Sales Leader

Summit Business Group; Bend (OR); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Virtual classroom training

Hands-on sales training in territory

Draw pay with commissions

Incentive trips and bonuses

Leadership and professional dev

Flexible schedule

Supportive team culture

Job summary

Summit Business Group is seeking a Direct Sales Leader to guide and mentor a field sales team, leveraging your extensive outside sales background to implement our proven process. You will guide new team members while building your own book of business in a hybrid role.

You will manage your schedule in the field, focusing on relationships with business owners and stakeholders while presenting customized insurance solutions.

Qualifications

• Minimum of 10 years of sales experience, preferably in customer-facing or outside sales roles.
• Ability to conduct comprehensive training cycles, both in-person and online.
• Exceptional organizational, communication, and presentation skills.
• License in Health & Life general lines, or willingness to obtain it within 90 days (licensing reimbursement offered).
• Bachelor's degree or a minimum of 10 years of professional experience in outside sales.

Responsibilities

• Respond to client emails and phone calls promptly.
• Schedule follow‑up appointments with prospective and current clients.
• Participate in calls or meetings with the sales team or manager.
• Prospect new businesses, referrals, and existing clients for continued service.
• Build and maintain a robust book of business through proactive relationship development.
• Collaborate with the sales manager to hit monthly and quarterly targets.
• Cultivate relationships with local business owners within the territory.

Skills

Leadership

Outside sales

Training

Relationship building

CRM Salesforce

Education

Bachelor's degree

Tools

Salesforce

MS Office

Job description

Join Our Dynamic Team at Summit Business Group

Position: Direct Sales Leader

Number of Openings: 1 Territory Sales Leadership Position Available

About Us:

Summit Business Group isn't just an insurance agency; we're a close-knit family committed to delivering top-tier supplemental benefits plans to small and medium-sized businesses and their employees. Our culture revolves around fostering genuine connections and offering empathetic support to all we serve. If you thrive in roles where your contributions directly impact the well-being of others, then our Direct Sales Leader role is tailor-made for you.

The Role:

We believe in leadership by example anda Direct Sales Leader, you'll have the opportunity to lead and mentor others. Leveraging your extensive sales background, you'll absorb and implement our proven sales process, ensuring seamless execution in the field. Within the first 90 days, you'll transition into a hybrid sales/training role, guiding and empowering new team members to excel while building and maintaining your own book of business.

Out in the field, you'll autonomously manage your schedule, aligning your hours with the business needs of your clients. Your primary focus will be on cultivating enduring relationships with business owners and key stakeholders, adeptly assessing their needs, and presenting customized insurance solutions that genuinely enrich their lives.

Utilizing our cutting-edge Salesforce CRM, you'll engage potential clients through a combination of cold calls and face-to-face interactions. Your aim isn't just to close sales but to become a trusted advisor, offering ongoing support and guidance, particularly during the claims process, to ensure client satisfaction.

What We're Looking For:

• A minimum of 10 years of sales experience, preferably in customer-facing or outside sales roles.
• Demonstrated ability to conduct comprehensive training cycles, both in-person and online.
• Exceptional organizational, communication, and presentation skills.
• A genuine passion for assisting and empowering clients, with a sincere commitment to their well-being.
• Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit).

Position Overview:

This is a leadership role in outside sales, operating within your designated territory. You'll receive extensive training to engage with small and medium-sized businesses across various industries, interfacing directly with business owners and decision-makers to offer industry-leading supplemental insurance products and services. Your responsibilities will include:

• Responding promptly to client emails and phone calls.
• Scheduling follow-up appointments with prospective and current clients to assess their evolving needs.
• Participating in scheduled calls or meetings with your sales team or manager.
• Prospecting new businesses, referrals, and existing clients for continued service.
• Building and maintaining a robust book of business through proactive relationship development.
• Collaborating with your sales team manager to establish and achieve monthly and quarterly sales targets and quotas.
• Cultivating meaningful relationships with local business owners within your territory. Selling Business to business.
• Setting your own working hours and providing weekly schedules to your sales manager.
• Balancing cold lead generation and sales with warm leads and appointments with existing clients, leveraging provided sales leads and engaging in targeted cold-calling efforts.
• Submitting daily sales metrics and activity reports to track progress and performance.

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 10years 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 10 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.