Direct Sales Representative

Executive Financial Partners LLC; Sarasota (FL); On-site; USD 22,000 - 100,000; Part time

Job summary

Executive Financial Partners LLC in Sarasota, FL is seeking a Direct Sales Representative to own a territory, meet with business owners and individuals, and present tailored supplemental insurance solutions that protect employees and families. You’ll educate clients and deliver engaging group presentations while building long-term relationships.

As a 1099 independent contractor, you’ll enjoy 100% commission-based earnings with uncapped potential, optional draws, and ongoing training and

Qualifications

• Must pass pre-employment background check.
• Valid driver's license and reliable transportation.
• Active Health & Life Insurance License or willingness to obtain.
• Bachelor's degree or 4+ years of professional experience.

Responsibilities

• Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.
• Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.
• Deliver engaging group presentations that clearly communicate the value and impact of our products.
• Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.
• Manage and grow your own book of business, becoming a trusted advisor in your territory.
• Use Salesforce CRM to generate leads, manage clients, and grow your network.

Skills

Self-motivated

Results-driven

Relationship-building

Sales experience

Education

Bachelor's degree

4+ years experience

Tools

Salesforce CRM

Job description

Company Overview:
At Executive Financial Partners, we provide supplemental health insurance solutions that help families, individuals, and small businesses prepare for life's unexpected challenges. Our team is built for driven professionals who take pride in their work, embrace challenges, and are committed to making a meaningful impact for their clients. We value discipline, results, and integrity, offering a career where your efforts directly shape your success.

Position Description:
As a Direct Sales Representative, you'll take ownership of your territory by building relationships with business owners and individuals, understanding their needs, and delivering tailored insurance solutions. You'll have access to comprehensive training, proven strategies, and ongoing support to help you excel.

This role is ideal for individuals who:

• Are self-motivated and results-oriented
• Thrive in a fast-paced, goal-driven environment
• Take pride in delivering value and building long-term client relationships

Your success will be measured by your performance and the difference you make for your clients. This is a career for someone ready to take control of their own results, grow professionally, and make a real impact in the communities they serve.

Core Responsibilities:

• Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.
• Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.
• Deliver engaging group presentations that clearly communicate the value and impact of our products.
• Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.
• Manage and grow your own book of business, becoming a trusted advisor in your territory.
• Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

• Ability to pass a pre-employment background check
• Valid driver's license and reliable transportation
• Active Health & Life Insurance License or willingness to obtain (study materials and state fees provided)
• Bachelor's degree or 4+ years of professional experience (Relevant sales, leadership, or athletic experience considered)

Compensation & Growth

• 1099 independent contractor role (self-employed, not a W-2 employee)
• 100% commission-based compensation with uncapped earnings
• Optional weekly draw available
• Monthly cash bonuses and quarterly stock bonuses
• Incentive trips and vested renewal commissions
• Performance-based promotions
• Schedule flexibility based on results—not hours
• Ongoing sales training and leadership development