Personal & Commercial Lines Insurance Sales Producer

The role

The Insurance Sales Producer will prospect and generate new business through networking, cold calling, and relationship-building. This person will identify client needs, recommend insurance solutions, and manage the full sales cycle.

What you will do

• 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 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.
• Travel to client meetings, presentations, and networking events throughout California.
• Document client interactions and sales activities in the agency management system.

Required qualifications

• 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.
• Travel to clients and prospects throughout Southern California.
• Proven track record of success in an insurance sales role.
• 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
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.