Insurance Sales Producer; Producer Program

Department: Commercial Lines

Employment Type: Full Time

Location: St. Louis, MO

Reporting To: Branch Manager

Department:
Commercial Lines or Employee Benefits

Position:
Insurance Sales Producer (Future Top Producer Program)

Status:
Exempt, Regular Full-Time

Report To:
Branch Manager

Objective:
The Insurance Sales Producer is an entry-level sales role designed for individuals interested in building a career in commercial insurance sales. As members of Heffernan's Future Top Producer (FTP) Program, employees participate in a structured 12-month development program that combines hands‑on sales experience, formal insurance education, sales coaching, mentorship, and professional development.

Future Top Producers build the technical insurance knowledge, sales skills, business development capabilities, and professional habits needed to develop strong client relationships and grow a successful career in insurance sales. This is a highly interactive development opportunity for someone who is driven, coachable, relationship-oriented, resilient, and motivated to build a career in sales.

• Develop and maintain a pipeline of prospective clients through proactive prospecting, networking, referrals, and company‑provided leads.
• Conduct outbound prospecting activities, including phone calls, email outreach, networking, and other business development activities.
• Identify prospective clients and opportunities to introduce Heffernan's insurance solutions.
• Meet with prospective and existing clients to understand their business, risks, and insurance needs.
• Build and maintain strong relationships with prospects, clients, carriers, Heffernan Producers, and internal partners.
• Partner with Producers and Account Management teams to develop and deliver insurance solutions and provide a high level of service to clients.
• Identify opportunities to cross-sell and expand services with existing clients.
• Participate in client meetings, annual reviews, presentations, networking events, trade shows, and industry events.
• Track prospecting, client, and sales activity and maintain accurate pipeline information.
• Participate in sales meetings and other team and company meetings as required.
• Actively participate in the Future Top Producer Program, including in‑person workshops, virtual training sessions, eLearning, mentorship, coaching, and ongoing performance evaluations.
• Complete the CIAB Insurance Professional School, including online coursework, live virtual instruction, case studies, assessments, and applied assignments.
• Participate in structured sales coaching focused on prospecting and lead generation, time management, phone techniques, presentation and storytelling skills, closing and objection handling, referrals and follow‑up, accountability, and client relationship management.
• Apply training and coaching concepts directly to day‑to‑day sales activities and continuously develop sales effectiveness, confidence, and professional skills.
• Establish individual goals and track progress against defined performance metrics.
• Develop and apply effective sales habits related to goal setting, personal discipline, communication, emotional intelligence, problem‑solving, and relationship building.
• Pursue ongoing insurance education and professional development to strengthen technical knowledge and sales capabilities.
• Perform special projects and other duties as assigned.

• High school diploma or GED required.
• Bachelor's degree preferred.
• Prior sales, customer service, business development, networking, or related experience preferred.
• Interest in building a career in commercial insurance sales.
• Excellent verbal and written communication skills.
• Strong…