Lead Sales Representative

Executive Financial Partners LLC; Lutz (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

Executive Financial Partners in Florida seeks a Lead Sales Representative to close deals while mentoring a team in a fast-paced, results-driven environment. You will lead by example and build relationships with business owners and decision-makers in your territory.

You will balance closing your own sales with guiding others, receiving hands-on training and mentorship to make a lasting impact on the team and organization.

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.
• Bachelor’s degree or 4+ years of professional experience.

Responsibilities

• Meet with business owners and decision-makers to present tailored supplemental insurance solutions.
• Conduct one-on-one consultations with employees to ensure understanding of coverage options.
• Deliver engaging group presentations to communicate value and impact of products.
• Build long-term relationships with clients through service, follow-up, and reviews.
• Manage and grow your own book of business as a trusted advisor in your territory.
• Use Salesforce CRM to generate leads, manage clients, and grow your network.

Skills

Sales

Leadership

Mentoring

Relationship building

Public speaking

CRM proficiency

Education

Bachelor’s degree or 4+ years of professional experience

Tools

Salesforce CRM

Job description

Company Overview:

At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performers—people who take ownership, embrace challenges, and deliver measurable results. We're looking for a Lead Sales Representative who thrives in a fast-paced, results‑driven environment, someone who can lead by example while building meaningful relationships with business owners and decision‑makers in their territory.

Position Description:

In this role, you'll balance closing your own sales while mentoring and guiding your team to achieve—and exceed—their goals. We want experienced, driven professionals with a proven track record of success. You'll receive hands‑on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization.

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