountCompetitive Salaries401K Match Work-Life Balance:

Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental LeaveShort and Long-Term DisabilityEmployee Support Programs, Including Mental HealthTuition Reimbursement Matching Charitable Gift ProgramLucrative Referral ProgramCommuter BenefitsFlexibility: Remote and Hybrid Opportunities AvailableThis position is not able to be performed in California, Colorado, New York or Washington. #P6InsurTech


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Sales Producer Trainee

Peak6 Investments