Lead Outside Sales Representative

Summit Insurance Group, Inc.

• $80K — $95K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Licensed in Health & Life general lines or willing to obtain (licensing reimbursement offered)
  • Bachelor's degree or 10+ years of relevant professional experience
  • Strong communication skills for interactions with customers and sales staff
  • Leadership skills with a mentoring or training background
  • Strategic planning experience with effective sales strategies
  • Inspirational attitude to motivate others
  • Mastery of product knowledge and customer service skills

Responsibilities

  • Conduct daily in-person sales calls to small and medium-sized businesses
  • Build and maintain strong professional relationships with customers
  • Schedule appointments with key decision makers for group presentations
  • Report daily sales statistics to the team leader
  • Submit weekly work schedule and sales goals
  • Attend business networking events to gather leads and referrals
  • Re-service existing client accounts systematically
  • Enter client information into CRM on a weekly basis

Benefits

  • Virtual classroom and hands-on sales training in your territory
  • Weekly draw pay plus bonuses and commission eligibility from the start
  • Quarterly and annual incentive trips along with cash bonuses and stock options
  • Promotions based on personal performance with a focus on career advancement
  • Ongoing professional development including advanced sales and leadership training
  • Increased flexibility in schedule after establishing a book of business
  • Work in a family-like culture with driven and caring colleagues
Full Job Description
Position: Lead Direct Outside Sales Representative

Number of Openings: 1

We are seeking a high achiever who can first and foremost distinguish themselves as a valuable member of our sales force. We are experiencing tremendous growth and ideally, candidates will embody a "leadership by example" mindset. Our top priority is finding someone who aligns with our mission: to help people grow and become a better version of themselves, and help them achieve their goals.

This role is a perfect fit for someone who is:
  • Results-driven, autonomous, and flexible
  • Accustomed to setting goals, creating plans, and carrying out the plan to reach the goal
  • Competitive, hard-working, and good at initiating action
  • Excels at motivating themselves as well as others
  • Thinks outside the box to work smarter, not harder
  • Great at reading and relating to people
  • Adaptable to a wide variety of situations and personalities
  • Typically, excels at whatever they set out to do

DUTIES & RESPONSIBILITIES:
  • Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business.
  • Build strong professional relationships and establish trust and rapport with customers.
  • Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting.
  • Report daily sales stats at the end of each day
  • Submit your work schedule and goals to team leader at the beginning of each week
  • Attend business networking events in your territory to accumulate new leads and referrals
  • Re-service your existing client accounts periodically and systematically
  • Enter business client information weekly into CRM

The Sales Team Lead dedicates part of their week to making sales, ensuring they meet their own sales goals and objectives. Simultaneously, they balance this responsibility with the important task of training and mentoring new sales agents on the team, helping them develop their skills and achieve their targets. Strong sales skills as well as some type of mentorship or leadership experience is a must for this role.

The Sales Team Lead is responsible for supporting the sales staff and increasing sales. Our ideal candidate has the following skills and qualifications:
  • Strong communication skills for interactions with customers and sales staff
  • Leadership skills
  • Strategic planning
  • Familiarity with effective sales strategies
  • Inspirational attitude and ability to create a motivating environment
  • Ability to train others effectively
  • Mastery of Product knowledge
  • Customer service skills

We Offer:
  • 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
  • Increased schedule flexibility once you have an established book of business
  • Work around other like-minded, driven, caring people in a culture that feels like a family

Additional Position Qualifications:

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 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion

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