Sales Representative Entry Level at RISE Financial Portland OR
Overview
You will sell supplemental insurance to businesses and individuals across Portland, building a book of business from day one with CRM tools and full licensing support. You join a close-knit team of financial services professionals who provide continuous coaching and mentorship. Your income follows your output: weekly pay plus commission and bonuses, with incentives like trips and stock options. This role suits an ambitious person who wants direct ownership of revenue and career growth in a competitive, service-driven environment.
What You'll Do7
- 1Build a pipeline of in-person B2B leads by visiting businesses and presenting supplemental insurance products with CRM tracking and follow-up.
- 2Close sales by identifying client needs, explaining policy benefits, and handling objections with data and empathy.
- 3Own your daily schedule and activity metrics, reporting progress to your coach and adjusting strategies based on feedback.
- 4Develop trust with clients through consistent communication and follow-through, ensuring long-term relationship retention.
- 5Collaborate with teammates during weekly training sessions and role-plays to sharpen your pitch and objection handling.
- 6Track your own commissions and bonuses, reconciling with weekly pay and CRM reports to monitor performance against goals.
- 7Obtain your state insurance license within the first 30 days using reimbursed study materials and exam fees, then renew as required.
Requirements7
- 10-2 years of sales, customer service, or retail experience, though 1+ year in a quota-driven role is preferred.
- 2High school diploma or GED; an associate or bachelor's degree in Business, Marketing, or a related field is a plus.
- 3Ability to pass a background check and obtain an Oregon State Insurance License within 30 days of hire (fees reimbursed).
- 4Strong interpersonal and communication skills, with a proven ability to build rapport and influence others in a B2B setting.
- 5Self-motivated and goal-oriented, with a track record of meeting or exceeding personal or professional targets.
- 6Willingness to travel locally up to 75% of the time, including driving to client sites and using personal vehicle (mileage covered).
- 7Comfort with technology, including Microsoft Office and CRM software like Salesforce or HubSpot.
Salary Insight
$65 - $85k per year
Location
Required Skills
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