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Summit Business Group - Puyallup, WA

posted 2 months ago

Full-time - Entry Level
Puyallup, WA
Real Estate

About the position

The Sales Representative and Field Trainer position at Summit Insurance is designed for individuals with a competitive mindset, particularly those with a background in athletics. This role involves not only selling supplemental insurance products but also mentoring and training new sales agents. The position emphasizes building relationships with clients, achieving sales goals, and contributing to a supportive team environment. The ideal candidate is a natural leader who thrives in dynamic settings and is passionate about personal and team success.

Responsibilities

  • Make daily in-person sales calls to small and medium-sized businesses in your territory.
  • Build strong professional relationships and establish trust and rapport with customers.
  • Connect with key decision makers at businesses and schedule appointments for presentations.
  • Report daily sales stats at the end of each day.
  • Submit work schedule and goals to team leader weekly.
  • Attend business networking events to accumulate new leads and referrals.
  • Re-service existing client accounts periodically and systematically.
  • Enter business client information weekly into CRM.
  • Balance sales responsibilities with training and mentoring new sales agents.

Requirements

  • Strong communication skills for interactions with customers and sales staff.
  • Leadership skills and experience in mentorship.
  • Strategic planning abilities.
  • Familiarity with effective sales strategies.
  • Inspirational attitude and ability to create a motivating environment.
  • Ability to train others effectively.
  • Mastery of product knowledge and customer service skills.
  • Already licensed in Health & Life general lines or willing to obtain a license.

Nice-to-haves

  • Bachelor's degree or a minimum of 10 years of professional work experience.
  • Experience working with high schoolers.

Benefits

  • Leadership training provided.
  • License reimbursement.
  • Opportunities for advancement.
  • Weekly pay with bonuses and commission eligibility.
  • Quarterly and annual incentive trips, cash bonuses, and stock share bonuses.
  • Excellent ongoing professional development and advanced sales training.
  • Increased schedule flexibility after establishing a book of business.
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