Position: Direct Insurance Sales Advisor
Number of Openings: 1 Territory Sales Position Available
About Us:
At Summit Business Group, we are not just another insurance agency; we are a dynamic force committed to delivering exceptional supplemental benefits plans to small and medium-sized businesses. If you are a natural leader who thrives on challenges and is eager to be part of a winning team, we invite you to join us as our Direct Insurance Sales Advisor.
The Role: As a Direct Insurance Sales Advisor, you will take charge of your schedule and drive your own success. You will connect with business owners and key decision-makers, understanding their needs and presenting insurance solutions that excel. Utilizing our advanced Salesforce CRM, you will engage potential clients through cold calls and in-person visits, with your mission being to close deals and establish yourself as a trusted advisor.
In this position, your assertiveness and confidence will help ensure clients feel valued and understood. You will maintain relationships through strong communication, addressing inquiries decisively and providing unwavering support, especially during the claims process.
What We’re Looking For:
- Proven experience in sales or customer-facing roles, particularly in outside sales.
- Ability to conduct training cycles effectively, both in-person and online.
- Exceptional organizational, communication, and presentation skills.
- A passion for empowering clients and a strong sense of responsibility for their well-being.
- Health & Life general lines license, or the drive to obtain it within 90 days (with our support).
Position Overview:
This outside sales position will give you the opportunity to work within your assigned sales territory. We will provide training to engage with small and medium-sized businesses across various industries, meeting face-to-face with business owners and decision-makers to offer top-tier supplemental insurance products and services.
Your responsibilities will include:
- Responding to general emails and phone calls from clients.
- Setting follow-up appointments with prospective and current clients to assess their needs.
- Being present on scheduled calls or meetings with your sales team or manager.
- Calling on new businesses, referrals, and existing clients: Selling Business to Business.
- Building and maintaining your own book of business.
- Meeting with your sales team manager to discuss and set monthly and quarterly sales goals.
- Developing strong relationships with local business owners in your territory.
- Setting your own working hours and submitting them weekly to your sales manager.
- Following up on provided sales leads and engaging in cold-calling efforts.
- Submitting daily sales metrics and activity reports.
We Offer:
- Virtual classroom training along with hands-on sales training in your territory.
- Weekly draw pay, along with eligibility for bonuses and commissions from the start.
- Opportunities for quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions.
- Advancement and promotions based on individual performance.
- Ongoing professional development, enhanced sales training, and leadership training.
- Increased schedule flexibility once you establish a book of business.
- A collaborative culture with like-minded, driven individuals who feel like family.
Additional Position Qualifications:
- Current Health & Life general lines license preferred (or willingness to obtain it with our support).
- Bachelor’s degree or a minimum of 4 years of professional (post-high school) work experience, with relevant outside sales experience considered.
Your New Journey: If you aim to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service will pave the way to a fulfilling career. We are excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and well-being. If you are ready to elevate your career within a nurturing environment, apply now and let’s create a difference together.