Direct Sales Representative
About The Position
The Direct Sales Representative is an outside sales position responsible for serving small and medium-sized businesses in an assigned territory. The representative meets face-to-face with business owners, managers, benefits managers, decision-makers, and employees to present supplemental insurance products and services. The role includes individual client discussions as well as group presentations to employee audiences that may include 50–100 or more people. The representative manages their own schedule and sales territory while working with a supportive sales team. They build and maintain a book of business, develop relationships with local businesses, follow up on leads, and balance prospecting with appointments for current and prospective clients. The company provides virtual classroom and hands-on territory training, ongoing sales and leadership development, and opportunities for advancement based on personal performance.
Requirements
- Willingness to work a full-time 40-hour work week.
- Bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months or less 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.
- Already licensed in Health & Life general lines, or willing and able to obtain a Health & Life producer license.
- Self-motivated, enthusiastic, and eager to learn.
- Confident, disciplined, purposeful, and able to work independently.
- Able to overcome objections and handle rejection.
- Track record of high performance or excellence.
- Passion for helping others and skill in building relationships.
Nice To Haves
- Prior sales experience.
- Experience in relevant or specialized outside sales, particularly for candidates with less than four years of professional work experience.
Responsibilities
- Call on new businesses, referrals, and existing clients who need to be re-serviced.
- Meet face-to-face with business owners, managers, benefits managers, decision-makers, and employees to present supplemental insurance products and services.
- Deliver product presentations to employee groups, which may include 50–100 or more people.
- 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.
- Build and maintain a personal book of business and develop relationships with local business owners in the assigned territory.
- Meet with the sales team manager as needed to discuss and set monthly and quarterly sales targets and quotas.
- 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 prospecting with warm leads and existing-client appointments.
- Submit sales metrics and activity daily.
Benefits
- Weekly draw pay, with bonuses and commission eligibility upon start.
- Quarterly and annual incentive trips, cash bonuses, and stock share bonuses.
- Advancement and promotions based on personal performance.
- Ongoing professional development, advanced sales training, and leadership training.
- Increased schedule flexibility once an established book of business is built.
- Licensing reimbursement for obtaining a Health & Life producer license.
