Field Sales Representative

Altitude Development Group•Yuma, AZ
•Onsite

About The Position

The Field Sales Representative is an outside sales role responsible for serving an assigned territory and building relationships with small and medium-sized businesses. 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 individuals or employee groups of 50–100 or more. The role includes developing and maintaining a book of business, balancing cold prospecting with follow-up and existing-client appointments, and supporting clients as they evaluate their needs. Representatives manage and submit their working schedules, sales activity, and metrics, and coordinate with their sales manager on goals and quotas. The company provides virtual and hands-on sales training, ongoing professional development, and opportunities for advancement based on individual performance.

Requirements

  • Willingness to commit to a full-time work week of 40 hours.
  • Confident, self-starting, disciplined, and able to work independently.
  • Able to overcome objections and remain resilient.
  • Proven track record of excellence.
  • Passion for helping others and making a difference.
  • 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 will be considered; candidates with less than four years of professional experience may also be considered if they have relevant or specialized outside sales experience.

Nice To Haves

  • A background in sales is beneficial.
  • Relevant or specialized outside sales experience may qualify candidates with less than 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, decision-makers, benefits managers, and employees to present supplemental insurance products and services.
  • Give product presentations to individuals and employee groups.
  • 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 and relationships with local business owners in the assigned territory.
  • Follow up on provided sales leads and cold-call businesses in person, balancing prospecting with warm leads and existing-client appointments.
  • Set working hours and submit the schedule 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 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.
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