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Trust Producer

Job in Irvine, Orange County, California, 92713, USA
Listing for: Alliant Insurance Services
Full Time position
Listed on 2026-03-06
Job specializations:
  • Sales
    Insurance Sales
  • Insurance
    Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Employee Benefits Trust Producer

At Alliant Insurance Services, we thrive on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving our clients' health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients nationwide. More information is available at

SUMMARY

Responsible for meeting individual sales goals and new business targets.

ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Identifies new leads and gathers the necessary information for submissions;
  • Develops, presents and sells new business proposals to appropriate prospects;
  • Gathers necessary information; develops, delivers and sells renewal proposals;
  • Performs periodic service calls on all accounts and provides or coordinates customer service as requested;
  • Sells additional coverage to existing customers;
  • Facilitates joint sales calls and the sharing of lead information among departmental members;
  • Attends and actively participates in regular sales meetings;
  • Participates in the overall agency effort to develop and maintain strong company relationships through positive professional contacts with company representatives;
  • Achieves annual sales goals and provides regular feedback to the Managing Director on progress toward those goals;
  • Achieves educational and professional development goals established by agency management;
  • Maintains a professional demeanor and actively supports and promotes a positive public image for the agency;
  • Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE
  • Bachelor's Degree in Marketing, Insurance or Management or equivalent combination of education and experience
  • One (1) or more years insurance industry experience
  • Valid Insurance License
  • Must continue to meet Continuing Education requirements for license renewal
SKILLS
  • Excellent verbal and written communication skills
  • Excellent presentation and counseling skills
  • Ability to work within a team and to foster teamwork
  • Excellent leadership, problem solving and time management skills
  • Advanced influencing skills
  • Good planning, organizational and prioritization skills
  • Proficient in Microsoft Office products

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the Apply Now button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at and let us know the nature of your request and contact information. For more information on Alliant Insurance Service's benefits, .

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