Commercial Insurance Broker

Success Profile Position Title: TITLE – CLIENT – CITY, STATE Position Overview: The primary role of your role as a TITLE – more commonly referred to as a producer – is to generate new clients and then maintain your clientele (“book of business”). As a producer, you will sell solutions from a broad portfolio of… Continue Reading

I love a mixed metaphor or a butchered cliche. This one fits the all-too-common dilemma I encounter with B2B sales people. You earn decent money (sometimes even low 6-figures). You sell a quality product for a fine company. You’ve got a good boss. You like your colleagues and your clients (well, most of them). But… Continue Reading

I didn’t invent this phrase. But I sure repeat it often. It captures (with sarcasm) the commercial insurance broker industry’s people challenge. The talent pool is shallow. We’re too pale, male and stale. If you run a commercial insurance agent/brokerage, you can’t find enough people to grow. Not by poaching and recycling people inside the… Continue Reading

We recruit business-to-business (B2B) sales people ACROSS industries. We help a sales person leave an industry that they know to become a commercial insurance broker. Making an industry change is a big career decision. We ask candidates: “What research have you done about this career?” Some folks do remarkably little research for such a big… Continue Reading

The calendar flipped to 2019. If you’re a Business-to-Business (B2B) sales person, imagine it’s 2029. Think back — from your future. Your CEO congratulates you for 10 years with your commercial insurance brokerage. You think back to 2019 when you left your last sales job to choose career freedom. In 10 years, you’ve: Increased your… Continue Reading