Sales Leadership Role

5 days ago


Bixby, Oklahoma, United States Summit Business Group Full time
About Us

At Summit Business Group, we're more than just an insurance agency - we're a close-knit family dedicated to delivering top-tier supplemental benefits plans to small and medium-sized businesses and their employees.

Our culture is built around fostering genuine connections and offering empathetic support to all we serve. If you thrive in roles where your contributions directly impact the well-being of others, then our Direct Sales Leader role is tailor-made for you.

The Role

We believe in leadership by example, and as a Direct Sales Leader, you'll have the opportunity to lead by example while fast-tracking into a position where you'll train and mentor others.

You'll leverage your extensive sales background to absorb and implement our proven sales process, ensuring seamless execution in the field. Within the first 90 days, you'll transition into a hybrid sales/training role, guiding and empowering new team members to excel while building and maintaining your own book of business.

Your Responsibilities
  • Manage your schedule autonomously, aligning your hours with the business needs of your clients.
  • Cultivate enduring relationships with business owners and key stakeholders, adeptly assessing their needs, and presenting customized insurance solutions that genuinely enrich their lives.
  • Utilize our cutting-edge Salesforce CRM to engage potential clients through a combination of cold calls and face-to-face interactions.
  • Focus on becoming a trusted advisor, offering ongoing support and guidance, particularly during the claims process, to ensure client satisfaction.
What We're Looking For
  • A minimum of 10 years of sales experience, preferably in customer-facing or outside sales roles.
  • Demonstrated ability to conduct comprehensive training cycles, both in-person and online.
  • Exceptional organizational, communication, and presentation skills.
  • A genuine passion for assisting and empowering clients, with a sincere commitment to their well-being.
  • Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit).

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