Sales Representative
About The Position
This is an outside sales position focused on selling supplemental insurance products and services to small and medium-sized businesses and their employees. The representative works primarily in an assigned sales territory, meeting face-to-face with business owners, benefits managers, and employees. The role includes individual meetings as well as product presentations to employee groups of 50–100 or more. Regular sales-team travel to other territories is available but is not required. Altitude provides virtual classroom training and hands-on training in the representative’s territory with an assigned trainer. Training covers the business sales cycle and sales techniques. Representatives set and submit their working hours to their sales manager weekly, submit daily sales activity metrics, and meet with their manager as needed to discuss monthly and quarterly targets. Increased schedule flexibility is available after establishing a book of business.
Requirements
- Willingness and ability to work a full-time, 40-hour work week.
- Already licensed in Health & Life general lines, or willing and able to obtain a Health & Life producer license.
- Bachelor’s degree or at least four years of professional post-high-school work experience. Candidates within six months or less of degree completion may be considered.
- Candidates with less than four years of professional work experience may be considered if they have relevant or specialized outside sales experience.
- Alignment with the company’s values of Ownership, Growth, and Service.
Nice To Haves
- Previous sales experience.
- A track record of high performance or excellence.
- Tough-minded, confident, and self-starting.
- Disciplined, purposeful, and comfortable working independently.
- Skilled at overcoming objections and not afraid of rejection.
- Passionate about helping others.
- Enjoys prospecting and working in a dynamic, changing environment.
Responsibilities
- Respond to general emails and phone calls from clients.
- Set follow-up appointments with prospective and current clients to review their needs.
- Attend scheduled calls and meetings with the sales team or manager.
- Call on new businesses, referrals, and existing clients who need to be re-serviced.
- Build and maintain a personal book of business.
- Meet with the sales team manager as needed to discuss and set monthly and quarterly sales targets and quotas.
- Develop relationships with local business owners in the assigned territory.
- Set working hours and submit them to the sales manager each week.
- Follow up on provided sales leads and cold-call businesses in person, balancing cold lead generation with warm leads and existing-client appointments.
- Submit sales metrics and activity daily.
- Meet with business owners, benefits managers, and employees to offer supplemental insurance products and services.
- Give product presentations to employee groups.
Benefits
- Licensing reimbursement.
- Weekly draw pay, with bonuses and commission eligibility upon starting.
- Quarterly and annual incentive trips, cash bonuses, and stock share bonuses.
- 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.
