B2B Sales Representative & Trainer

Rise Financial Group; Montrose (CO); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Weekly draw + commissions

Incentive programs (quarterly/annual)

CRM & training provided

Licensing reimbursement

Stock options

Job summary

R.I.S.E. Financial seeks a B2B Sales Representative & Trainer to drive direct business to business sales and to lead the training of new and existing sales professionals. The role rewards performance with weekly draw pay, commissions, and incentive programs.

The ideal candidate excels in sales, coaching, and delivering exceptional client service, while traveling within the assigned region and maintaining a strong growth mindset.

Qualifications

• Proven experience in sales, ideally in insurance/financial services, with a track record of meeting or exceeding goals.
• Experience training, coaching, or mentoring sales teams to success is preferred.
• Strong communication, presentation, and interpersonal skills that inspire trust and action.
• Service-focused mindset with the ability to deliver value while achieving sales targets.
• Competitive, growth-oriented attitude capable of thriving in a high-performance environment.

Responsibilities

• Drive direct B2B sales by connecting with prospective clients and closing new business.
• Lead and train new and existing sales reps to perform at their best and contribute to training programs.
• Collaborate with senior management to align individual, team, and company goals and report progress.

Skills

Sales experience

Training / coaching

Communication skills

Interpersonal skills

Time management

Tools

CRM

Job description

B2B Sales Representative & Trainer

About Us:

At R.I.S.E. Financial, we are driven by integrity, service, and an unwavering commitment to relentless growth. We believe in empowering individuals and families through supplemental insurance while focusing on providing outstanding service. Our team works together toward achieving common goals, continually raising the bar for success. If you are a competitive, results-driven individual who thrives on helping others and pushing yourself to grow, we want you to join our winning team!

Position Overview:

As a B2B Sales Representative & Trainer at R.I.S.E. Financial, you will play a dual role: driving new business through direct sales and taking charge of training and developing new team members. This is an opportunity to be part of an organization that values integrity, provides exceptional service to clients, and fosters an environment of relentless growth for everyone involved. If you're ready to help your team reach new heights and achieve exceptional results, this is the role for you!

Key Responsibilities:

• Drive Direct Business to Business Sales:

  • Actively seek out and close new business by connecting with prospective clients, building trust, and offering solutions through our supplemental insurance products.
  • Conduct in-depth meetings to educate customers on the benefits of supplemental insurance, answering questions and providing a tailored experience to meet their needs.
  • Meet or exceed monthly and quarterly sales targets, demonstrating a results-driven mentality that inspires others.
  • Maintain a strong pipeline of leads, ensuring prompt follow-up and customer service at all stages of the sales process.

• Lead & Develop a High-Performing Team:

  • Lead by example in both sales and service, coaching and training new and existing sales representatives to perform at their highest potential.
  • Master existing training programs while contributing to the development and execution of new ones, ensuring the sales team is equipped with the knowledge, skills, and strategies needed to close deals and exceed their goals.
  • Focus on personal and team growth through ongoing feedback, motivation, and the establishment of clear objectives for success.
  • Monitor team performance, provide constructive feedback, and challenge the team to reach and exceed their goals with integrity and focus.

• Collaborate for Growth:

  • Work closely with senior management to align individual, team, and company goals, fostering collaboration and driving overall business growth.
  • Contribute to the development and execution of strategies that help the company grow while maintaining a strong commitment to service.
  • Provide regular progress reports on sales, team development, and training effectiveness.

Qualifications:

• Proven experience in sales, ideally within the insurance or financial services industry, with a track record of exceeding sales goals.
• Experience training, coaching, or mentoring sales teams to success, preferred.
• Strong communication, presentation, and interpersonal skills that inspire trust and motivate action.
• A service-focused mindset with the ability to deliver exceptional value to customers while achieving sales targets.
• A competitive, growth-oriented attitude with the ability to thrive in a high-performance environment.
• Ability to manage time effectively, multitask, and stay organized while driving results.

Additional Requirements:

• Valid Driver's License & Reliable Transportation: Must have a valid driver’s license and reliable transportation for client visits and travel within your assigned region.
• Travel Flexibility: Must be open to traveling within the region as needed to meet with clients and support the sales team.
• Technology Access: Access to a working cell phone, iPad, and data plan for client communication, sales management, and seamless daily operations.
• Health Insurance License: Must be willing to obtain a state health insurance license (required to join the team, but not necessary to apply).

Why R.I.S.E. Financial:

• Relentless Growth: At R.I.S.E. Financial, we focus on growth - both individual and team growth. You'll have the tools and support you need to achieve your career goals while helping your team succeed.
• Integrity and Service: We’re committed to doing right by our clients, and we expect the same from our team members. Join us if you want to be part of a company that values integrity and exceptional service.
• Competitive Compensation:
  • Weekly base draw pay option with commission and bonuses from day one.
  • Access to quarterly and annual incentives such as trips, cash bonuses, and stock options.
  • Short sales cycle, typically less than 3 business days.
  • CRM and training provided to help you succeed.
  • Licensing reimbursement (state fees).
• Professional Development: We invest in your career and provide ongoing training to help you succeed and advance.

Job Type: Full-time

Pay: $80,000 - $110,000 per year

Schedule:

• Monday to Friday
• Weekends as needed
  Work Location: Business-to-business, in-person