Territory Sales Representative

Yoursummitinsurance; Turlock (CA); Presencial; USD 50.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Virtual classroom training

Bonuses and commissions eligible

Incentive trips and renewal bonuses

Advancement opportunities

Flexible schedule after building book

Descripción de la vacante

Summit Business Group is hiring a Territory Sales Representative to cultivate relationships with local businesses, present supplemental insurance products, and grow a personal client book within a defined territory. You will train in a supportive environment and engage with owners, benefits managers, and employees to provide valuable coverage options.

The role emphasizes independence, yet values teamwork with the sales group and manager.

Formación

• Licensed in Health & Life general lines or willing to obtain license (licensing reimbursement offered).
• Bachelor's degree or minimum 4 years of professional (post-high school) work experience.

Responsabilidades

• Call on small and medium businesses in the territory and meet face-to-face with owners/decision-makers to offer supplemental insurance products.
• Build and maintain your own book of business and manage clients’ needs.
• Set follow-up appointments and submit sales metrics daily.
• Develop relationships with local business owners and drive new relationships in the territory.

Conocimientos

People skills

Relationship building

Self-motivation

Independent worker

Team collaboration

Educación

Bachelor's degree

4+ years professional sales experience

Descripción del empleo

Join Our Compassionate Team at Summit Business Group

Position:

TerritorySales Representative

Number of Openings:

1 Territory Sales Position Available

The Role:

Our supplemental insurance company is looking to train a considerate and warm individual who loves helping people to join our Business to Business Sales Team as a Territory Sales Representative.

Odds are, you are not the type of person who seeks out the limelight, yet you have shined in past positions. You have a natural talent for winning people over. Your primary role will be helping cultivate new relationships with local businesses, grow a book of business, and care for clients in their time of need. We are looking for someone who works well independently, but also loves being a valuable and needed member of a team.

The perfect person for this role is someone who:

• Makes a friend easily with people from all walks of life
• Is self-sacrificing and cares more about others needs than their own
• Has a talent for making other people feel great about themselves, quick to compliment and offer positive feedback
• Is deeply appreciated and spoken of highly by nearly all of their friend groups or former co-workers

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 Territory Sales Representative role.

Position Overview:

This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to:

• 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 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 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:

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.