IMA Financial Group
Producer, Mountain Region
IMA Financial Group, Denver, Colorado, United States, 80202
What You'll Do
Essential job responsibilitiesinclude 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, qualifies,and closesnew commercial accounts which meet IMA criteria
Identifiesa target industry and/or market segment to focus network building, prospecting,and development ofspecializedknowledge andexpertiseon common coverage situations, industry trends,and upcoming developments in commercial insuranceimpactingtarget clients
Conductsneeds review duringinitialandsubsequentqualifying interviews with prospects
Identifiesand engagesasappropriate internalresources for prospects qualified through needs review, coordinatesresources, and leadsstrategy meetings todeterminethe best approach for new account acquisition
Takesfull ownership of the execution of the final proposal presentation,including preparation of proposal material, coordinating participation of various IMA team members, leading the actual presentation effort,and closing the sale
Proactivelyidentifiesand coordinatescross selling opportunities with other sales units at IMA
Entersandmaintainsall required information in Salesforce CRM
In partnership with an Account Servicing team,maintainsclient contactsto assure account retention
You Should Have
Required Experience and Skillsinclude but are not limited to:
5+ years of direct business to business selling highly preferred
Track recordof exceeding sales expectationsdemonstratedthrough documentation, recognition, or through specific examples shared during the interview process
Experience in Commercial Insurance preferred but notrequired, with preference given toexpertisein both Commercial Property & Casualty and Group Benefits experience
Bachelor'sdegree preferred
Must either currently hold, or within90 daysof hireattain, Property & Casualty, and Life & Health licenses for theappropriate stateof business and fulfill continuing education requirements toretainlicensing
Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excelrequired, intermediate aptitude preferred
Salary Range
$50,000—$125,000 USD
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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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
2020-2023Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut TopWork Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal's Best Places to Work
2021-2023 Charlotte Business Journal's Best Places to Work
2021-2023 Los Angeles Business Journal's Best Places to Work
2021-2023 The Salt Lake City Tribune TopWork Places
2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.
Essential job responsibilitiesinclude 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, qualifies,and closesnew commercial accounts which meet IMA criteria
Identifiesa target industry and/or market segment to focus network building, prospecting,and development ofspecializedknowledge andexpertiseon common coverage situations, industry trends,and upcoming developments in commercial insuranceimpactingtarget clients
Conductsneeds review duringinitialandsubsequentqualifying interviews with prospects
Identifiesand engagesasappropriate internalresources for prospects qualified through needs review, coordinatesresources, and leadsstrategy meetings todeterminethe best approach for new account acquisition
Takesfull ownership of the execution of the final proposal presentation,including preparation of proposal material, coordinating participation of various IMA team members, leading the actual presentation effort,and closing the sale
Proactivelyidentifiesand coordinatescross selling opportunities with other sales units at IMA
Entersandmaintainsall required information in Salesforce CRM
In partnership with an Account Servicing team,maintainsclient contactsto assure account retention
You Should Have
Required Experience and Skillsinclude but are not limited to:
5+ years of direct business to business selling highly preferred
Track recordof exceeding sales expectationsdemonstratedthrough documentation, recognition, or through specific examples shared during the interview process
Experience in Commercial Insurance preferred but notrequired, with preference given toexpertisein both Commercial Property & Casualty and Group Benefits experience
Bachelor'sdegree preferred
Must either currently hold, or within90 daysof hireattain, Property & Casualty, and Life & Health licenses for theappropriate stateof business and fulfill continuing education requirements toretainlicensing
Basic experience with MS Office products, specifically PowerPoint, Outlook, Word, and Excelrequired, intermediate aptitude preferred
Salary Range
$50,000—$125,000 USD
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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
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
2020-2023Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut TopWork Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal's Best Places to Work
2021-2023 Charlotte Business Journal's Best Places to Work
2021-2023 Los Angeles Business Journal's Best Places to Work
2021-2023 The Salt Lake City Tribune TopWork Places
2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
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.