Lead Sales Representative

Company Overview

At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performers—people who take ownership, embrace challenges, and deliver measurable results. We're looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, building meaningful relationships with business owners and decision-makers in their territory.

Position Description

In this role, you'll balance closing your own sales while mentoring and guiding your team to achieve—and exceed—their goals. You'll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization.

Core Responsibilities

• Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.
• Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.
• Deliver engaging group presentations that clearly communicate the value and impact of our products.
• Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.
• Manage and grow your own book of business, becoming a trusted advisor in your territory.
• Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

What We Offer

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