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Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Insurance Sales Producer - Future Top Producer Program

Insurance Sales & AgencyUpdated on Nov 13
Full-timeNo salary listedIn-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • An interest in building a career in commercial insurance sales is required.
  • Proficiency with Microsoft Office, including Outlook, PowerPoint, and Excel, is required.
  • Excellent verbal and written communication skills are required.
  • Strong interpersonal and relationship-building skills are required.
  • The ability to take initiative and work in a self-directed manner is required.
  • Persistence and a strong work ethic when faced with challenges or rejection are required.
  • The ability to receive and apply coaching and feedback is required.
  • Strong organizational and time-management skills are required.
  • The ability to manage multiple priorities and meet deadlines is required.
  • The ability to work effectively independently and as part of a team is required.
  • The ability to embody the Heffernan Habits is required.

Responsibilities

  • 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.
  • 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 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 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.

Desired Qualifications

  • A bachelor's degree is preferred.
  • Prior sales, customer service, business development, networking, or related experience is preferred.

About the Company

Heffernan Insurance Brokers

Independent insurance brokerage with employee ownership

Heffernan Insurance Brokers is a large independent U.S. insurance broker headquartered in Walnut Creek, California, offering business and personal insurance, employee benefits, and financial services. Its model centers on employee ownership, with staff having a stake in the firm to align interests and support long-term client relationships. Growth comes from steady organic expansion complemented by acquiring smaller, culturally aligned independent brokerages across the country, expanding geographic reach and deepening expertise in niches such as construction, nonprofits, and technology. By combining local market knowledge with scale and a focus on specific client segments, the goal is to be a leading nationwide independent broker with strong service and sustained, stable growth.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Walnut Creek, CA
Founded
1988

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