Investment consultant Jobs in Carmel, IN

Job Description

Job Description

Join Our Compassionate Team at Summit Business Group

Position : Direct Sales Representative

Number of Openings : 1 Territory Sales Position Available

About Us : 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 Direct Sales Representative role.

The Role : As a Direct Sales Representative, you will enjoy the autonomy to manage your own schedule, working hours that coincide with the business hours of the clients you serve. Your main task will be forging lasting relationships with business owners and key stakeholders, understanding their needs, and presenting tailored insurance solutions that make a real difference in their lives.

Out in the field, you'll engage directly with potential clients through cold calls and in-person visits using our state-of-the-art Salesforce CRM. Your goal will be not only to close sales but to become a trusted advisor to your clients, ensuring they feel valued and understood. You'll maintain these relationships through effective communication, handling inquiries with care, and providing ongoing support, especially during the claims process.

What We're Looking For :

• Proven experience in sales or customer-facing roles, with a preference for those experienced in outside sales.
• Ability to conduct full training cycles, including both in-person and online sessions.
• Excellent organizational, communication, and presentation skills.
• A deep desire to assist and empower clients, showing genuine concern for their well-being.
• Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit).

Position Overview :

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

We Offer :

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

Weekly 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

Additional Position Qualifications :

Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered)

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.

Your New Journey : If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members.

Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together.

Learn more and apply at : www.yoursummitinsurance.com

Find out more about a career with us by visiting our website at www.altitudecrew.com. We look forward to speaking with you soon!