Entry-Level Outside Sales Representative

Heritage Insurance•Baxter Springs, KS

About The Position

Heritage Insurance is hiring an Entry-Level Outside Sales Representative to develop insurance sales skills and build a book of business within an assigned territory. The representative will work face-to-face with small and medium-sized business owners and other key decision-makers, learning business development, client relationship management, and territory development. Extensive insurance sales experience is not required. The company provides comprehensive training, hands-on field coaching, ongoing professional development, and advanced sales training. Heritage Insurance specializes in supplemental insurance products intended to help individuals, families, and employees protect against unexpected expenses and financial challenges. The role involves educating clients about coverage options and providing personalized solutions. It is a full-time outside sales position with 8-hour shifts and a flexible, self-directed work environment.

Requirements

Strong work ethic and desire to succeed.
Comfort meeting and speaking with new people.
Strong verbal, written, and presentation skills.
Ability to overcome challenges and remain persistent.
Organization and ability to manage one's own schedule.
Ability to work independently without constant supervision.
Self-motivation and a results-oriented approach.
Positive, outgoing, and energetic personality.
Comfort communicating with business owners and decision-makers.
Willingness to learn and continually develop sales skills.
Valid driver's license and reliable transportation.
Willingness and ability to obtain an insurance license if not already licensed.

Nice To Haves

Active Health & Life insurance license preferred.

Responsibilities

Identify and develop new business opportunities.
Prospect for potential clients within an assigned territory.
Conduct business-to-business outreach and cold calling.
Schedule and conduct appointments with prospective and existing clients.
Meet face-to-face with business owners and key decision-makers.
Learn and present supplemental insurance products and coverage options.
Identify client needs and provide personalized coverage solutions.
Build and maintain long-term professional relationships.
Follow up with prospective and existing clients.
Call on new businesses, referrals, and existing clients who may need additional service.
Build and maintain a personal book of business.
Respond professionally to client emails and phone calls.
Participate in scheduled team meetings, coaching sessions, and training.
Manage a weekly schedule and submit it to the sales manager.
Track and submit daily sales activity and performance metrics.
Work toward individual and team sales goals.