Retail Producer

Evertree is a rapidly growing, independent insurance brokerage in the personal and commercial lines space that provides customized solutions to its producers and clients. Founded in 2022, Evertree is a team of industry experts and innovative thinkers who are determined to improve how insurance is sold and serviced while creating high-paying jobs and positively impacting the communities we serve. Evertree has over 100+ employees and operates across all 50 states.

At Evertree, we double down on the human; talent is core. Our industry-leading talent fuels our business to foster engagement, efficiency, and community-centric best practice. We are naturally innovative and genuine, have integrity and grit, embrace diversity, and value community.

Evertree’s leadership team has 100+ years of experience across the insurance and financial services sectors. Evertree is backed by Integrum Holdings, one of the insurance industry’s most prominent private equity firms focused on partnering with technology-enabled services companies. Our partners pull seasoned success to drive edge cutting-edge operational growth strategies through vision and investment that will revolutionize the insurance industry.

Producers at Evertree are more than just salespeople. Like any insurance agency, they source prospects, quote them policies, and bind the policies to convert those prospects into clients. But most importantly, producers at Evertree strive to be insurance experts, by ensuring that each of their clients have the proper coverage that they need, all while delivering a best-in-class insurance experience.

At Evertree, we know that insurance is more complicated than the major “do-it-yourself” websites make it seem, which is why we are committed to hiring hard-working individuals motivated by serving as an insurance expert for the folks in their community.

Key Responsibilities:

• Successfully develop and deploy sales and marketing strategies with clients and prospects.
• Manage the overall client relationship.
• Drive consistent and predictable organic growth, client satisfaction, and profitability.
• Demonstrate proficiency in the discovery process (sales due diligence) and conceptual presentation promoting Evertree’s value proposition and differentiation.
• Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
• Demonstrate strategic thinking and innovation based on knowledge of the market.
• Positively interact with colleagues, including management team and service department, to provide a seamless experience for clients.
• Perform all other duties as requested or assigned.

Required Qualifications:

• Personable and highly motivated to grow personal success.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and colleagues.
• Strong and/or developing understanding of property and casualty insurance.
• Experience in a customer-facing environment – this doesn’t have to strictly be a sales role (e.g., if you are an amazing waiter/waitress/bartender or have retail experience, you are poised to succeed at this job!)
• Superior written and verbal communication skills.
• Ability to work in a fast-paced environment.
• Solid computer skills (comfortable using email, multiple screens, and jumping between multiple browsers/applications).
• High school diploma or GED.

Desired Qualifications:

• Experience selling or servicing personal lines insurance
• Active insurance license

Compensation and Benefits:

• Paid multi-week training period
• Competitive commission and bonus plan
• Guaranteed salary during ramp-up period for experienced producers
• Sales coaching
• Marketing support
• Systems support
• Guaranteed base income in first year
• Vacation & Sick Days
• 11 paid holidays, plus additional “floater” holidays
• Health Insurance
• Dental Insurance
• Vision Insurance
• 401(k) Retirement account with company matching
• Flexible Spending Account

Evertree is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.