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 position focuses on establishing relationships with business owners and key decision-makers in an assigned territory through in-person business-to-business cold calls. The representative spends most of the workday in the field, uses the company’s Custom Salesforce CRM, presents products, and seeks to close sales at initial meetings or schedule follow-up appointments. The representative also maintains client relationships by responding to calls, texts, and emails, answering questions, and guiding clients through the claims process. They proactively check in with clients and identify additional insurance coverage suited to their needs. The role allows representatives to plan their own schedules, with working hours aligned to when businesses in their territory are open. Summit provides training and opportunities for advancement based on individual performance.
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.
- Health and Life general lines license, or willingness to obtain it within 90 days of the job offer.
- 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 experience may be considered if they 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
- Conduct in-person business-to-business cold calls to small and medium-sized businesses in the assigned sales territory.
- Build rapport with business owners and other key decision-makers.
- Use the Custom Salesforce CRM while prospecting and managing sales activity.
- Deliver product presentations and close sales during initial meetings or schedule follow-up appointments.
- Respond promptly to client calls, texts, and emails; address inquiries and provide guidance through the claims process.
- Proactively check in with clients and identify opportunities to provide additional insurance coverage aligned with their needs.
- Participate in virtual classroom, hands-on territory sales, e-learning, and ongoing sales and leadership training.
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 of a short sales cycle.
- Bonus eligibility starting on day one.
- Quarterly and annual incentive trips.
- Cash bonuses.
- 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 after establishing a book of business.
- Licensing reimbursement for state fees.
