Sales Representative and Field Trainer, B2B Supplemental Insurance
Overview
You will lead by example as a Sales Representative and Field Trainer in Dallas, Texas, building your own book of business while mentoring newer agents. In the first 90 days, you will conduct face-to-face presentations with small and mid-sized businesses, recommend supplemental insurance solutions, and coach agents in the field. You will work with a collaborative team that values discipline, integrity, and consistent growth, supported by structured onboarding and leadership development. This role stands out because you will balance personal production with developing others, earning uncapped income through commission and bonuses, with a clear path to higher leadership roles.
What You'll Do8
- 1Develop and maintain relationships with small and mid-sized business clients to drive B2B sales.
- 2Conduct in-person benefit presentations and enrollment-style meetings to showcase supplemental insurance products.
- 3Recommend tailored insurance solutions based on client needs and financial goals.
- 4Mentor and support newer agents through field training and coaching, using Salesforce to track progress and activity.
- 5Lead by example through consistent personal production, achieving weekly sales targets and setting a standard for the team.
- 6Build and manage a territory through referrals, networking, and scheduled appointments, balancing field visits with administrative tasks.
- 7Collaborate with leadership to set weekly goals, share best practices, and foster team development.
- 8Provide ongoing client service, follow-up, and re-servicing to ensure long-term satisfaction and retention.
Requirements8
- 12+ years of outside sales or leadership experience, with a track record of exceeding targets.
- 2Proven ability to mentor and coach others, as demonstrated in previous roles.
- 3Strong relationship-building skills and comfort in face-to-face interactions.
- 4Self-motivated and organized, with the ability to manage your own schedule and territory.
- 5Valid driver's license and reliable transportation for local travel.
- 6Willingness to obtain a Health & Life license within the first 90 days.
- 7Familiarity with CRM tools like Salesforce is a plus.
- 8Athletic or structured background preferred, showing discipline and accountability.
Salary Insight
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