Insurance Agency Sales Professional

Direct Insurance Sales Representative
At Summit Business Group, we're not just another insurance agency. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct Insurance Sales Representative.
The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out.
In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process.
Proven experience in sales or customer-facing roles, especially in outside sales.
Ability to conduct comprehensive training cycles, both in-person and online.
Position Overview: This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. Respond to general emails and phone calls from clients
Be present on scheduled calls or meetings with your sales team or manager
Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas
Develop relationships with local business owners in your territory
Set your own scheduled working hours and submit them to your sales manager each week
Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients
Submit your sales metrics and activity daily
Virtual classroom training as well as hands-on sales training in your own territory
Weekly draw pay with bonuses and commission eligibility upon start
Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions
Advancement and promotions based on personal performance
Excellent ongoing professional development, advanced sales training, and leadership training
Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)
Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.
We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members.