Insurance Sales Representative

$65,000 - $110,000/Yr

Summit Business Group - Lake Oswego, OR

Full-time - Entry Level

Lake Oswego, OR

Real Estate

About the position

As a Direct Insurance Sales Representative at Summit Business Group, you will manage your own schedule and drive your success by connecting with business owners and decision-makers to offer supplemental insurance solutions. This outside sales role emphasizes relationship-building, effective communication, and the ability to understand client needs, ensuring they feel valued and supported throughout the sales process and claims handling.

Responsibilities

• Manage your own schedule and drive your success in sales.
• Connect with business owners and key decision-makers to showcase insurance solutions.
• Engage potential clients through cold calls and in-person visits using Salesforce CRM.
• Close deals and become a trusted advisor for clients.
• Maintain strong relationships with clients through effective communication and support during the claims process.
• Respond to general emails and phone calls from clients.
• Set follow-up appointments with prospective and current clients to review their needs.
• Call on new businesses, referrals, and existing clients for servicing.
• Build and maintain your own book of business.
• Submit daily sales metrics and activity reports.

Requirements

• Proven experience in sales or customer-facing roles, especially in outside sales.
• Ability to conduct comprehensive training cycles, both in-person and online.
• Superior organizational, communication, and presentation skills.
• A passion for empowering clients and a strong sense of responsibility for their well-being.
• Health & Life general lines license, or the drive to obtain it within 90 days.

Nice-to-haves

• Bachelor's degree or a minimum of 4 years of professional work experience.
• Candidates within 6 months or less of degree completion will be considered.

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 after establishing a book of business