Direct Outside Sales Leader

$80,000 - $130,000/Yr

Summit Business Group - Beaufort, SC

Full-time - Mid Level

Beaufort, SC

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 strong commitment to client well-being. The role offers flexibility in scheduling and the opportunity to mentor new team members while managing a personal client portfolio.

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 within the first 90 days.
• Build and manage a client portfolio by developing strong relationships with business owners.
• Engage potential clients through cold calls and in-person meetings using Salesforce CRM.
• 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 for continued service.
• Build and maintain a robust book of business through proactive relationship development.
• Collaborate with the sales team manager to establish and achieve sales targets and quotas.
• Cultivate meaningful relationships with local business owners within the 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, stock share bonuses, and lifetime-vested renewal commissions
• Excellent ongoing professional development, advanced sales training, and leadership training
• Increased schedule flexibility once you have an established book of business