Sales Consultant

$65,000 - $110,000/Yr

Summit Business Group - Waxahachie, TX

Full-time - Entry Level

Waxahachie, TX

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 strong relationships with clients, understanding their needs, and delivering tailored insurance products. The position requires a proactive approach to sales, including cold calling and in-person visits, while also providing ongoing support to clients throughout the insurance 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 relationships through effective communication and ongoing support.
• 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 sales metrics and activity daily.

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.

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
• Increased schedule flexibility after establishing a book of business