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Insurance Sales Representative

$65,000 - $110,000/Yr

Summit Business Group - Prairieville, LA

posted 2 months ago

Full-time - Entry Level
Prairieville, LA
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 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 tailored insurance products.

Responsibilities

  • Connect with business owners and key decision-makers to understand their needs.
  • Showcase and offer supplemental insurance solutions to clients.
  • 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.
  • Call on new businesses, referrals, and existing clients for servicing.
  • Develop relationships with local business owners in your territory.
  • 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
  • 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
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