Direct Sales Representative

Altitude Development Group • Olympia, WA

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About The Position

The Direct Sales Representative is an outside sales role working independently in 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. The role includes individual client conversations and presentations to employee groups, which may include 50–100 or more people. The representative builds and maintains a book of business, balances prospecting and cold calls with warm leads and existing-client appointments, and manages a self-scheduled work week while reporting schedules and sales activity to the sales manager. Training is provided through virtual classroom instruction and hands-on work in the representative’s territory. The company offers ongoing professional, sales, and leadership development, with increased schedule flexibility available after establishing a 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 comfortable with rejection.
• Willing to work a full-time work week of 40 hours.
• Track record of high performance or excellence.
• Passion for helping others.
• Interest in prospecting and working in a dynamic, changing work environment.
• 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 work experience may also be considered if they have relevant or specialized outside sales experience.

Nice To Haves

• Background in sales.
• Relevant or specialized outside sales experience, which may qualify candidates with less than four years of professional work experience.

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 to be re-serviced.
• 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 a working schedule and submit it to the sales manager each week.
• Follow up on provided sales leads and cold-call businesses in person, balancing lead generation with warm leads and existing-client appointments.
• Submit sales metrics and activity daily.
• Meet with business owners, managers, decision-makers, and employees to present supplemental insurance products and services.
• Conduct individual client conversations and presentations to employee groups.

Benefits

• Virtual classroom training and hands-on sales training in the assigned territory.
• 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 for obtaining a Health & Life producer license.
• A supportive, family-like culture with like-minded, driven, and caring colleagues.

What This Job Offers

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