Sales (Producer)

NFP Corp.

Location: Santa Ana, California

Job Type: Full time


Who We Are:

NFP is a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit:

Summary of Role:

The Sales Producer has responsibility for cultivating cross sales with existing client opportunities; growing organic revenue with medium to high complex clients; and developing/implementing marketing strategies to grow the book of business in Santa Ana and Simi Valley. They will manage sales results, and expand strong relationships with current Clients, Commercial P&C Producers, and outside new business opportunities. They will work directly with the appointed client Sr. Account Managers with our existing clients; and manage the servicing of their new clients.

Essential Duties and Responsibilities:

  • Assertively identify and pursue cross-selling opportunities within existing Santa Ana Client book of business.
  • Develop targeted sales programs for specific lines of coverage in tandem with our Personal Risk Carriers
  • Exchange views with Sales leaders and Team Members on setting targets and reporting actual results
  • Join the Sales team meetings strategizing changes and troubleshooting problems
  • Be confident and knowledgeable on industry Personal Risk Carrier products and Services
  • Posses’ knowledge of the PCG Private Client Industry and is willing to strive in learning and developing themselves within PCG
  • Develop and initiates plans to increase new business sales with existing centers of influence and/or referral resources
  • Will provide coaching to all Team Members on industry sales trends, competitive markets, underwriting current concerns
  • Work in tandem with our Account Managers to build sales strategies surrounding existing client base
  • Develop a strong relationship with our Commercial P&C Producers

Knowledge, Skills, and/or Abilities:

  • Strong sales skills interfacing with clients in various ways confidently
  • Detail Oriented
  • Ability to work independently and anticipate client and team needs
  • Effective time management and decision making skills
  • Diligent follow up skills
  • Excellent interpersonal and relationship building abilities
  • Multi-task in fast paced work environment
  • Strong Personal Risk Carrier Product, Underwriting, and Website technology knowledge
  • Excellent ability to express ideas clearly in both written and oral communications
  • Microsoft Excel and PowerPoint skills
  • Knowledge of EPIC Agency Management system a plus

Education and/or Experience:

  • BA/BS
  • More than 3+ years of directly related sales/service industry experience.

Certificates, Licenses, Registration:

  • Insurance Broker's license required representing the coverages being sold. P&C broker’s license

Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.

You’ve got this!