Sales Consultant

$65,000 - $110,000/Yr

Summit Business Group - Bremerton, WA

Full-time - Entry Level

Bremerton, WA

Real Estate

About the position

The Direct Sales Representative at Summit Business Group is responsible for managing their own schedule and territory to provide supplemental insurance solutions to small and medium-sized businesses. This role emphasizes building genuine relationships with clients, understanding their needs, and presenting tailored insurance options. The representative will engage in both cold calling and in-person visits, utilizing Salesforce CRM to track interactions and maintain client relationships, particularly during the claims process.

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 effective communication and provide ongoing support to clients.
• 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 of degree completion will be considered.
• Candidates with less than 4 years of professional work experience who have relevant outside sales experience.

Benefits

• Leadership training provided
• License reimbursement
• Weekly 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