Direct Sales Representative

Altitude Development Group • Evergreen, CO

2d

About The Position

The Direct Sales Representative is an outside sales role responsible for serving an assigned territory and offering supplemental insurance products and services to small and medium-sized businesses and their employees. The representative meets face-to-face with business owners, managers, benefits managers, decision-makers, and employees, conducting individual meetings and group presentations, which may include groups of 50–100 or more.

The role involves developing and maintaining relationships with local businesses, building a personal book of business, and balancing cold prospecting with referrals, sales leads, appointments, and service for existing clients. Representatives manage and submit their schedules, meet with their sales manager as needed to discuss targets and quotas, and report sales activity and metrics daily. The company provides virtual and hands-on training, with opportunities for ongoing sales and leadership development and advancement based on personal performance.

Requirements

• Be willing to work a full-time work week of 40 hours.
• Be tough-minded, confident, self-starting, disciplined, and purposeful, with the ability to work independently.
• Be skilled at overcoming objections and willing to handle rejection.
• Have a track record of high performance or excellence.
• Be passionate about helping others and comfortable working in a dynamic, changing environment.
• Hold a bachelor's degree or have at least 4 years of professional post-high-school work experience. Candidates within 6 months or less of degree completion will be considered; candidates with less than 4 years of professional experience may be considered if they have relevant or specialized outside sales experience.
• Already hold a Health & Life general lines license, or be willing and able to obtain a Health & Life producer license.

Nice To Haves

• A background in sales is a plus.

Responsibilities

• Call on new businesses, referrals, and existing clients who need to be re-serviced.
• Meet face-to-face with business owners and decision-makers to offer supplemental insurance products and services.
• Conduct individual meetings and product presentations for employee groups.
• Respond to general client emails and phone calls.
• Set follow-up appointments with prospective and current clients to review their needs.
• Build and maintain a personal book of business and develop relationships with local business owners in the assigned territory.
• Follow up on provided sales leads and cold-call businesses in person, balancing prospecting with warm leads and existing-client appointments.
• Set a working schedule and submit it to the sales manager each week.
• Meet with the sales team manager as needed to discuss and set monthly and quarterly sales targets and quotas.
• Submit sales metrics and activity daily.

Benefits

• Weekly draw pay, with bonuses and commission eligibility upon starting.
• 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 after establishing a book of business.
• Licensing reimbursement.

What This Job Offers

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