Sales Representative
About The Position
Summit Business Group is hiring a Direct Sales Representative to sell supplemental insurance benefits to small and medium-sized businesses and their employees. The role is primarily field-based, with in-person business-to-business cold calls in an assigned sales territory. Representatives use the company’s Custom Salesforce CRM, build rapport with prospective clients, present products, and close sales during initial meetings or arrange follow-up appointments. Representatives manage their own work schedules, planning hours around when businesses in their territory are open. They also maintain client relationships by responding to calls, texts, and emails, answering questions, and guiding clients through the claims process. The role includes proactive client check-ins and identifying additional insurance coverage suited to clients’ needs. Summit provides virtual and hands-on sales training, ongoing professional and leadership development, and advancement based on individual performance. The company describes its workplace culture as family-like and emphasizes equal opportunity and diversity.
Requirements
- Proven work experience in sales or a similar customer-facing role.
- Ability to manage the full training cycle, including in-person activities and web-based learning.
- Hands-on experience with e-learning platforms.
- Strong organizational, communication, and presentation skills.
- A Health & Life general lines license, or willingness to obtain one within 90 days of the job offer.
- A bachelor's degree or at least four years of professional post-high-school work experience. Candidates within six months or less of completing a degree may be considered, as may candidates with less than four years of professional experience who have relevant or specialized outside sales experience.
- Valid driver's license.
- Ability to pass a background check.
Nice To Haves
- Experience in an outside sales position.
- Door-to-door sales or business-to-business sales experience.
Responsibilities
- Plan a weekly work schedule and set working hours to align with the operating hours of businesses in the assigned territory.
- Conduct in-person business-to-business cold calls to business owners and key decision-makers.
- Use the Custom Salesforce CRM while prospecting and managing sales activity.
- Build rapport with prospective clients and deliver product presentations.
- Close sales during initial meetings or schedule follow-up appointments to complete sales.
- Respond promptly to client calls, texts, and emails, address inquiries, and provide guidance through the claims process.
- Proactively check in with clients and identify additional insurance coverage that fits their needs.
Benefits
- Comprehensive training, including virtual classroom and hands-on sales training in the assigned territory.
- Weekly draw pay and commissions that typically pay out within a week.
- Bonus eligibility starting on day one.
- Quarterly and annual incentive trips.
- Cash bonuses and stock share bonuses.
- Lifetime-vested renewal commissions.
- Advancement and promotions based on individual performance.
- Ongoing professional development, advanced sales training, and leadership training.
- Increased schedule flexibility once an established book of business is built.
- Licensing reimbursement for state fees.
