Insurance Sales Representative

Summit Business Group • Anniston, AL

9h • Onsite

About The Position

Summit Business Group is hiring a Direct Insurance Sales Representative for an assigned outside-sales territory. The representative will work with small and medium-sized businesses, meeting with owners, benefits managers, decision-makers, and employees to present supplemental insurance products and services. The role includes prospecting through cold calls and in-person visits, developing client relationships, closing sales, and supporting clients, including during the claims process. Representatives manage their own schedules and submit them to their sales manager weekly. They also report sales activity daily and discuss monthly and quarterly targets with their manager as needed. Training includes virtual classroom instruction and hands-on sales training in the representative’s territory. The company describes opportunities for advancement, professional and leadership development, and increased schedule flexibility after establishing a book of business.

Requirements

• Proven experience in sales or customer-facing roles, especially outside sales.
• Ability to conduct comprehensive training cycles in person and online.
• Strong organizational, communication, and presentation skills.
• Health & Life general lines license, or willingness and ability to obtain a Health & Life producer license within 90 days.
• A bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months of completing a degree may be considered.
• Candidates with less than four years of professional work experience may be considered if they have relevant or specialized outside-sales experience.

Responsibilities

• Respond to general client emails and phone calls.
• Set follow-up appointments with prospective and current clients to review their needs.
• Attend scheduled calls or meetings with the sales team or manager.
• Call on new businesses, referrals, and existing clients needing service, selling business to business.
• Build and maintain a personal book of business.
• Meet with the sales team manager as needed to discuss and set monthly and quarterly sales goals and quotas.
• Develop relationships with local business owners in the assigned territory.
• Set a weekly work schedule and submit it to the sales manager.
• Follow up on provided sales leads and cold-call businesses in person, balancing new lead generation with warm leads and existing-client appointments.
• Submit sales metrics and activity daily.
• Present insurance products to business owners, decision-makers, and employee groups, including groups of 50–100 or more.
• Maintain client relationships through effective communication, respond to inquiries, and provide support, particularly during the claims process.
• Conduct training cycles in person and online.

Benefits

• Licensing reimbursement is offered.
• Weekly draw pay, with bonuses and commission eligibility upon start.
• Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions.
• Advancement and promotions based on personal performance.
• Ongoing professional development, advanced sales training, and leadership training.
• Increased schedule flexibility after establishing a book of business.
• Virtual classroom training and hands-on sales training in the assigned territory.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level