Sales Consultant

Summit Business Group•Gilbert, AZ

About The Position

Summit Business Group is hiring an outside sales representative to sell supplemental insurance products and services to small and medium-sized businesses and their employees within an assigned territory. The representative meets with business owners, benefits managers, decision-makers, and employees to understand their needs and present tailored insurance solutions. Work includes cold calling and in-person visits, sales presentations to employee groups, and using Salesforce CRM. The representative manages their schedule around client business hours and builds and maintains a book of business. They support clients through ongoing communication, responding to inquiries and assisting during the claims process. The role includes weekly submission of scheduled working hours, daily reporting of sales activity and metrics, and coordination with the sales manager on sales targets and quotas. Summit provides virtual and hands-on training, professional development, and licensing support.

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, with concern for their well-being.
Health and Life general lines license, or willingness and ability to obtain a Health and Life producer license within 90 days.
Bachelor's degree or at least four years of professional work experience after high school. Candidates within six months or less of completing a degree will be considered.
Candidates with less than four years of professional work 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 to sell supplemental insurance business to business.
Conduct cold calls and in-person visits, while following up on provided leads and maintaining warm leads and existing client appointments.
Meet with business owners, benefits managers, decision-makers, and employees to understand needs and present tailored insurance solutions.
Deliver product presentations to employee groups, including groups of 50–100 or more.
Build and maintain relationships with local business owners and develop a personal book of business.
Respond to general client emails and phone calls, handle inquiries, 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.
Work with the sales team manager to establish monthly and quarterly sales targets and quotas.
Set a work schedule and submit it to the sales manager each week.
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.