IMA Financial Group
Producer (Personal Lines - IMA Select)
IMA Financial Group, Dallas, Texas, United States, 75215
What You’ll DoIMA 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 valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesProspects and qualifies new accounts which meet the IMA Select criteriaIdentifies target audience and builds a pipeline of prospects and centers of influence meeting that criteriaGathers and organizes appropriate information required to prepare marketing submissions to insurance carriersEnters key information into and updates the Agency CRM throughout the sales processUsing a consultative sales approach, leads and conducts proposals for successful individuals and familiesDevelops 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 relationshipsDevelops an annual business plan to meet the established premium and revenue goals as established with market leaderDevelops into a trusted advisor to educate and advise clients and prospectsIdentifies and coordinates cross selling opportunities within IMAMaintains professional conduct and manner that represents IMA and IMA Select in the communityYou Should Have:Required Experience and Skills
include but are not limited to:2-5 years of insurance or sales related experience preferredBachelor’s degree preferredExcellent communication skills for sales presentation and client relationship buildingSelf-driven and with a strong motivation to succeedWillingness and aptitude to learn the business and become knowledgeable in personal insuranceConfident self-starter who works well independentlyDemonstrates persistence and resilience through challenges and objections to achieve goalsAbility to identify and overcome sales obstacles on a prospect specific basisNegotiation and persuasion skills are necessary for this positionWilling to travel as neededCurrent Property and Casualty and/or Employee Benefits license is a plusCompetencies & Traits:ProfessionalismBuilding relationshipsSelf-DirectionCommunicatingTechnologyThis 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.
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include but are not limited to:Supports and demonstrates IMA’s core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesProspects and qualifies new accounts which meet the IMA Select criteriaIdentifies target audience and builds a pipeline of prospects and centers of influence meeting that criteriaGathers and organizes appropriate information required to prepare marketing submissions to insurance carriersEnters key information into and updates the Agency CRM throughout the sales processUsing a consultative sales approach, leads and conducts proposals for successful individuals and familiesDevelops 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 relationshipsDevelops an annual business plan to meet the established premium and revenue goals as established with market leaderDevelops into a trusted advisor to educate and advise clients and prospectsIdentifies and coordinates cross selling opportunities within IMAMaintains professional conduct and manner that represents IMA and IMA Select in the communityYou Should Have:Required Experience and Skills
include but are not limited to:2-5 years of insurance or sales related experience preferredBachelor’s degree preferredExcellent communication skills for sales presentation and client relationship buildingSelf-driven and with a strong motivation to succeedWillingness and aptitude to learn the business and become knowledgeable in personal insuranceConfident self-starter who works well independentlyDemonstrates persistence and resilience through challenges and objections to achieve goalsAbility to identify and overcome sales obstacles on a prospect specific basisNegotiation and persuasion skills are necessary for this positionWilling to travel as neededCurrent Property and Casualty and/or Employee Benefits license is a plusCompetencies & Traits:ProfessionalismBuilding relationshipsSelf-DirectionCommunicatingTechnologyThis 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.
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