Territory Sales Professional, Entry Level

About the Role

• Entry-level outside sales role in a new territory.
• Develop a new book of business through in-person sales calls to businesses, focusing on new client acquisition and retention.
• Work closely with an energetic team of supplemental insurance producers.

Position Overview

• Outside direct sales, dedicated to your own sales territory.
• Comprehensive training provided to connect with small and medium-sized businesses across different sectors.
• Opportunity to meet face-to-face with business owners and decision-makers.
• Present industry-leading supplemental insurance products and services.
• Engage with business owners, benefits managers, and employees on an individual level.

Key Responsibilities

• Utilize 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.
• 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 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; 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
• Active Driver's License and reliable transportation.
• Active Health & Life Insurance Producer license in your resident state (or willingness to obtain; study course and state licensing fees reimbursement provided).

Qualifications

• Pass a high-level pre-employment background check.
• 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.