Producer/Private Client Services

Dallas, TX, United States

What You'll Do

IMA 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 values

Values and understands the importance of diversity, equity, and inclusion among all IMA associates

Prospect s and qualif ies new accounts which meet the IMA Select criteria

Identif ies target audience and build s a pipeline of prospects and centers of influence meet ing that criteria

Gather s and organize s appropriate information required to prepare marketing submission s to insurance carriers

Enter s key information into and update s the Agency CRM throughout the sales process

Using a consultative sales approach, lead s and conduct s proposals for successful individuals and families

Develop s centers of influence and lead s source partners through networking and marketing to realtors, mortgage brokers, wealth managers, financial planners, community involvement, etc.

Responsib ility for the overall growth of individual book of business through new and existing client relationships

Develop s an annual business plan to meet the established premium and revenue goals as established with market leader

Develop s into a trusted advisor to educate and advise clients and prospects

Identif ies and coordinate s cross selling opportunities within IMA

Maintains professional conduct and manner that represents IMA and IMA Select in the community

You Should Have

Required Experience and Skills include but are not limited to:

2 - 5 years of insurance or sales related experience preferred

Bachelor's d egree preferred

Excellent communication skills for sales presentation a nd client relationship building

Self-driven and with a strong motivation to succeed

Willingness and aptitude to learn the business and become knowledgeable in personal insurance

Confident self-starter who works well independently

Demonstrate s persistence and resilience through challenges and objections to achieve goals

Ability to identify and overcome sales obstacles on a prospect specific basis

Negotiati on and persuasion ski lls are necessary for this position

Willing to travel as needed

Current Property and Casualty and/or Employee Benefits license is a plus

Competencies & Traits :

Professionalism

Building relationships

Self- Direction

Communicating

Technology

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Salary Range $50,000 — $85,000 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.

#J-18808-Ljbffr