Direct Sales Representative
About The Position
The Direct Sales Representative is an outside sales role responsible for working in an assigned territory and calling on small and medium-sized businesses across a variety of industries. The representative meets face-to-face with business owners, managers, benefits managers, and employees to present supplemental insurance products and services. Presentations may be made to individual employees or groups of 50–100 or more. The role involves independently managing a schedule, developing relationships with local businesses, generating new leads, following up with prospective and existing clients, and building and maintaining a book of business. Representatives receive virtual classroom and hands-on territory training, with ongoing sales and leadership development. The position offers weekly draw pay, eligibility for bonuses and commissions, incentives, and performance-based advancement.
Requirements
- Willingness to work a full-time work week of 40 hours.
- Tough-minded, confident, self-starting, disciplined, and purposeful, with a desire to work independently.
- Able to overcome objections and handle rejection.
- Track record of high performance or excellence.
- Passion for helping others.
- Already licensed in Health & Life general lines, or willing and able to obtain a Health & Life producer license.
- Bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months or less of degree completion may 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
- Background in sales.
- Enthusiastic, self-motivated, and eager to learn.
- Strong interpersonal skills and a desire to succeed.
- Enjoys prospecting and working in a dynamic, changing environment.
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 who need service.
- 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 working hours and submit the schedule to the sales manager each week.
- 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 supplemental insurance products and services to business decision-makers and employees.
Benefits
- Virtual classroom and hands-on sales training.
- 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 offered.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
