Sales Consultant

Summit Business Group•Shawnee, KS

About The Position

Summit Business Group is hiring a Direct Sales Representative for an assigned territory. The position involves selling supplemental insurance products and services to small and medium-sized businesses and their employees. The representative builds relationships with business owners and other decision-makers, identifies their needs, and presents tailored insurance solutions through in-person meetings, cold calls, and product presentations. The role includes supporting clients after the sale, responding to inquiries, and assisting during the claims process. The representative manages their own schedule around client business hours and submits scheduled hours to their sales manager each week. They work with business owners, benefits managers, and employees, including presenting to groups of 50–100 or more. Training includes virtual classroom instruction and hands-on sales training in the assigned territory. Summit offers weekly pay, bonus and commission eligibility from the start, incentive opportunities, professional development, and performance-based advancement.

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.
  • Bachelor's degree or at least four years of professional work experience after high school. Candidates within six months of completing a degree 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.
  • Already holding a 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 and 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 goals and quotas.
  • Develop relationships with local business owners in the assigned territory.
  • Set a work schedule and submit it to the sales manager each week.
  • Follow up on provided sales leads and cold-call businesses in person, balancing lead generation with appointments and existing clients.
  • 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 through communication, responding to inquiries, providing ongoing support, and assisting during the claims process.

Benefits

  • Weekly 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.
  • Licensing reimbursement offered.
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