Sales Representative & Field Trainer

R.I.S.E. Financial • Ogden, UT

2d • 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 client relationships, promoting and selling products, and supporting team members’ development. Work is business-to-business and in person, with regional travel and occasional overnight trips.

Requirements

• At least 1 year of B2B sales experience, with 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.
• Strong 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.
• 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 upon joining; a license is not required to apply.

Nice To Haves

• Prior experience mentoring or training; willingness to learn 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.
• Mentor team members and provide constructive feedback while remaining receptive to personal development.
• Work with leadership to assess training effectiveness and improve program outcomes.
• Foster continuous personal and professional development across the team.

Benefits

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

What This Job Offers

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