Insurance Sales Representative

Summit Business Group • Mableton, GA

1d

About The Position

Summit Business Group is hiring a Direct Insurance Sales Representative for an assigned outside-sales territory. The representative will call on small and medium-sized businesses across a variety of industries, meet face-to-face with owners and decision-makers, and offer supplemental insurance products and services to businesses and their employees. The role includes individual client meetings as well as product presentations for employee groups of 50–100 or more.

The representative manages their schedule and sales territory, develops a book of business, and uses Salesforce CRM to engage prospects through cold calls and in-person visits. They build and maintain client relationships, respond to questions, provide support—including during the claims process—and act as a trusted advisor. Training is provided, and the role offers performance-based advancement and opportunities to increase schedule flexibility after establishing a book of business.

Requirements

• Proven experience in sales or customer-facing roles, especially outside sales.
• Ability to conduct comprehensive training cycles in person and online.
• Strong organizational, communication, and presentation skills.
• Passion for empowering clients and a strong sense of responsibility for their well-being.
• Already hold a Health & Life general lines license, or be willing and able to obtain a Health & Life producer license within 90 days; licensing support and reimbursement are 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, as will candidates with less than four years of professional experience who have relevant or specialized outside sales 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.
• Sell business-to-business to new businesses, referrals, and existing clients requiring service.
• 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 weekly working hours and submit the schedule to the sales manager.
• 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.
• Conduct in-person and online training cycles and present products to business owners, decision-makers, and employee groups.
• Provide client support and handle inquiries, including support during the claims process.

Benefits

• Weekly draw pay, with bonuses and commission eligibility upon starting.
• Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions.
• Advancement and promotions based on personal performance.
• Ongoing professional development, advanced sales training, and leadership training.
• Increased schedule flexibility after establishing a book of business.
• Licensing reimbursement.

What This Job Offers

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