Lead Outside Sales Representative

Summit Business Group • Redmond, WA

1d

About The Position

Summit Insurance is seeking a Trainer - Sales and Leadership Representative to sell supplemental insurance products to small and medium-sized businesses while helping train and mentor new sales agents. The representative spends part of the week pursuing personal sales goals and balances that work with supporting the sales team, developing agents’ skills, and helping them achieve their targets. The role requires strong sales ability and mentorship or leadership experience.

The position involves in-person business-to-business sales within an assigned territory, building relationships with business customers, connecting with decision makers, and arranging employee presentations or enrollment-style meetings. The representative also manages client relationships and sales activity, reports results, maintains CRM records, and attends local networking events.

Summit offers virtual and hands-on sales training, ongoing professional and leadership development, performance-based advancement, and increased schedule flexibility after establishing a book of business.

Requirements

• Strong sales skills.
• Some type of mentorship or leadership experience.
• Strong communication skills for interactions with customers and sales staff.
• Leadership skills.
• Strategic planning skills.
• Familiarity with effective sales strategies.
• Ability to create a motivating environment and an inspirational attitude.
• Ability to train others effectively.
• Mastery of product knowledge.
• Customer service skills.
• Already licensed in Health & Life general lines, or willing and able to obtain a Health & Life producer license.
• Bachelor's degree or at least 10 years of professional post-high-school work experience. Candidates within six months or less of degree completion are also considered.

Responsibilities

• Make daily in-person business-to-business sales calls to small and medium-sized businesses in the assigned territory.
• Build professional relationships and establish trust and rapport with customers.
• Connect with business decision makers and schedule appointments to present supplemental benefits programs to employees in group presentations or enrollment-style settings.
• Report daily sales statistics at the end of each day.
• Submit a work schedule and goals to the team leader at the beginning of each week.
• Attend business networking events in the territory to generate leads and referrals.
• Periodically and systematically re-service existing client accounts.
• Enter business client information into the CRM weekly.
• Meet personal sales goals and objectives.
• Train and mentor new sales agents, helping them develop their skills and achieve their targets.
• Support sales staff and contribute to increasing sales.

Benefits

• Licensing reimbursement.
• Weekly draw pay with bonuses and commission eligibility upon start.
• Quarterly and annual incentive trips.
• Cash bonuses.
• Stock share bonuses.
• Lifetime-vested renewal commissions.
• 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.

What This Job Offers

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