Direct Sales Leader - Summit Business Group

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 by example while fast-tracking into a position where you'll train 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.
• 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.