Sales Representative & Field Trainer

R.I.S.E. Financial•Pendleton, OR
•Onsite

About The Position

RISE Financial is a supplemental insurance company serving small and medium-sized businesses with supplemental benefits plans. The Sales Representative & Field Trainer is a dual-role position responsible for driving sales and developing and mentoring new hires. The role engages new clients, builds long-term relationships, promotes products and services, negotiates contracts, and closes sales. After mastering the company’s methods, the employee delivers training, mentors team members, and works with leadership to improve training outcomes. The position involves in-person business-to-business work and regional travel, including occasional overnight trips.

Requirements

  • At least 1 year of B2B sales experience, with a proven ability to meet or exceed sales targets.
  • Ability to identify client needs, provide tailored solutions, and build long-term relationships with clients and colleagues.
  • A passion for helping others develop and the ability to lead, motivate, and coach a team.
  • Exceptional verbal and written communication skills.
  • Ability to stay organized and manage multiple tasks effectively.
  • Proactive, positive mindset and ability to navigate challenges and find creative solutions.
  • Valid driver’s license and reliable transportation for travel within the designated sales area.
  • Access to a working cell phone, iPad, and data plan for client communications and sales activities.
  • Willingness to obtain a state health insurance license after joining the team.
  • Willingness to travel within the region, including occasional overnight trips.

Nice To Haves

  • Prior experience mentoring or training; willingness to learn and grow through coaching is also valued.

Responsibilities

  • Identify and engage potential clients through in-person cold calling, networking, and referrals.
  • Build and nurture long-term client relationships to support retention and repeat business.
  • Present and promote products and services, negotiate contracts, and close sales.
  • Meet or exceed individual sales goals and key performance indicators.
  • Deliver training programs to new hires after mastering the company’s methods.
  • Mentor team members and provide constructive feedback while remaining open to personal growth and development.
  • Collaborate with leadership to evaluate training programs and adjust them to improve outcomes.
  • Foster continuous personal and professional development across the team.
  • Travel within the designated sales region, including occasional overnight trips.

Benefits

  • Uncapped performance-based commissions and bonuses.
  • Guaranteed base draw for the first six weeks.
  • Commissions typically paid within one week.
  • Leadership development programs, ongoing training, and support from experienced sales leaders.
  • Classroom and field training.
  • Competitive weekly draw pay with commissions and bonuses from the start.
  • Quarterly and annual incentives, including trips, cash bonuses, and stock options.
  • CRM and training provided.
  • Reimbursement of state licensing fees.
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