Lead Outside Sales Representative

Summit Business Group • Burlington, IA

1d

About The Position

Summit Insurance is hiring a Trainer - Sales and Leadership Representative to sell supplemental insurance products to small and medium-sized businesses while training and mentoring new sales agents. The representative makes in-person business-to-business sales calls, builds relationships with clients and decision makers, and arranges group presentations or enrollment-style meetings for employees. The role combines personal sales responsibilities and sales-goal ownership with helping team members develop their skills and meet their targets.

The position includes virtual classroom and hands-on sales training in the representative’s territory. Summit describes a supportive, growth-oriented culture with advancement based on individual performance, ongoing sales and leadership development, and increased schedule flexibility after establishing a book of business. A Health & Life producer license is required or must be obtained; licensing reimbursement is offered.

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 ability.
• Familiarity with effective sales strategies.
• An inspirational attitude and ability to create a motivating environment.
• 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 a minimum of 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 with customers and establish trust and rapport.
• 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 develop leads and referrals.
• Periodically and systematically re-service existing client accounts.
• Enter business client information into the CRM weekly.
• Make sales and meet personal sales goals and objectives.
• Train and mentor new sales agents, helping them develop their skills and achieve 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: Senior