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IMA Financial Group

Insurance, risk management, and wealth advisory

Emerging Commercial Producer

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree is preferred.
  • Must currently hold or attain Property & Casualty, Personal Lines, and/or Crop licenses for the appropriate state of business and fulfill continuing education requirements to retain licensing.
  • Demonstrated track record of exceeding sales expectations through documentation, recognition, or specific examples shared during the interview process.
  • Experience in commercial insurance and/or personal insurance is preferred but not required, with preference for expertise in both Small Commercial Property & Casualty and/or Private Client experience.
  • Basic experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel, is required; intermediate aptitude is preferred.
  • Must be able to travel to various job sites as required.
  • Must be in good standing with the state motor vehicle division if driving is required for the role.
  • Willingness to come into an IMA office two to three times per week.

Responsibilities

  • Prospect, qualify, and close new accounts that meet IMA Select/IMA Private Client criteria to meet annual sales goals.
  • Identify a target industry and/or market segment, such as small commercial or private client, to focus network building, prospecting, and development of specialized knowledge and expertise on common coverage situations and industry trends.
  • Engage prospects by asking qualifying questions to determine their specific needs and preferences, enabling tailored solutions and productive client relationships.
  • Proactively identify and coordinate cross-selling opportunities with other sales units at IMA.
  • Enter and maintain all required information in Salesforce customer relationship management software.
  • In partnership with an Account Servicing team, maintain client contacts to support account retention.
  • Develop and nurture productive relationships with internal stakeholders to foster cooperation and teamwork.
  • Use internal resources, tools, and platforms to support the client experience.
  • Manage tasks and prioritize responsibilities to meet deadlines and support smooth operations and team performance.

Desired Qualifications

  • Four or more years of sales experience.
  • Experience in commercial insurance and/or personal insurance, with preference for expertise in both Small Commercial Property & Casualty and/or Private Client experience.
  • Intermediate aptitude with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel.

About the Company

IMA Financial Group

Insurance, risk management, and wealth advisory

IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$1.6B
Headquarters
Denver, CO
Founded
1974

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