Sales Representative

Yoursummitinsurance; Feasterville-Trevose (Bucks County); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Weekly draw pay

Incentive trips

Cash bonuses

Stock share bonuses

Lifetime-vested renewal commissions

Advancement opportunities

Professional development and training

Job summary

Summit Business Group is seeking a Direct Sales Representative to drive growth by connecting with small and mid-sized business owners in the assigned territory. The role emphasizes in-person sales calls, relationship-building, and presenting comprehensive insurance solutions.

You will work primarily out in the field, leveraging Salesforce CRM, with responsibility to close deals in initial meetings or on follow-up visits. Strong communication and presentation skills are essential to success.

Qualifications

• Proven work experience in sales or similar customer facing role.
• Experience in an outside sales position is a plus.
• Door to door sales or business to business experience preferred.
• Ability to manage the full training cycle, including in-person activities and web-based learning.
• Hands-on experience with e-learning platforms.
• Excellent organizational, communication, and presentation skills.

Responsibilities

• Plan your own weekly schedule and set working hours.
• Conduct in-person B2B sales calls with business owners and decision-makers.
• Use Salesforce CRM to build rapport and deliver product presentations.
• Close sales during initial meetings or schedule follow-ups for closure.
• Respond promptly to client calls, texts and emails; assist with claims process.
• Proactively check in with clients to upsell additional coverage.
• Provide tailored insurance solutions and exceptional customer service.

Skills

Sales experience

Outside sales

Door-to-door/B2B

Training cycle management

E-learning platforms

Communication skills

Presentation skills

Education

Bachelor's degree or equivalent professional experience

Job description

Company:

Summit Business Group

Position:

Direct Sales Representative

Number Of Openings:

1 Territory Sales

About Us:

Summit Business Group is a rapidly growing insurance agency committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees. With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team.

The Day To Day Role:

As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week. Because your primary goal is to establish connections with business owners and key decision-makers at small and medium-sized businesses within your sales territory through in-person sales calls, the hours that you work should/will reflect times when these businesses are open. Cold calling business to business.

Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations. You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure.

As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication. This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need.

Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well‑being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs.

Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve.

Qualifications:

• Proven work experience in sales or similar customer facing role
• Experience in an outside sales position is a plus
• Door to door sales or business to business experience preferred
• Ability to manage the full training cycle, including in-person activities and web-based learning
• Hands-on experience with e-learning platforms
• Excellent organizational, communication, and presentation skills

Compensation and Benefits:

• Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory
• Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1.
• Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions
• Advancement and promotions based on individual performance
• Ongoing professional development, advanced sales training, and leadership training
• Increased schedule flexibility once you have an established book of business
• Collaborate with like-minded, driven individuals in a family-like culture

Additional Position Qualifications:

• Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges)
• 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.
• Valid Driver's License
• Ability to pass a background check.

Embark on a New Journey:

We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace.

We look forward to speaking with you!

www.yoursummitinsurance.com