Insurance Sales Representative

Yoursummitinsurance; Selma (AL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Weekly draw pay with bonuses

Commission eligibility

Incentives & trips

Professional development & leadership

Flexible schedule after book maturity

Supportive team culture

Job summary

Summit Business Group is looking for a Direct Insurance Sales Representative to drive growth in Alabama. You will engage business owners, assess needs, and present superior insurance solutions while managing your own schedule and book of business.

Role emphasizes field activity, including cold calls and in-person visits, with a focus on closing deals and becoming a trusted advisor during claims. A Health & Life license is preferred or obtainable within 90 days with company support.

Qualifications

• Proven success in sales or customer-facing roles, outside sales preferred.
• Ability to run training sessions both in-person and online.
• Strong organizational, communication, and presentation skills.
• Drive to empower clients and take ownership of their well-being.
• Health & Life license required or licensed within 90 days with company support.

Responsibilities

• Respond to client emails and phone inquiries.
• Set follow-up appointments to review client needs.
• Attend scheduled calls or meetings with the sales team or manager.
• Prospect new businesses, referrals, and existing clients for reservice: B2B selling.
• Build and manage your own book of business within the territory.
• Review monthly and quarterly targets with the sales manager.
• Develop relationships with local business owners in your territory.
• Submit your working hours to your sales manager weekly.
• Follow up on leads and balance cold calling with warm prospects.
• Submit your sales metrics and activity daily.

Skills

Outside sales

Sales training

Presentation skills

Communication

Leadership

Salesforce

Education

Bachelor's degree or 4+ years experience

Health & Life license or pursuing

Tools

Salesforce CRM

Job description

Position: Direct Insurance Sales Representative

Number of Openings: 1 Territory Sales Position Available

About Us:

At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct InsuranceSales Representative.

The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out.

In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process.

What We're Looking For:

• Proven experience in sales or customer-facing roles, especially in outside sales.
• Ability to conduct comprehensive training cycles, both in-person and online.
• Superior organizational, communication, and presentation skills.
• A passion for empowering clients and a strong sense of responsibility for their well-being.
• Health & Life general lines license, or the drive to obtain it within 90 days (with our support).

Position Overview:

• Respond to general emails and phone calls from clients
• Set follow-up appointments with prospective and current clients to review their needs
• Be present on scheduled calls or meetings with your sales team or manager
• Call on new businesses, referrals, and existing clients who need to be reserviced: Selling Business to Business
• Build and maintain your own book of business
• Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas
• Develop relationships with local business owners in your territory
• Set your own scheduled working hours and submit them to your sales manager each week
• Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients
• Submit your sales metrics and activity daily

We Offer:

• Virtual classroom training as well as hands-on sales training in your own territory
• Weekly draw pay with bonuses and commission eligibility upon start
• Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions
• Advancement and promotions based on personal performance
• Excellent ongoing professional development, advanced sales training, and leadership training
• Increased schedule flexibility once you have an established book of business
• Work around other like-minded, driven, caring people in a culture that feels like a family

Additional Position Qualifications:

• Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)
• Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

Your New Journey:

If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members.