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Ross & Yerger Insurance, Inc. · 3 weeks ago

Associate Producer

Jackson, MS

Full-time

Hybrid

New Grad, Entry Level

Ross & Yerger Insurance, Inc. is a Top 100 Independent Insurance Agency with a commitment to employee and community needs. The Associate Producer position is a strategic development program aimed at preparing candidates to become Producers, focusing on sales processes, client relationship building, and consultative selling skills.

Commercial InsuranceHealth InsuranceInsurance

Culture & Values

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

Take on special projects such as database creation, data mining, and report writing

Attend regional conferences and user group meetings

Entertain clients and prospects when necessary

Qualification

Consultative sellingHubSpot CRMB2B experienceAnalytic skillsFinancial principlesCoachabilityCuriosityBusiness acumenResults-driven approachCommunication skillsRelationship buildingProblem-solvingStrategic reasoning

Required

Bachelor's degree

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