Sales Consultant

$65,000 - $110,000/Yr

Summit Business Group - Magna, UT

Full-time - Mid Level

Magna, UT

Real Estate

About the position

The Direct Sales Representative at Summit Business Group is responsible for managing their own sales territory, focusing on building relationships with small and medium-sized businesses to offer supplemental insurance products. This role emphasizes autonomy, effective communication, and a genuine desire to assist clients, ensuring they receive tailored insurance solutions that meet their needs. The position involves both cold calling and in-person visits, with a strong focus on becoming a trusted advisor to clients.

Responsibilities

• Forge lasting relationships with business owners and key stakeholders.
• Understand client needs and present tailored insurance solutions.
• Engage directly with potential clients through cold calls and in-person visits.
• Maintain relationships through effective communication and ongoing 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, preferably in outside sales.
• Ability to conduct full training cycles, including in-person and online sessions.
• Excellent organizational, communication, and presentation skills.
• A deep desire to assist and empower clients, showing genuine concern for their well-being.
• Health & Life general lines license, or willingness 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 outside sales experience.

Benefits

• Virtual classroom training and hands-on sales training.
• Weekly 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 leadership training.
• Increased schedule flexibility after establishing a book of business.