Benefit Specialist - B2B Sales
Purpose Driven Financial
Job Description
Job Description
Our Agency is looking to recruit and train additional B2B Sales Professionals due to significant growth. There are open positions for B2B Sales Professionals, as well as opportunities for the right candidate to fast-track into a sales leadership role. Experience is not required , as we have the training, coaching, and processes that grow outstanding agents!
Purpose Driven Financial represents Family Heritage and offers their supplemental benefit programs to both small businesses and their employees, as well as to individuals and families. The highlight of these policies is a built-in Return of Premium benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy .
As an outside sales and business-to-business sales professional, you will be able to enjoy the personal interaction and flexibility that most people are looking for right now.
THIS IS IS A CAREER, NOT JUST A JOB
Make a difference – As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart Attack or Stroke, an Accident, an Injury, or even a stay in the ICU.
Realizing potential – Performance-based career advancements are a part of our culture. Your career growth is based on hard work and results, rather than corporate politics or limited promotion opportunities.
Control of your schedule – You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business.
Expectations & Responsibilities:
- Being open to coaching and mentoring within our structured and on-going training program
- Daily in-person sales calls using a mobile database of prospects
- Follow proprietary sales system for prospecting and presentations
- Make sales presentations to groups as well as individuals
- Clearly and effectively explain the details and benefits of plans to clients
- Maintain current client relationships and execute re-service strategies
Candidate requirements:
- Character that aligns with our organization's core values: Growth, Grit, Gratitude, and Ownership
- Previous experience in sales or related field welcomed but not necessary
- The ability and discipline to work independently with little oversight, while being able to integrate into a team of high performing sales professionals
- A genuine compassion for helping others – Always doing what is right for the customer
Our compensation package includes:
- First month minimums, bonuses, and accelerated commissions to help agents get off to a quick start
- Uncapped commissions
- Lifetime vested renewal commissions
- Ownership stake through stock bonuses (immediately vested)
- Cash and travel incentives
The mission of Purpose Driven Financial is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs.
We strive to find and acquire those who see the world through an abundant lens and won’t settle for “just good enough.”
We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from.
We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
Company Description
The mission of Purpose Driven Financial is focused on growing with highly motivated individuals who aspire to build wealth while helping others protect theirs.\r\n\r\nWe strive to find and acquire those who see the world through an abundant lens and won’t settle for “just good enough.”\r\n\r\nWe are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from.\r\n\r\nWe specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
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