Insurance Sales Representative

Summit Business Group•Auburn, AL

2d•Onsite

About The Position

At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct Insurance Sales Representative. As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out. In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process.

Requirements

Proven experience in sales or customer-facing roles, especially in outside sales.
Ability to conduct comprehensive training cycles, both in-person and online.
Superior organizational, communication, and presentation skills.
A passion for empowering clients and a strong sense of responsibility for their well-being.
Health & Life general lines license, or the drive to obtain it within 90 days (with our support).
Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience.
Candidates within 6 months or less of degree completion will be considered.
Candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience will be considered.

Nice To Haves

Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)

Responsibilities

Manage your schedule and drive your success.
Connect with business owners and key decision-makers.
Understand client needs and offer superior insurance solutions.
Engage potential clients through cold calls and in-person visits using Salesforce CRM.
Close deals and become a trusted advisor.
Maintain client relationships with strong communication.
Handle inquiries decisively and provide unwavering support, especially during the claims process.
Respond to general emails and phone calls from clients.
Set follow-up appointments with prospective and current clients.
Call on new businesses, referrals, and existing clients.
Build and maintain your own book of business.
Meet with sales team manager to discuss and set sales goals and quotas.
Develop relationships with local business owners in your territory.
Set your own scheduled working hours and submit them to your sales manager each week.
Follow up on provided sales leads and cold-call on businesses in person.
Submit your sales metrics and activity daily.