Sales Account Representative

Job Description

Job Description

Join the Anchora Financial Team

Build Skills. Earn Results. Lead by Example.

At Anchora Financial, we’re committed to protecting our clients from life's unexpected moments and helping our agents build careers they’re proud of. As we grow into new markets, we’re looking for motivated individuals who want control over their income, a healthy work-life balance, and opportunities to develop.

Our ideal candidate takes ownership of their work, follows through on commitments, and enjoys working toward clear goals. You should be comfortable meeting new people, handling challenges, and staying focused without constant supervision.

As a new Sales Account Representative with Anchora Financial, you’ll begin with our comprehensive training program — a blend of online learning, field mentorship, and hands-on experience in your local territory. You’ll work side-by-side with a dedicated field trainer who will guide you through everything from foundational sales strategies to advanced client relationship skills.

No prior sales experience? That’s okay — we’ll train the right person who brings the right attitude and drive to succeed.

You’ll be responsible for managing your own local territory, meeting with owners of small to midsize businesses to introduce them to our supplemental insurance programs. You’ll host group presentations, meet with employees one-on-one, and become a trusted advisor within your community.

• Develop relationships with local businesses and professionals through in-person visits, networking, and referrals.

• Use our custom Salesforce CRM to manage leads, track activity, and build your client portfolio.

• Schedule and conduct meetings with new and existing clients to understand their insurance needs.

• Maintain consistent communication with your team and sales manager through scheduled calls and meetings.

• Follow up on referral leads, service existing accounts, and continually grow your book of business.

• Set and achieve personal sales goals with the guidance of your manager.

• Maintain an organized weekly schedule and submit activity reports at the end of each workday.

• Strong interpersonal and communication skills — you genuinely enjoy connecting with people.

• A positive attitude, clear personal goals, and a drive to exceed expectations.

• Resilient, coachable, and resourceful — able to think quickly and adapt in any situation.

• Self-motivated with excellent time management skills and a passion for personal growth.

• Background in competitive sports, coaching, or leadership roles is a strong plus — many of our top performers share this experience!

• Must pass a standard pre-employment background check.

• Valid driver’s license and reliable transportation.

• Active Health & Life Insurance Producer license (or willingness to obtain — we provide study materials and reimburse state licensing fees).

• Bachelor’s degree or at least 4 years of post-high-school work experience.

• Candidates nearing degree completion or with athletic/sales experience will also be considered.

• Comprehensive classroom and field training program designed for long-term success.

• Weekly draw + uncapped commissions, plus monthly cash bonuses, quarterly stock share bonuses, vested renewal commissions, and paid incentive trips.

• Health, dental, and vision benefits available after 60 days.

• Performance-based promotions — your results determine your growth.

• Flexible scheduling based on results, not hours clocked.

• Ongoing professional development, advanced sales workshops, and leadership training.

• A supportive, high-energy culture built on camaraderie, friendly competition, and shared success.

Apply now to join the Anchora Financial team and start building your legacy today.