JOIN OUR GROWINGTEAM AT SUMMIT BUSINESS GROUP

Position: Direct Outside Sales Leader
About Us: At Summit Business Group, we’re more than just an insurance agencywe’re a supportive family dedicated to providing exceptional supplemental benefits plans to small and medium-sized businesses and their employees. Our culture focuses on building authentic connections and offering compassionate support to everyone we serve. If you’re passionate about making a meaningful impact on others’ lives, our Direct Outside Sales Leader role could be the perfect fit for you!
The Role: As a Direct Outside Sales Leader, you’ll have the exciting opportunity to inspire and guide a team while quickly advancing your career. You’ll leverage your sales experience to implement our proven sales strategies and ensure seamless execution in the field. In your first 90 days, you’ll transition into a leadership role where you can train and mentor new team members while also building and managing your own client portfolio.
Enjoy the flexibility of setting your own schedule, tailoring your hours to meet your clients’ needs. Your primary focus will be on developing strong, lasting relationships with business owners and essential clients. By understanding their unique challenges, you’ll present tailored insurance solutions that genuinely enhance their operations.
Using our cutting-edge Salesforce CRM, you’ll engage potential clients through a mix of cold calls and in-person meetings. Your aim isn’t just to close sales; it’s to become a trusted advisor, providing ongoing support and guidanceespecially during the claims processto ensure client satisfaction and foster long-term relationships.

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. Selling Business to business.
• 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.

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 10 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 10 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.
  Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let’s make a difference together.
  Learn more and apply at: www.yoursummitinsurance.com

• 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. Selling Business to business.
• 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