Life Insurance Producer

Wagner Insurance is growing, and we are seeking an experienced Life Insurance Producer to join our team!  If you are passionate about helping others and looking for a supportive environment to grow your career, we would love to meet you!!

Why Wagner Insurance?

At Wagner Insurance, we pride ourselves on our commitment to excellence, customer satisfaction, and a supportive work environment. As a key team member, you will be critical to our success and growth. We offer a collaborative team atmosphere where your contributions are valued, and your professional development is encouraged.  For more information on Wagner Insurance, check out our website: https://www.wagner-ins.com.

Annual Salary: $36,000 plus unlimited bonus opportunity.  Most producers earn 60,000-100,000 their first year.

Key Responsibilities:

• Prospecting/Lead Generation (60%)

  • Conduct daily cold calls and attend networking events
  • Build trust with prospects by understanding their unique needs and providing high-quality solutions
  • Accurately complete applications and related documentation
  • Respond promptly to inquiries and maintain detailed records
  • Achieve monthly goals: 20 submitted applications, 10 new policies issued, networking events 5-10 hours of cold calling (weekly)

• Proposal Process and Presentation (25%)

  • Follow agency procedures for proposals
  • Submit comprehensive information to underwriters and respond to additional requests
  • Document coverage discussions and submit new business paperwork accurately
  • Maintain a closing ratio of 50% or higher and achieve high client satisfaction scores

• Customer Retention (10%)

  • Develop and maintain positive relationships with clients throughout their policy terms
  • Provide exceptional customer service, quote coverage changes, and conduct annual policy reviews
  • Ensure a 90% client retention rate and document quarterly check-ins

• General Duties (5%)

  • Stay updated with industry knowledge and attend required meetings
  • Submit accurate documentation and maintain CRM records
  • Ensure continuous education credits for an active license

Qualifications:

• Education: Bachelor’s Degree preferred, Texas Life & Health License required
• Experience: Minimum of 2 years in life insurance sales
• Skills:
  • Strong sales acumen and experience in cold calling
  • High emotional intelligence and ability to build rapport quickly
  • Excellent communication and interpersonal skills
  • Decisive, confident, and able to multitask and prioritize effectively
  • Ability to work collaboratively in a team environment

What We Offer:

• Competitive salary
• Medical, dental, vision, and 401k
• Professional growth and development opportunities
• A supportive and collaborative work environment
• Access to company assets, including credit cards, cell phones, building keys, and laptop computers