Sales Consultant

Summit Business Group • Butte, MT

1d

About The Position

Summit Business Group is hiring a Direct Sales Representative for an outside sales role in an assigned territory. The representative sells supplemental insurance products and services to small and medium-sized businesses and their employees, meeting face-to-face with business owners, benefits managers, decision-makers, and employee groups. The role involves prospecting through cold calls and in-person visits, following up on leads, and using Salesforce CRM to manage sales activity and client relationships. Representatives build and maintain their own book of business, present tailored insurance solutions, and provide ongoing support, including assistance during the claims process. The position offers autonomy to set a work schedule aligned with client business hours, with schedules submitted weekly to the sales manager. Training is provided through virtual classroom sessions and hands-on training in the assigned territory.

Requirements

• Proven experience in sales or customer-facing roles.
• Ability to conduct full training cycles, including in-person and online sessions.
• Excellent organizational, communication, and presentation skills.
• Genuine desire to assist and empower clients and concern for their well-being.
• Health & Life general lines license, or willingness and ability to obtain a Health & Life producer license within 90 days; licensing reimbursement is offered.
• Bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months of degree completion may be considered.
• Candidates with less than four years of professional work experience may be considered if they have relevant or specialized outside sales experience.

Nice To Haves

• Experience in outside sales is preferred.
• Existing Health & Life general lines license.

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.
• Call on new businesses, referrals, and existing clients needing service, selling business to business.
• Build and maintain a personal book of business.
• Meet with the sales team manager as needed to discuss and set monthly and quarterly sales targets and quotas.
• Develop relationships with local business owners in the assigned territory.
• Set working hours and submit the schedule to the sales manager each week.
• Follow up on provided sales leads and cold-call businesses in person while balancing lead generation with warm leads and existing-client appointments.
• Submit sales metrics and activity daily.
• Conduct in-person and online training sessions.
• Present insurance products to business owners, decision-makers, and employee groups.
• Maintain client relationships, handle inquiries, and provide ongoing support, including during the claims process.

Benefits

• Weekly pay with bonuses and commission eligibility upon start.
• 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 once an established book of business is developed.
• Licensing reimbursement.

What This Job Offers

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