Sales Executive - Outside Sales

Heritage Insurance•Beatrice, NE

About The Position

Heritage Insurance is hiring a full-time outside Sales Executive to build and manage a book of business within an assigned territory. The role focuses on working directly with small and medium-sized business owners and other key decision-makers to identify needs and present supplemental insurance solutions that help protect employees and their families. The position includes prospecting, face-to-face selling, client relationship management, and following a structured sales process. Successful representatives may take on additional training and mentoring responsibilities and develop toward future sales leadership opportunities. The company provides virtual and hands-on sales training, ongoing coaching, and professional development. Compensation is estimated at $78,000–$128,000+ in annual earnings and includes a weekly draw during the initial training period, commission eligibility, performance-based cash bonuses, incentive trips, and stock share bonus opportunities. Advancement and increases in responsibility are based on individual performance, production, consistency, and leadership development.

Requirements

  • Must already hold a Health & Life insurance producer license or be willing and able to obtain one.
  • Bachelor's degree or a minimum of 4 years of professional post-high-school work experience.
  • Candidates within 6 months of completing a bachelor's degree may be considered.
  • Candidates with less than 4 years of professional experience may be considered if they have relevant or specialized outside sales experience.
  • Goal-oriented, competitive, and self-motivated.
  • Confident communicating with business owners and decision-makers.
  • Comfortable with B2B cold calling, prospecting, and face-to-face sales presentations.
  • Strong professional relationship-building skills.
  • Able to work independently and manage an assigned territory.
  • Organized and accountable for daily activity and results.
  • Coachable and committed to continuous improvement.
  • Persistent and comfortable handling rejection.
  • Motivated by personal achievement and financial growth.
  • Interested in developing into a sales leader over time.

Nice To Haves

  • Experience in outside sales, B2B sales, business development, territory sales, direct sales, insurance sales, account management, customer acquisition, recruiting, sales training, or team leadership.
  • A strong background in a competitive, goal-oriented, or relationship-driven environment.

Responsibilities

  • Develop and manage a book of business within an assigned territory.
  • Prospect for new clients through B2B cold calling, referrals, networking, and relationship building.
  • Meet face-to-face with business owners, managers, and other key decision-makers.
  • Learn and execute the company's sales process.
  • Identify business needs and present supplemental insurance solutions.
  • Build long-term relationships with clients and decision-makers.
  • Schedule follow-up appointments with prospective and existing clients.
  • Contact new businesses, referrals, and existing clients who need to be re-serviced.
  • Expand the client portfolio through new business and relationship management.
  • Participate in virtual and hands-on sales training, team meetings, training calls, and professional-development sessions.
  • Track and submit daily sales activity and performance metrics.
  • Work with the sales manager to establish goals and improve performance.
  • Take ownership of territory, schedule, activity, and results.
  • As experience and success develop, assist with hands-on training for new sales representatives.
  • Demonstrate effective prospecting and sales techniques and share best practices with developing team members.
  • Encourage and support new representatives, helping them build confidence and strong sales habits.
  • Lead by example through personal production and professionalism.

Benefits

  • Weekly draw pay during the initial training period.
  • Commission eligibility beginning at the start of the opportunity.
  • Performance-based cash bonuses.
  • Quarterly and annual incentive trips.
  • Stock share bonus opportunities.
  • Licensing reimbursement.
  • Virtual classroom training, hands-on territory training, ongoing professional development, advanced sales training, and leadership and mentorship training.
  • Continued coaching from experienced sales professionals.
  • Advancement and promotions based on individual performance.
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