Securities, Commodities, and Financial Services Sales Agents

Job Description:
This job is responsible for providing resolution of multi-product fraud related client requests by answering calls, chats, or emails in an inbound contact center. Key responsibilities include working in an environment that requires accuracy, using logic, multi-tasking, toggling between systems, and communicating resolutions while delivering a great client experience. Job expectations include providing seamless service delivery to answer client questions, resolving problems, performing account maintenance, and looking for opportunities to deepen relationships through digital solutions.

Responsibilities:

Identifies client needs and recommends solutions when fraud has been identified
Records data captured during client interactions accurately
Identifies and escalates through appropriate channels for items requiring risk review, exception handling, or further analysis
Reads frequent updates and learning materials, often while on the call, and implements into conversations with speed and accuracy
Complies with industry regulations, bank procedures, integrity levels of the department's system and financial controls

Required Qualifications:

Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
Shows commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Communicates effectively and confidently with all clients to make their financial lives better
Ability to engage with clients – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport and handle objections
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Minimum of an intermediate level of proficiency with computers and current technology
1+ years of customer/client service experience, including experience handling difficult client situations

Desired Qualifications:

1+ years of experience in the banking/financial industry
2+ years of experience working in a client service capacity​​

Skills:

Conflict Management
Customer and Client Focus
Decision Making
Fraud Management
Oral Communications
Active Listening
Attention to Detail
Data Collection and Entry
Issue Management
Problem Solving
Adaptability
Collaboration
Critical Thinking
Influence

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Schedule:

Sun-Thurs 3:30pm-12am (Sun Consecutive)
Tues-Sat 3:30pm-12am (Sat Consecutive)

Shift:
2nd shift (United States of America)

Hours Per Week:
40

Job Description:
This job is responsible for working in a national inbound contact center and providing comprehensive home equity lending guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include connecting with clients to execute consistent follow-up routines and partnering with key functions to proactively manage priority milestones. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

Responsibilities:

• Provides end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectives
• Answers inbound calls and make outbound calls to provide new and existing clients with guidance and advice to uncover lending needs and assist them with determining the best solution
• Works with clients and business partners throughout the loan process to ensure consistent client communication and follow ups are conducted
• Partners with key functions across home lending to proactively manage priority milestones within the loan process
• Maintains and applies knowledge of home equity lending policies, procedures and regulatory requirements, changing market conditions, and business trends to prospective and existing bank clients when providing sales and service solutions
• Recommends additional bank products based on client’s needs through partner referrals
• Demonstrates a commitment to professional ethics, conforms to all Federal and State compliance policies, and adheres to Home Mortgage Disclosure Act (HMDA) requirements

Required Qualifications:

1+ year of customer facing and/or customer contact center experience
Has a strong relationship-deepening and client care mentality
Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively
Has an ability to assess client needs and recommend products or services
Has an ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
Has an ability to work under pressure during high volume periods
Has an ability to build and maintain positive rapport with service partners
Can prioritize competing tasks
Has adaptability and is flexible to change
Is a strong communicator, written, oral and non-verbal
Can be flexible to work weekends and/or extended hours as needed
Communicates professionally, effectively and confidently and is comfortable engaging clients over the phone
Has an ability to handle multiple business models to support changing business needs
Works effectively with business partners to expedite post-sale issues or problem resolution
Has the ability to effectively balance performance, operational risk, and client relationship care
Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies

Desired Qualifications:

1+ years of sales experience
Thorough knowledge of mortgage products and programs
Experience analyzing complex financial and credit data used to advise clients of product/pricing policies and guidelines, as well as gathering any required information or documentation
Knowledge of processing, underwriting, and closing procedures, and federal lending regulations governing real estate lending
Strong consultative skills including the ability to ask critical questions to identify opportunities We’re a culture that
Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals
Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world
Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.

Skills:

Attention to Detail
Client Solutions Advisory
Customer and Client Focus
Oral Communications
Written Communications
Client Management
Loan Structuring
Pipeline Management
Problem Solving
Collaboration
Credit Documentation Requirements
Critical Thinking
Referral Identification
Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:
1st shift (United States of America)

Hours Per Week:
40

Were a growing company known for our exceptional culture and commitment to excellence. Seeking a high achiever to join our team, someone who can excel individually and help develop our sales team. With seven consecutive years of double-digit sales growth, were eager to find someone aligned with our values of Ownership, Growth, and Service. This role is in outside territory sales, offering flexibility in scheduling and autonomy in planning your work week. Youll engage with small to medium-sized businesses, presenting our top-tier supplemental insurance products. Training includes both classroom sessions and hands-on experience with our top performers, supplemented by self-paced learning modules. While experience in athletics, military, law enforcement, or a proven track record of success is preferred, its not required. Were looking for driven individuals ready to make an impact. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

