Direct Sales Representative

About the Role

As a sales professional, you will attend a comprehensive sales training program combining online learning, hands-on field training, and sales mentorship within your assigned territory. Your field trainer will teach you the fundamental business sales cycle and advanced sales techniques. You will be responsible for your own local territory, engaging with small and medium-sized businesses across various industries. Your role involves in-person meetings with business owners and decision-makers to introduce industry-leading supplemental insurance solutions. You will work with employees individually and conduct presentations for employee groups.

Key Responsibilities

• Utilize Salesforce CRM to curate leads and generate clients, expanding 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.
• 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.
• Plan and adhere to your weekly schedule; 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

Qualifications

• Prior sales experience is preferred but not required.
• Pass a high-level pre-employment background check.
• Possess an Active Driver's License and reliable transportation.
• Hold an Active Health & Life Insurance Producer license in your resident state, or be willing to obtain one.
• 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 a relevant sales or athletic background will be considered.

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.

Compensation & Benefits

• Comprehensive classroom and field training program.
• 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.
• Continuing professional development classes, advanced sales trainings, and leadership development classes.
• Culture of camaraderie, friendly competition, and success mindset.