Entry-Level Outside Sales Representative

Heritage Insurance • Bethany, OK

1d

About The Position

Heritage Insurance is hiring an Entry-Level Outside Sales Representative to develop business and client relationships within an assigned territory. The representative meets face-to-face with small and medium-sized business owners and key decision-makers, learns to present supplemental insurance products, and works to identify client needs and provide personalized coverage solutions. Extensive insurance sales experience is not required. The company provides comprehensive training, field coaching, ongoing professional development, and advanced sales training.

This outside business-to-business sales role involves prospecting, cold calling, appointments, follow-up, client service, territory development, and building and maintaining a personal book of business. Representatives manage and submit their weekly schedules, track daily activity and performance metrics, participate in team meetings and coaching, and work toward individual and team sales goals. The position offers a designated territory 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 continuously 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 the 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.

Benefits

• $42,000–$72,000+ annual earning potential.
• Weekly draw pay.
• Commission and bonus eligibility from the start.
• Virtual classroom training.
• Hands-on sales training in the assigned territory.
• Ongoing professional development.
• Advanced sales and leadership training.
• Advancement and promotion opportunities based on performance.
• Quarterly and annual incentive trips.
• Cash bonus opportunities.
• Stock share bonus opportunities.
• Designated sales territory.
• Opportunity to build and maintain a personal book of business.
• Flexible, self-directed work environment.
• Licensing reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed