Sales Account Representative

About the Role

We’re growing our sales team and looking for a driven, energetic individual to join us and take their career to the next level! Your role will be introducing business owners and their employees to top-tier supplemental health benefit plans. From one-on-one consultations to group presentations, your role will shape the landscape of your territory.

Key Responsibilities

• Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities
• Respond to client inquiries via phone, email, or text as needed
• Schedule meetings with potential and existing clients to understand their insurance needs
• Attend scheduled calls and meetings with your sales manager and team
• Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients
• Build and nurture your own client portfolio
• Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself
• Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week
• Record daily work stats and sales activity updates at the end of each work day

Requirements & Tech Stack

• Salesforce CRM
• Phone, email, text communication

Qualifications & Desired Soft Skills

• Strong interpersonal skills with the ability to build genuine connections quickly
• A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles
• Clearly-defined personal goals, a positive attitude, and optimistic outlook
• Quick-thinking with exceptional situational awareness and critical thinking skills
• Hunger for learning and growth, strong time management abilities, and the capability to work independently
• Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers

Additional Qualifications

• Pass a high-level pre-employment background check
• Active Drivers License and reliable transportation
• Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available)
• Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered)

Training & Development

• Extensive training program including virtual classes and hands-on mentoring
• Comprehensive classroom and field training program
• Continuing professional development classes, advanced sales trainings, and leadership development classes

Compensation & Benefits

• Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days)
• Monthly cash sales bonuses
• Quarterly stock share bonuses
• Incentive trips
• Vested renewal commissions
• Health, dental and vision benefits offered after 60-days of employment
• Performance-based promotions
• Control of your schedule based on results achieved rather than time worked