Outside Sales Representative, Insurance & Client Relations
Overview
You own a territory in Houston, visiting local businesses to sell supplemental insurance and build lasting client relationships. You report to a supportive sales team and manage your pipeline in Salesforce. This role offers flexible hours, weekly draw pay, and immediate bonus eligibility, with a clear path to senior sales or agency leadership. You bring relationship-building energy and a service mindset to protect what matters most to small and mid-sized businesses.
What You'll Do8
- 1Prospect local businesses and schedule discovery meetings to uncover their insurance needs.
- 2Lead tailored benefits presentations for business owners and employee groups, using Salesforce to track interactions.
- 3Respond to client calls and emails within one business day, managing renewals and assisting with claims.
- 4Set your own daily schedule, balancing in-person visits with strategic phone outreach.
- 5Compile weekly activity reports in Salesforce, showing your pipeline and progress toward goals.
- 6Join weekly team strategy sessions to share best practices and celebrate wins.
- 7Maintain detailed client records in Salesforce, ensuring no follow-up slips.
- 8Collaborate with your team to cross-sell supplemental products and improve client retention.
Requirements8
- 12+ years in outside sales or a customer-facing role (or a bachelor's degree).
- 2Hold or obtain a Health & Life general lines license within 90 days; we reimburse fees.
- 3Comfort with Salesforce or similar CRM tools (experience is a plus).
- 4Proven ability to present to groups of up to 75 people.
- 5Self-starter with strong time management and follow-through.
- 6Excellent communication skills, both verbal and written.
- 7Ability to work a flexible schedule, including early mornings or late afternoons.
- 8Coachable attitude and a drive to exceed sales targets.
Salary Insight
Salary not disclosed in listing
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