Sales Consultant

Summit Business Group; Guthrie (OK); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Virtual training

Weekly pay

Bonuses & commission

Job summary

Summit Business Group in Guthrie, OK is seeking a Direct Sales Representative to build relationships with local business owners and deliver tailored insurance solutions. You will manage your own schedule, travel to client sites, and drive new business through outbound outreach and referrals.

You will use Salesforce CRM to track leads, close sales, and provide ongoing support, including during claims. This role rewards performance with commissions and weekly pay.

Qualifications

• Sales experience in a client-facing role is required.
• Ability to conduct training sessions in-person and online.
• Strong communication and presentation skills.
• Organizational skills and the ability to manage multiple clients.

Responsibilities

• Respond to client inquiries and schedule appointments.
• Build and maintain a book of business.
• Meet monthly and quarterly sales targets.
• Develop relationships with local business owners.
• Visit clients in person and via cold calls.
• Submit daily sales metrics and activity.

Skills

Sales experience

Customer-facing

Communication skills

Presentation skills

Organizational skills

Education

Bachelor's degree or equivalent experience

Tools

Salesforce CRM

Job description

Join Our Compassionate Team at Summit Business Group

Position: Direct Sales Representative

Number of Openings: 1 Territory Sales Position Available

About Us

At Summit Business Group, we're more than just an insurance agency. We're a growing family dedicated to offering superior supplemental benefits plans to small and medium-sized businesses and their employees. We prioritize building genuine connections and providing empathetic support to everyone we serve. If you thrive in roles where your efforts help improve the lives of others, we're looking for someone like you to fill our Direct Sales Representative role.

The Role

As a Direct Sales Representative, you will enjoy the autonomy to manage your own schedule, working hours that coincide with the business hours of the clients you serve. Your main task will be forging lasting relationships with business owners and key stakeholders, understanding their needs, and presenting tailored insurance solutions that make a real difference in their lives.

Out in the field, you'll engage directly with potential clients through cold calls and in-person visits using our state-of-the-art Salesforce CRM. Your goal will be not only to close sales but to become a trusted advisor to your clients, ensuring they feel valued and understood. You'll maintain these relationships through effective communication, handling inquiries with care, and providing ongoing support, especially during the claims process.

What We're Looking For

• Proven experience in sales or customer-facing roles, with a preference for those experienced in outside sales.
• Ability to conduct full training cycles, including both in-person and online sessions.
• Excellent organizational, communication, and presentation skills.
• A deep desire to assist and empower clients, showing genuine concern for their well-being.
• Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit).

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 pay with bonuses and commission eligibility upon start

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

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.