Summit Business Group - Sherwood, OR

posted 3 days ago

Full-time - Entry Level
Sherwood, OR
Real Estate

About the position

The Entry Level Direct Sales Associate position at Summit Business Group is designed for individuals with at least 5 years of full-time work experience in any field. This role focuses on building relationships with small to medium-sized businesses, where the associate will engage directly with clients to promote and sell insurance solutions. The position emphasizes autonomy, initiative, and the ability to connect with clients to understand their needs and deliver tailored solutions. Successful candidates will thrive in a competitive environment and be motivated by personal and professional growth opportunities.

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

  • At least 5 years of previous full-time work experience in any profession.
  • Ability to connect with clients and understand their needs.
  • Strong communication and interpersonal skills.
  • Self-starter with a proactive approach to sales.

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.
  • Licensing reimbursement for state fees.
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