Lead Outside Sales Representative

Summit Business Group•Leavenworth, KS

About The Position

Summit Insurance is seeking an energetic, people-oriented Trainer - Sales and Leadership Representative to support and develop its sales team while maintaining personal sales performance. The representative makes in-person business-to-business sales calls to small and medium-sized businesses, builds professional relationships with customers and key decision makers, and schedules presentations about supplemental benefits programs for employees. The role also includes mentoring and training new sales agents, supporting sales staff, and helping increase sales. The representative manages sales activity and client accounts in an assigned territory, reports daily sales statistics, submits weekly schedules and goals to a team leader, attends networking events to generate leads and referrals, and enters business client information into the CRM. Summit offers virtual and hands-on training, ongoing professional and leadership development, and advancement based on personal performance.

Requirements

  • Strong sales skills.
  • Some type of mentorship or leadership experience.
  • Strong communication skills for interacting with customers and sales staff.
  • Leadership skills.
  • Strategic planning ability.
  • Familiarity with effective sales strategies.
  • Ability to train others effectively.
  • Mastery of product knowledge.
  • Customer service skills.
  • Already licensed in Health & Life general lines, or willing and able to obtain a Health & Life producer license.
  • Bachelor's degree or at least 10 years of professional post-high-school work experience. Candidates within six months or less of completing a degree are also considered.

Responsibilities

  • Make daily in-person business-to-business sales calls to small and medium-sized businesses in the assigned territory.
  • Build professional relationships with customers and establish trust and rapport.
  • Connect with business decision makers and schedule appointments to present supplemental benefits programs to employees in group presentation or enrollment-style settings.
  • Report daily sales statistics at the end of each day.
  • Submit a work schedule and goals to the team leader at the beginning of each week.
  • Attend business networking events in the territory to generate leads and referrals.
  • Periodically and systematically re-service existing client accounts.
  • Enter business client information into the CRM weekly.
  • Meet personal sales goals and objectives.
  • Train and mentor new sales agents, helping them develop their skills and achieve their targets.
  • Support sales staff and contribute to increasing sales.

Benefits

  • Licensing reimbursement.
  • Virtual classroom training and hands-on sales training in the employee's territory.
  • Weekly draw pay, with bonuses and commission eligibility upon starting.
  • Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions.
  • Advancement and promotions based on personal performance.
  • Ongoing professional development, advanced sales training, and leadership training.
  • Increased schedule flexibility once an established book of business is developed.
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