Sales Representative & Field Trainer, B2B Insurance
Overview
You will own B2B sales and field training at Canyon Creek Financial, driving revenue and mentoring new reps in Phoenix, Arizona. You will sell supplemental insurance to local business owners, with earnings of $80,000-$110,000+. You will join a collaborative team focused on growth and mentorship. This role blends direct sales with coaching, offering leadership opportunities without leaving the field.
What You'll Do7
- 1Connect with local business owners in a B2B environment, building trust-based relationships and presenting supplemental insurance plans.
- 2Exceed sales goals by managing a pipeline of 30-40 weekly client meetings, using CRM tools to track progress.
- 3Mentor new field agents during their first 90 days, conducting ride-alongs and providing real-time feedback.
- 4Conduct weekly training sessions on product knowledge and sales techniques to improve team performance.
- 5Collaborate with leadership to refine sales scripts and training materials based on field insights.
- 6Drive client retention by delivering exceptional service and explaining policy details clearly.
- 7Track personal and team metrics, reporting on win rates and conversion to the regional manager.
Requirements7
- 11+ years of B2B or consultative sales success, with a preference for insurance or financial services.
- 2Valid driver's license and reliable transportation for local travel and occasional overnight trips.
- 3Health Insurance license or willingness to obtain one with company assistance.
- 4Smartphone, iPad, and data plan for CRM and sales tools.
- 5Strong communication skills with ability to build trust and credibility with business owners.
- 6Coachable and open-minded, with a passion for personal development and mentoring others.
- 7Proven track record of meeting sales quotas and driving revenue growth.
Salary Insight
$38 - $53k per year
Location
Required Skills
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