Direct Outside Sales Leader

$80,000 - $130,000/Yr

Summit Business Group - Winchester, KY

Full-time - Senior

Winchester, KY

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 in the field.
• Train and mentor new team members within the first 90 days.
• Build and manage a client portfolio.
• Develop strong 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 the sales team or manager.
• Prospect new businesses, referrals, and existing clients.
• Build and maintain a robust book of business through proactive relationship development.
• Collaborate with the sales team manager to achieve sales targets and quotas.
• Cultivate meaningful relationships with local business owners.
• Balance cold lead generation with warm leads and appointments.
• Submit daily sales metrics and activity reports.

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.
• Health & Life general lines license, or 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 of degree completion will be considered.
• Candidates with less than 10 years of professional work experience who have relevant outside sales experience.

Benefits

• License reimbursement
• Leadership training provided
• 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
• Increased schedule flexibility after establishing a book of business