What are the responsibilities and job description for the Internal Business Development Specialist position at The Producers Group?
Job Posting: Internal Business Development Specialist
Location: San Diego or Remote
Company: The Producers Group – Life Insurance Brokerage Agency
Job Type: Full-Time
About Us:
The Producers Group, a leading life insurance brokerage agency, is seeking a motivated and experienced Internal Business Development Specialist to join our dynamic team. We specialize in supporting financial professionals and agencies with advanced case design, sales support, and industry expertise. This position will play a critical role in supporting both external sales efforts and internal operations within the life insurance industry. The ideal candidate will have a deep understanding of life insurance products and strategies, thrive in a fast-paced environment, and be passionate about delivering exceptional services to our agents and partners. Company culture is customer-centric and committed to excellence.
What You’ll Do:
- Create life insurance quotes and illustrations for term and permanent products
- Serve as a point of contact for advisors regarding existing insurance policies
- Ensure all service activity is compliant with firm and regulatory standards
- Manage policy service requests such as inforce illustration requests and assisting advisors and internal staff in preparing policy summaries and reports
- Provide product knowledge/product recommendations and case design support to external advisors
- Serve as a key internal contact for product positioning, underwriting niches, and sales support
- Keep up to date on product changes, carrier updates, industry regulations and trends
- Onboard new agents and initiate contracting and hierarchy set-up
- Maintain and update CRM system with client and case activity
- Communicate updates on new products, promotions, and carrier incentive programs to producers
- Review carrier marketing materials and assist in creating tailored marketing pieces for distribution
- Identify and resolve issues proactively to keep cases moving efficiently
- Represent and promote the value and capabilities of The Producers Group to our partners
- Collaborate with internal teams on projects and initiatives as needed
Qualifications & Experience:
- Minimum 3 years of experience in life insurance sales, marketing, case design, or business development (agency or carrier side)
- In-depth knowledge of life insurance products, illustrations, carrier platforms and carrier illustration software
- Ability to run, interpret, and explain carrier illustrations and case designs
- Involvement in onboarding advisor and knowledge of contracting and hierarchy processing
- Strong communication skills (written and verbal) with both internal and external customers
- Experience using CRM systems to manage client data and case activity
- Experience in creating and editing marketing content; familiarity with tools like Canva a plus
- Strong attention to detail, organizational skills, and a sense of urgency
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- A proactive, team-oriented approach with a "client-first" mindset
Why Join The Producers Group?
- Work with a knowledgeable, high-performing team in a supportive and collaborative environment
- Be part of a company that values efficiency, professionalism, and where your ideas and contributions are encouraged.
- Make a direct impact in helping producers grow their life insurance business
To Apply:
Please submit your resume and a brief cover letter outlining your relevant experience to careers@thepg.com
Compensation & Benefits:
💵 Salary: $50,000-$60,000
🎯 Benefits Include:
· Health Insurance
· Vision Insurance
· Life Insurance
· 401(k) Retirement
· Paid Time Off
· Paid Holidays
Salary : $50,000 - $60,000