Were a growing company known for our exceptional culture and commitment to excellence. Seeking a high achiever to join our team, someone who can excel individually and help develop our sales team. With seven consecutive years of double-digit sales growth, were eager to find someone aligned with our values of Ownership, Growth, and Service. This role is in outside territory sales, offering flexibility in scheduling and autonomy in planning your work week. Youll engage with small to medium-sized businesses, presenting our top-tier supplemental insurance products. Training includes both classroom sessions and hands-on experience with our top performers, supplemented by self-paced learning modules. While experience in athletics, military, law enforcement, or a proven track record of success is preferred, its not required. Were looking for driven individuals ready to make an impact. Core Responsibilities: Utilize our customized Salesforce CRM to curate leads and generate clients while expanding your professional network within your territory and neighboring communities Respond to client inquiries via phone, email, or text as needed Schedule meetings with potential and existing clients to understand their insurance needs Attend scheduled calls and meetings with your sales manager and team Personally visit new businesses, develop relationships with local business owners, follow up on referral leads, and reservice existing clients Build and nurture your own client portfolio Collaborate with your sales team manager to set monthly and quarterly sales targets for yourself Plan and adhere to your weekly schedule and working hours; submit your schedule to your sales team manager each week Record daily work stats and sales activity updates at the end of each work day QUALIFICATIONS DESIRED SOFT SKILLS: Strong interpersonal skills with the ability to build genuine connections quickly. A strong passion for assisting others, resilience in challenging situations, and a track record of exceeding expectations in sales, athletics, or leadership roles. Clearly-defined personal goals, a positive attitude, and optimistic outlook. Quick-thinking with exceptional situational awareness and critical thinking skills. Hunger for learning and growth, strong time management abilities, and the capability to work independently. Individuals with a background in competitive sports, coaching, athletics, or competitive leagues are among our top performers ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelors degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

We stand as a top-performing Agency within our company, with seven consecutive years of double-digit growth in new sales. As we advance, we seek to recruit a strong leader possessing exceptional self-awareness, poised to drive our continued expansion while upholding and reinforcing our steadfast commitment to personal excellence and professional achievement. Responsibilities: Your objective is to master our sales process within a remarkable six month timeframean achievement typically requiring up to a year. Yet, you are more than just a sales professional; you are a trailblazer prepared to challenge conventions and redefine the benchmarks of achievement in the supplemental insurance industry. As you cultivate and expand your market presence, your role will transition to that of a mentor, imparting your strategies for success to new team members. This is a compelling call to action for those poised to lead, innovate, and ignite a fresh era of sales excellence within our organization. Our ideal candidate embodies the following qualities: Demonstrates drive, assertiveness, and resilience. Possesses a proactive "see a need, meet a need" mindset. Exhibits initiative, avoiding dependency on explicit instructions. Capable of autonomously managing daily and weekly tasks with minimal supervision. Quick to grasp and proficiently navigate our systems and protocols. Projects confidence in their abilities and decisions. Proficient in coaching, teaching, and motivating peers. Maintains a high standard of excellence, rejecting mediocrity in both personal and team performance. ADDITIONAL QUALIFICATIONS: Pass a high-level pre-employment background check Active Drivers License and reliable transportation Active Health & Life Insurance Producer license in your resident state (or willing to obtain - study course provided and state licensing fees reimbursement available) Bachelor's degree or minimum of 4 years post-high school work experience (candidates within 6 months of degree completion or less than 4 years of professional work experience with relevant sales or athletic background will be considered) COMPENSATION & BENEFITS: Comprehensive classroom and field training program Weekly draw pay option plus commissions (no caps and short sales cycle-3 business days) as well as monthly cash sales bonuses, quarterly stock share bonuses, incentive trips, and vested renewal commissions Health, dental and vision benefits offered after 60-days of employment Performance-based promotions Control of your schedule based on results achieved rather than time worked Continuing professional development classes, advanced sales trainings, and leadership development classes Culture of camaraderie, friendly competition, and success mindset Apply now to be part of a team that embraces challenges and rewards effort! www.alvtn.com

