Sales Representative and Field Trainer

Summit Business Group • Turlock, CA

2d • Onsite

About The Position

Summit Insurance is seeking a driven, competitive Sales Representative and Field Trainer to sell supplemental insurance products while developing a personal book of business and mentoring new sales agents. The role combines business-to-business field sales with training and leadership responsibilities. The representative makes in-person calls to small and medium-sized businesses, builds relationships with decision makers, and arranges presentations or enrollment-style meetings for employees. They also support sales staff by helping new agents develop their skills and meet their goals.

The position is field-based rather than a typical office role, with virtual classroom training and hands-on sales training in the representative’s territory. Summit describes a supportive, energetic team culture and opportunities for advancement, professional development, and greater schedule flexibility after establishing a book of business. Compensation includes weekly pay, with eligibility for bonuses and commissions upon starting, plus incentive opportunities and renewal commissions.

Requirements

• Strong sales skills.
• Some type of mentorship or leadership experience.
• Strong communication skills for interacting with customers and sales staff.
• Leadership skills and the ability to take initiative and lead by example.
• Strategic planning skills.
• Familiarity with effective sales strategies.
• Ability to motivate others and create an encouraging environment.
• Ability to train others effectively.
• Mastery of product knowledge.
• Customer service skills.
• A bachelor's degree or at least 10 years of professional post-high-school work experience; candidates within six months or less of completing a degree are also considered.
• Already licensed in Health & Life general lines, or willing and able to obtain a Health & Life producer license.

Nice To Haves

• Current or former athlete with a competitive mindset.

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 business decision makers and schedule appointments to present supplemental benefits programs to employees in group presentations or enrollment-style settings.
• Report sales statistics daily.
• Submit a work schedule and goals to the team leader at the beginning of each week.
• Attend local business networking events 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 while training and mentoring new sales agents.
• Support sales staff and help increase sales.
• Help new agents develop their skills and achieve their targets.

Benefits

• Weekly pay.
• Eligibility for bonuses and commissions upon starting.
• 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.

What This Job Offers

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