Territory Sales Representative

At Summit Business Group, we're more than just an insurance agency. We're a growing family dedicated to offering superior supplemental benefits plans to small and medium-sized businesses and their employees. We prioritize building genuine connections and providing empathetic support to everyone we serve. If you thrive in roles where your efforts help improve the lives of others, we're looking for someone like you to fill our Territory Sales Representative role.

This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to:

Respond to general emails and phone calls from clients

Set follow-up appointments with prospective and current clients to review their needs

Be present on scheduled calls or meetings with your sales team or manager

Call on new businesses, referrals, and existing clients who need to be reserviced: Selling Business to Business

Build and maintain your own book of business

Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas

Develop relationships with local business owners in your territory

Set your own scheduled working hours and submit them to your sales manager each week

Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients

Submit your sales metrics and activity daily

Virtual classroom training as well as hands-on sales training in your own territory

Weekly draw pay with bonuses and commission eligibility upon start

Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions

Advancement and promotions based on personal performance

Excellent ongoing professional development, advanced sales training, and leadership training

Increased schedule flexibility once you have an established book of business

Work around other like-minded, driven, caring people in a culture that feels like a family