Territory Sales Professional, Entry Level

About the Role

An entry-level outside sales role in a new territory focused on developing a new book of business through in-person sales calls. This role emphasizes new client acquisition and retention, working with a team of supplemental insurance producers.

Position Overview

This role entails outside direct sales within a dedicated sales territory. It includes comprehensive training to connect with small and medium-sized businesses across different sectors, meeting face-to-face with business owners and decision-makers to present supplemental insurance products and services. You will engage with business owners, benefits managers, and employees on an individual level.

Key Responsibilities

• Utilize the Salesforce CRM to curate leads, generate clients, and expand your professional network.
• Respond to client inquiries via phone, email, or text.
• Schedule meetings with potential and existing clients to understand their insurance needs.
• Attend scheduled calls and meetings with your sales manager and team.
• Visit new businesses, develop relationships with local business owners, follow up on referral leads, and re-service existing clients.
• Build and nurture your own client portfolio.
• Collaborate with your sales team manager to set monthly and quarterly sales targets.
• Plan and adhere to your weekly schedule and working hours, submitting your schedule weekly.
• Record daily work stats and sales activity updates.

Qualifications

• Pass a high-level pre-employment background check.
• Active Driver's License and reliable transportation.
• Active Health & Life Insurance Producer license in your resident state (or willing to obtain; study course and state licensing fees reimbursement provided).
• Bachelor's degree or a 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.

Tech Stack

• Salesforce CRM

Compensation & Benefits

• Comprehensive classroom and field training program.
• Weekly draw pay option plus commissions (no caps, 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.
• Continuing professional development classes, advanced sales trainings, and leadership development classes.
• Culture of camaraderie, friendly competition, and success mindset.