Sales Consultant

Summit Business Group • Athens, AL

1d

About The Position

Summit Business Group is hiring an outside sales representative to serve an assigned territory and sell supplemental insurance products and services to small and medium-sized businesses and their employees. The role involves building relationships with business owners, benefits managers, employees, and other decision-makers; understanding their needs; and presenting tailored insurance solutions. Representatives conduct in-person outreach and cold calls, follow up with prospective and existing clients, and use Salesforce CRM to manage sales activity.

The representative manages their own schedule around client business hours, submits scheduled working hours to the sales manager weekly, and reports sales metrics and activity daily. The role includes individual client meetings and product presentations for employee groups of 50–100 or more. Representatives also respond to client inquiries, provide ongoing support—including during the claims process—and build and maintain their own book of business. Summit provides virtual and hands-on training, with advancement based on personal performance.

Requirements

• Proven experience in sales or customer-facing roles.
• Ability to conduct full training cycles, including in-person and online sessions.
• Excellent organizational, communication, and presentation skills.
• Genuine desire to assist and empower clients and concern for their well-being.
• Health & Life general lines license, or willingness and ability to obtain a Health & Life producer license within 90 days.
• Bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months or less of degree completion will be considered; candidates with less than four years of professional experience may be considered if they have relevant or specialized outside sales experience.

Nice To Haves

• Experience in outside sales.

Responsibilities

• Call on new businesses, referrals, and existing clients who need to be reserviced, selling business to business.
• Follow up on provided sales leads and cold-call businesses in person while balancing prospecting with warm leads and existing-client appointments.
• Develop relationships with local business owners and other decision-makers in the assigned territory.
• Understand client needs and present supplemental insurance products and tailored solutions.
• Conduct individual meetings and product presentations for employee groups.
• Build and maintain a personal book of business.
• Respond to general client emails and phone calls and provide ongoing support, including during the claims process.
• Set follow-up appointments with prospective and current clients to review their needs.
• Attend scheduled calls or meetings with the sales team or manager.
• Meet with the sales team manager as needed to discuss and set monthly and quarterly sales goals and quotas.
• Set scheduled working hours, submit them to the sales manager each week, and submit sales metrics and activity daily.
• Conduct full training cycles, including in-person and online sessions.

Benefits

• Weekly pay.
• Bonuses and commission eligibility upon starting.
• Quarterly and annual incentive trips.
• Cash bonuses.
• Stock share bonuses.
• Lifetime-vested renewal commissions.
• 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.

What This Job Offers

• Job Type: Full-time