Insurance Producer, IDI (#2246)

We are urgently seeking a Disability and Life Insurance Producer to support the growth of the High Net Worth client focused disability and life insurance business. This role is designed for an early-in-career insurance professional who is seeking an entrepreneurial role within an established organization that will provide a steady lead stream and a path to career growth.

We are seeking a motivated individual who has a track record of success with outbound sales to convert leads into client relationships.

The Disability and Life Insurance Producer will own outreach, conversations, applications, and policies in force, with support from senior producers and case management.

Success is measured by policies placed and client outcomes. This role emphasizes a client educational, advice first approach.

Compensation is a combination of salary and commission and is structured so producers are not paid differently based on policy size or structure, reinforcing trust and alignment with clients.

Responsibilities:

Outbound Production and Pipeline Development

- Spend approximately 70–80 percent of your time on outbound calling, follow ups, and referral driven outreach to physicians and medical professionals.

Inbound Conversion Support

-Handle inbound disability and life insurance inquiries and referrals, qualify opportunities, and move them through the application and underwriting process.

Policy Ownership and Execution in Partnership with Client Servicing Team

- Own your policies from first conversation through placement and in force status.

- Serve as a client advocate throughout informal inquiry, application, underwriting, and placement, ensuring a high-quality experience and timely follow through. You will partner closely with our in-house team responsible for getting the policy issued and placed with the client and ongoing servicing.

Collaboration with Senior Producers

- Work closely with senior producers on case design, objections, and complex scenarios. As you ramp, you will increasingly run cases independently while contributing to overall team throughput.

Carrier and Product Expertise

- Learn and apply own occupation disability insurance concepts, riders, and underwriting strategies, and develop fluency across major disability and life insurance carriers.

CRM and Process Discipline

- Maintain accurate and timely pipeline tracking, task management, and documentation in Salesforce and related systems to ensure team visibility, accountability, and disciplined follow through.

Cross Serve Awareness

- As part of a broader physician focused platform, you will develop awareness of related financial services offered by the firm. You may be eligible for additional incentive programs when appropriate client needs are identified and introduced to other teams, though the core

What Success Looks Like

- Consistent outbound activity with improving conversion rates

- Growing number of policies placed and kept in force

- Strong responsiveness and follow through with physicians

- Ability to incorporate coaching and feedback quickly

- Clear progression toward greater case complexity and ownership

Requirements:

- Bachelor's degree

- Active insurance license

- 2 to 4 years’ experience in insurance sales or support roles, ideally disability or life insurance

- Comfortable with high volume outbound calling and direct client conversations

- Strong written and verbal communication skills

- Organized, responsive, and process oriented

- Motivated by performance-based compensation and growth

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