Summit Business Group - Forest Grove, OR
posted 3 days ago
Full-time - Entry Level
Forest Grove, OR
Real Estate
About the position
As an Entry Level Direct Sales Associate at Summit, you will be responsible for establishing connections with business owners and key decision-makers within small to medium-sized businesses. This role is designed for individuals transitioning from retail or the military, focusing on building rapport, understanding client needs, and providing tailored insurance solutions. You will independently navigate your sales territory, engage directly with clients, and ensure ongoing client commitment and satisfaction through follow-ups and relationship management.
Responsibilities
- Make daily in-person sales calls to small and medium-sized businesses in your territory.
- Build strong professional relationships and establish trust and rapport with customers.
- Connect with key decision makers at these businesses and schedule appointments to present supplemental benefits programs.
- Report daily sales stats at the end of each day.
- Submit your work schedule and goals to the team leader at the beginning of each week.
- Attend business networking events in your territory to accumulate new leads and referrals.
- Re-service existing client accounts periodically and systematically.
- Enter business client information weekly into CRM.
Requirements
- Background in retail or military experience.
- Strong communication and interpersonal skills.
- Ability to build rapport and trust with clients.
- Self-motivated and able to work independently.
- Proven track record of excellence and dependability.
Nice-to-haves
- Experience in sales or customer service roles.
- Familiarity with CRM software.
Benefits
- Competitive weekly draw pay with commission and bonuses.
- Access to quarterly and annual incentives such as trips, cash bonuses, and stock options.
- Short sales cycle, typically less than 3 business days.
- CRM and classroom and field training.
- Licensing reimbursement for state fees.
