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Insurance Sales Representative
Summit Business Group - Lake Jackson, TX
posted about 2 months ago
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 involves engaging potential clients through cold calls and in-person visits, maintaining strong client relationships, and providing support during the claims process. You will be trained to work with small and medium-sized businesses across various industries, showcasing your ability to understand their needs and deliver superior insurance products.
Responsibilities
- Connect with business owners and key decision-makers to showcase insurance solutions.
- Manage your own schedule and drive your sales success.
- Engage potential clients through cold calls and in-person visits using Salesforce CRM.
- Close deals and become a trusted advisor for clients.
- Maintain strong client relationships through effective communication and support during the claims process.
- Respond to emails and phone calls from clients and set follow-up appointments.
- Conduct product presentations for employee groups of 50-100+ people.
- Develop relationships with local business owners in your territory.
- Submit daily sales metrics and activity reports.
- Follow up on provided sales leads and cold-call businesses.
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.
- Candidates with less than 4 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 and stock share bonuses
- Lifetime-vested renewal commissions
- Advancement and promotions based on personal performance
- Excellent ongoing professional development and advanced sales training
- Increased schedule flexibility after establishing a book of business
