Direct Outside Sales Leader

$80,000 - $130,000/Yr

Summit Business Group - Katy, TX

Full-time - Mid Level

Katy, TX

Real Estate

About the position

The Direct Outside Sales Leader at Summit Business Group is a leadership role focused on guiding a sales team while developing strong relationships with small and medium-sized businesses. This position emphasizes the importance of providing tailored insurance solutions and exceptional customer service, with a goal of becoming a trusted advisor to clients. The role offers flexibility in scheduling and the opportunity for career advancement through effective training and mentorship.

Responsibilities

• Inspire and guide a sales team while advancing your career.
• Implement proven sales strategies and ensure seamless execution in the field.
• Train and mentor new team members while managing your own client portfolio.
• Develop strong, lasting relationships with business owners and clients.
• Present tailored insurance solutions to enhance client operations.
• Engage potential clients through cold calls and in-person meetings.
• Provide ongoing support and guidance during the claims process.
• Respond promptly to client emails and phone calls.
• Schedule follow-up appointments with prospective and current clients.
• Participate in scheduled calls or meetings with your sales team or manager.
• Prospect new businesses, referrals, and existing clients for continued service.
• Build and maintain a robust book of business through proactive relationship development.
• Collaborate with your sales team manager to establish and achieve sales targets and quotas.
• Cultivate meaningful relationships with local business owners within your territory.
• Balance cold lead generation with warm leads and appointments with existing clients.
• Submit daily sales metrics and activity reports to track progress and performance.

Requirements

• A minimum of 10 years of sales experience, ideally in customer-facing or outside sales roles.
• Proven ability to conduct effective training sessions, both in-person and online.
• Excellent organizational, communication, and presentation skills.
• A genuine passion for helping and empowering clients, with a strong commitment to their well-being.
• Health & Life general lines license, or a willingness to obtain one within 90 days.

Nice-to-haves

• Bachelor's degree or a minimum of 10 years of professional work experience.
• Candidates within 6 months or less of degree completion will be considered.
• Candidates with less than 10 years of professional work experience who have relevant or specialized outside sales experience.

Benefits

• Leadership training provided
• License reimbursement
• Virtual classroom training and hands-on sales training
• Weekly draw pay with bonuses and commission eligibility
• Quarterly and annual incentive trips
• Cash bonuses and stock share bonuses
• Lifetime-vested renewal commissions
• Excellent ongoing professional development and advanced sales training
• Increased schedule flexibility once established book of business