Sales Representative & Field Trainer

R.I.S.E. Financial • Bellingham, WA

1d • Onsite

About The Position

RISE Financial is a supplemental insurance company serving small and medium-sized businesses with employee benefits plans. The Sales Representative & Field Trainer is a dual-role position responsible for generating sales and, after mastering the company’s methods, training and mentoring new hires. The role involves engaging prospective clients, building long-term relationships, presenting products and services, negotiating contracts, and meeting sales goals. It also includes delivering training, coaching team members, and working with leadership to improve training outcomes. Work is business-to-business and in person, with regional travel and occasional overnight trips.

Requirements

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

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 maintain 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, helping them understand those methods and the company culture.
• Mentor team members and provide constructive feedback while remaining receptive to personal development.
• Collaborate with leadership to assess and improve training programs.
• Foster a learning environment that encourages ongoing personal and professional development.

Benefits

• Uncapped earning potential through performance-based commissions and bonuses.
• Guaranteed base draw for the first six weeks.
• Competitive weekly draw pay with commissions and bonuses from the start.
• Quarterly and annual incentives, including trips, cash bonuses, and stock options.
• Licensing reimbursement for state fees.
• CRM and training provided.
• Classroom and field training.
• Leadership development programs, ongoing training, and support from experienced sales leaders.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed