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Lead Sales Representative

2 months ago


Lawrence, Kansas, United States Bogle Agency Group Full time
Job Description

Bogle Agency Group is seeking a highly motivated and experienced Lead Sales Representative to join our team.

About Us:

We are a leading provider of supplemental insurance products that cater to the needs of individuals and businesses. Our mission is to provide peace of mind and secure futures for our clients.

Role Summary:

The successful candidate will be responsible for building and managing a client base through cold calling and business development. They will also be expected to train and mentor new hires while maintaining their own book of business.

Key Responsibilities:

  • Client Portfolio Development: Develop and maintain a portfolio of clients, engaging with employees and decision-makers.
  • Business-to-Business Cold Calling: Conduct cold calls to small and medium-sized businesses as a core component of your sales strategy.

Leadership and Training:

  • Field Training: Lead in-field training sessions to motivate new recruits and demonstrate effective sales techniques.
  • Client Engagement: Meet face-to-face with business owners and key decision-makers to offer supplemental insurance products and services.

Mentorship and Coaching:

  • Personalized Coaching: Provide individualized coaching and support to new sales representatives.
  • Guidance and Support: Help new hires navigate challenges and improve their sales skills.

Relationship Building:

  • Client Relationships: Foster strong connections with clients and team members.
  • Follow-Up: Set follow-up appointments with prospective and current clients to review their needs.
  • Customer Service: Respond to general inquiries and set appointments as needed.

Additional Responsibilities:

  • Presence in Meetings: Attend scheduled calls or meetings with your sales team or manager.
  • Client Outreach: Call on new businesses, referrals, and existing clients who need to be re-serviced.
  • Schedule Management: Set your own working hours and submit them to your sales manager weekly.
  • Business Development: Build and maintain your own book of business.

Ideal Candidate Profile:

The ideal candidate is a motivated and dynamic individual with excellent sales and leadership skills. They should be able to engage with businesses across various industries within their designated sales territory.

We Offer:

  • Virtual Classroom Training: Comprehensive training program to develop your sales skills.
  • Weekly Draw Pay: Competitive compensation package with bonuses and commission eligibility.
  • Quarterly and Annual Incentives: Opportunities for advancement and promotions based on personal performance.
  • Professional Development: Ongoing training and development to enhance your skills and knowledge.

Job Requirements:

  • Licensing: Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered).
  • Education: Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience.

Work Schedule:

  • 8-Hour Shift: Standard working hours with flexibility to set your own schedule.