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Executive Financial Partners is seeking a high-performing Sales Team Lead to drive direct sales and mentor a growing team in Austin. You'll develop relationships with business owners and decision-makers, presenting tailored supplemental insurance solutions and leading by example in a fast-paced, results-driven environment.
You'll balance closing personal sales with coaching others, while leveraging Salesforce to manage clients, leads, and growth opportunities, and pursuing performance-based
At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our mission—to help better the lives of our agents as well as our clients.
In this role, you'll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you'll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you'll guide your team, strengthen client relationships, and ensure your territory achieves its goals.
As a Sales Team Lead, you'll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success.
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.
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