Direct Sales Representative
About The Position
The Direct Sales Representative is an outside-sales role serving an assigned territory. The representative calls on small and medium-sized businesses across a variety of industries, meeting face-to-face with business owners, managers, benefits managers, decision-makers, and employees to present supplemental insurance products and services. Presentations may be delivered to employee groups of 50–100 or more. The role involves developing and maintaining relationships with local businesses, building a personal book of business, balancing cold outreach with referrals and existing-client appointments, and managing an independent schedule while working with a sales team and manager. The company provides virtual classroom and hands-on territory sales training. Compensation includes weekly draw pay, with eligibility for bonuses and commissions upon starting. Advancement, incentives, and increased schedule flexibility are tied to performance and development of an established book of business.
Requirements
- Enthusiastic, self-motivated, and eager to learn.
- Tough-minded, confident, and self-starting.
- Disciplined and purposeful, with a desire to work independently.
- Skilled at overcoming objections and willing to handle rejection.
- Willing to work a full-time work week of 40 hours.
- 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; licensing reimbursement is offered.
- 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, as may candidates with fewer than four years of professional work experience if they have relevant or specialized outside-sales experience.
Nice To Haves
- A background in sales is a plus.
- Relevant or specialized outside-sales experience may be considered in place of 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 offer supplemental insurance products and services.
- Deliver product presentations, including to employee groups of 50–100 or more.
- 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.
- Develop relationships with local business owners in the assigned territory.
- Follow up on provided sales leads and cold-call businesses in person, balancing cold lead generation with warm leads and existing-client appointments.
- Set weekly working hours and submit them to the sales manager each week.
- Meet with the sales team manager as needed to discuss and set monthly and quarterly sales goals 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 once an established book of business has been built.
- Licensing reimbursement.
