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Sales Consultant
Summit Business Group - Magna, UT
posted 2 months ago
About the position
The Direct Sales Representative at Summit Business Group is responsible for managing their own schedule and territory, focusing on building relationships with small and medium-sized businesses to offer supplemental insurance solutions. This role emphasizes autonomy, client engagement, and the ability to provide tailored insurance products that genuinely improve clients' lives. The position requires a proactive approach to sales, including cold calling and in-person visits, while maintaining ongoing support for clients throughout the sales 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.
- Build and maintain your own book of business.
- 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, both in-person and online.
- 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
