Summit Business Group - West Linn, OR

posted 20 days ago

Full-time - Entry Level
West Linn, OR
Real Estate

About the position

The Sales Representative and Field Trainer position at Summit Insurance is designed for current or former athletes with a competitive mindset who are eager to grow their own business while mentoring others. This role emphasizes building relationships in the field, mastering the sales process, and contributing to a vibrant team culture. The position offers opportunities for personal and professional growth, with a focus on achieving sales goals and supporting new sales agents.

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 group presentations or enrollment-style settings.
  • Report daily sales stats at the end of each day.
  • Submit work schedule and goals to team leader at the beginning of each week.
  • 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.
  • Dedicate part of the week to making sales while 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.
  • Customer service skills.

Nice-to-haves

  • Already licensed in Health & Life general lines or willing to obtain the license (licensing reimbursement offered).
  • Bachelor's degree or a minimum of 10 years of professional work 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 advanced sales training.
  • Increased schedule flexibility after establishing a book of business.
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