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IMA Financial Group

Insurance, risk management, and wealth advisory

Producer

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeHonolulu, HI, USAIn-person

About the Job

Requirements

  • Five or more years of direct business-to-business sales experience is highly preferred.
  • A track record of exceeding sales expectations, demonstrated through documentation, recognition, or specific examples shared during the interview process.
  • A bachelor's degree is preferred.
  • Must currently hold, or attain within 90 days of hire, Property and Casualty and Life and Health licenses for the appropriate state of business, and fulfill continuing education requirements to retain the licenses.
  • Basic experience with Microsoft Office products, specifically PowerPoint, Outlook, Word, and Excel, is required; intermediate aptitude is preferred.

Responsibilities

  • Support and demonstrate IMA’s core values.
  • Value and understand the importance of diversity, equity, and inclusion among IMA associates.
  • Prospect, qualify, and close new commercial accounts that meet IMA criteria.
  • Identify a target industry or market segment to focus network building, prospecting, and development of specialized knowledge and expertise on common coverage situations, industry trends, and upcoming developments in commercial insurance impacting target clients.
  • Conduct needs reviews during initial and subsequent qualifying interviews with prospects.
  • Identify and engage appropriate internal resources for prospects qualified through needs review, coordinate resources, and lead strategy meetings to determine the best approach for new account acquisition.
  • Take full ownership of executing the final proposal presentation, including preparing proposal material, coordinating participation of IMA team members, leading the presentation, and closing the sale.
  • 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 assure account retention.

Desired Qualifications

  • Experience in commercial insurance is preferred but not required, with preference given to expertise in both Commercial Property and Casualty and Group Benefits.
  • Intermediate aptitude with Microsoft Office products is preferred.

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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