Sales Team Leader

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

Benefits offered by this job

100% commission-based compensation

Optional weekly draw

Monthly cash bonuses

Quarterly stock bonuses

Incentive trips

Performance-based promotions

Flexible schedule

Ongoing sales training

Job summary

Executive Financial Partners LLC is seeking a dynamic Sales Team Lead to drive direct sales in the Texas territory, build lasting relationships with business owners, and mentor a high-performing team of sales professionals. You will balance closing personal sales with coaching peers, using our advanced training to set new standards of success.

Leverage Salesforce CRM to generate leads, manage client pipelines, and grow your book of business while promoting comprehensive supplemental insurance

Qualifications

• Background check required.
• Valid driver's license and reliable transportation.
• Active Health & Life Insurance license or willingness to obtain (materials and fees provided).
• Bachelor's degree or 4+ years of professional experience in sales or leadership.

Responsibilities

• Meet with business owners and decision-makers to present tailored supplemental insurance solutions.
• Conduct consultations with employees to explain coverage options.
• Deliver engaging group presentations on product value and impact.
• Build long-term client relationships through service and reviews.
• Manage and grow your own book of business as a trusted advisor.
• Use Salesforce CRM to generate leads and manage clients.

Skills

Reliable transportation

Education

Bachelor's degree or 4+ years of professional sales/leadership experience

Tools

Salesforce CRM

Job description

Company Overview:

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.

Position Description:

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.

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