Insurance Sales Producer jobs in United States
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Foundation Risk Partners · 22 hours ago

Insurance Sales Producer

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking an Insurance Sales Producer for their LBW team in Valencia, CA. This role involves prospecting and generating new business, managing the sales cycle, and maintaining strong client relationships while staying informed on market trends.

InsuranceRisk Management

Responsibilities

Prospect and generate new business through networking, cold calling, referrals, and relationship-building within the California market
Identify client needs by conducting thorough risk assessments and understanding each prospect’s unique exposures
Recommend appropriate insurance solutions based on coverage requirements, carrier guidelines, and client goals
Prepare and present proposals to prospective clients, clearly explaining coverage options, premiums, and value
Manage the full sales cycle, from initial contact and needs analysis to closing the sale and onboarding the client
Maintain strong relationships with existing clients to encourage renewals, retention, and referral opportunities
Collaborate with Account Managers and internal teams to ensure smooth policy implementation and service delivery
Stay current on carrier products, underwriting criteria, and market trends to provide clients with informed recommendations
Travel to client meetings, presentations, and networking events throughout California
Document client interactions and sales activities in the agency management system in a timely and accurate manner
Meet or exceed sales targets and performance metrics established by the agency
Represent the company professionally at industry events, chamber functions, and community engagements

Qualification

CA P & C LicenseLife & Health LicenseInsurance sales experienceProspecting skillsInsurance carriersRisk assessmentCommunication skillsRelationship-building

Required

CA Department of Insurance P & C License OR Life & Health License
Valid CA Driver's License
Ability to work on-site at least once per week, and travel to clients and prospects throughout Southern California
Proven track record of success in an insurance sales role, with strong prospecting skills and a demonstrated ability to close new business
Ability to identify, reach, and effectively communicate with Business Owners and High Net Worth Individuals
Strong knowledge of insurance carriers and their coverage offerings
Ability to assess each prospect's or client's unique risks to recommend appropriate coverage solutions

Benefits

Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays

Company

Foundation Risk Partners

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Foundation Risk Partners is born of decades of insurance expertise and leadership.

Funding

Current Stage
Late Stage
Total Funding
$2M
Key Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M

Leadership Team

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Charlie Lydecker
President & CEO
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Thomas Tinsley
Chief Administrative Officer
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Recent News

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