Lead Outside Sales Representative

Summit Business Group•Bountiful, UT

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 spends part of the week meeting their own sales goals and part of the week supporting the development and performance of the sales team. The role involves in-person business-to-business sales within an assigned territory, building client relationships, presenting benefits programs, and maintaining client and sales records. The company describes a supportive, growth-oriented culture with opportunities for career advancement and professional development. Training includes virtual classroom instruction, hands-on sales training in the representative’s territory, and ongoing advanced sales and leadership training. The role offers weekly draw pay, bonuses, commission eligibility from the start, incentive trips, cash and stock share bonuses, and lifetime-vested renewal commissions. Schedule flexibility may increase 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.
  • 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 work experience after high school; 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 key business decision makers and schedule appointments to present supplemental benefits programs to employees in group presentation 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.
  • Meet personal sales goals and objectives.
  • Train and mentor new sales agents to help 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 after establishing a book of business.
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