Direct Sales Representative About R.I.S.E. Financial: At R.I.S.E. Financial, we're not just about making dealswe're about creating a culture of success and community. We know that the grind to get to the top is tough, but we also believe that when you surround yourself with the right team, success becomes a shared experience. Whether it's in our own team or with the clients we serve, community is everything. We value independence and relentless drive, but we also understand the power of collaboration and building each other up. This is the perfect environment for those who have the spirit of a competitor but also the heart of a teammate. Whether you're pushing yourself to the limit or pushing the team forward, R.I.S.E. Financial is where success is earned, shared, and celebratedtogether. Position Overview: If you're the kind of person who doesn't shy away from hard work, has the heart of a champion, and thrives on the competitive edgethen we want you to join our team as a Direct Sales Representative. You'll be out in the field, selling supplemental insurance to businesses, creating relationships, and making a real impact on the lives of your clients. But this role isn't just about the salesyou'll also be part of a larger mission. R.I.S.E. Financial isn't just about individual success; it's about creating a community of like-minded professionals who are committed to mutual support and achieving big things together. If you're an athlete who thrives in both competition and collaboration, this is the place where you can grow and succeedwhile bringing others along with you. Key Responsibilities: Lead the Charge: You will be the one identifying and reaching out to potential clients, building relationships, and ensuring their businesses are protected with the right insurance solutions. Consultative Sales Approach: You will not just sell productsyou'll be the trusted advisor that businesses turn to for understanding their unique needs and helping them find the best solutions. Negotiate & Close Deals: With your driven mindset, you'll manage the entire sales process from presentation to negotiation, making sure that you close deals that benefit both you and your clients. Maintain Long-Term Relationships: Your job doesn't stop once the deal is closed. You'll build long-lasting relationships that turn clients into repeat customers, providing continued value over time. Collaborate & Share Success: While you're an independent force, you'll also thrive in a community of like-minded, results-driven individuals. You'll be learning, growing, and winning alongside a team that pushes you to be your best. Train & Develop Continuously: You're always learning, always improving, just like an athlete in training. We offer support to ensure you're constantly growing and excelling in your role. Qualifications: Relentless Drive & Competitive Spirit: You've got the passion of an athlete, the focus of a competitor, and the discipline to keep pushing for greatness every day. B2B Sales Experience: If you've been in sales, especially in a B2B environment, you understand what it takes to drive results. Bonus points if you have experience in insurance or financial products. Relationship Builder: You know how to build rapport and establish long-term connections. Whether you're in it for the long game or closing a quick deal, you know that lasting relationships are key. Independent & Team Player: You thrive in an environment that encourages autonomy, but you also recognize the power of collaboration and the importance of lifting others up. Passion for Growth: You're always hungry to get betterconstantly improving and evolving to take your career to the next level. Why R.I.S.E. Financial: Uncapped Earnings Potential: With a weekly base draw option and uncapped commissions, your earnings are in your hands. Bonuses, Stock Options & Lifetime Renewal: Receive weekly and monthly bonuses, quarterly stock bonuses, and, after just 5 years, enjoy 100% lifetime vesting on your renewal commissions. This structure rewards both your immediate performance and long-term success. Supportive Community: We're a team that celebrates success, but we also know how to support each other through the challenges. Success isn't just about individual resultsit's about rising together. Growth & Development: Receive comprehensive training through virtual, in-person, and classroom sessions, including hands-on learning with top performers and self-study courses from Top 1% achievers. With ongoing development and support, this is a unique opportunity to thrive in an untapped market with vast growth potential. Work-Life Balance: Once you've mastered the skills of the job, you'll have the freedom to set your own schedule. This role is about autonomygiving you the power to design your day, your week, and your life on your terms. But make no mistake: this isn't for the person looking for a 9-to-5 with minimal effort. It's for those who have the drive to stay hungry, to keep pushing, and to set their own pace for success. You're in controlif you're motivated to work and want to make it happen, the flexibility is yours. Career Advancement: As you grow and excel in your role, opportunities to take on more responsibility and leadership roles will open up. Additional Qualifications: Licensing: Candidates must be willing to obtain a State Health Insurance License, which is required for the position but not for applying. We offer assistance with licensing and reimbursement to support you through the process. Education & Experience: While a bachelor's degree is not required, candidates must have at least 4 years of professional work experience (post-high school). Those with fewer years of experience but relevant sales experience will also be considered. Location: Business-to-business, In-Person Job Type: Full-time Pay: $75,000.00 - $100,000.00 per year Schedule: Monday to Friday (Weekends as needed) Rise with us. Join a community that celebrates your drive and success: Join a team that values the grind, the victory, and the community. If you're driven by success, motivated by growth, and eager to be part of a company that understands what it takes to rise to the top, we want to hear from you. To find out more about us please check us out at https://rise-financial-group.com/homepage

We are seeking a high achiever who can distinguish themselves as an individual performer, and also develop a top-performing sales team. We are coming off of our 7th straight year of double-digit growth in new sales, and will be fast-tracking this candidate into a Market Director position. Our top priority is finding someone who aligns with our mission (to help people evolve and become a better version of themselves, and help them achieve their goals) and our core values: Relentless -We are the ultimate competitors and achievers who refuse to be satisfied with "Just giving our best" Integrity -We arethose with strong moral principles Service -We put the customers at the heart, improving and adding value for our clients Evolve -We adapt, we improve, and we grow This role is a perfect fit for someone who is: Results-driven, autonomous, and flexible Accustomed to setting goals, creating plans, and carrying out the plan to reach the goal Competitive, hard-working, and good at initiating action Excels at motivating themselves as well as others Thinks outside the box to work smarter, not harder Great at reading and relating to people Adaptable to a wide variety of situations and personalities Enjoys receiving recognition for their accomplishments Typically, the best at whatever they set out to do Representatives Receive: An exceptional supplemental health Insuranceproducts that features Return of Premium Weekly and monthly bonuses &quarterly stock bonuses 100% lifetime vested renewal after 5 years Exceptional corporate and industry specific training (virtually, in-person, and classroom) One-on-one training and individual support from a proven, successful Sales Manager.Training includes very brief classroom time, but is largely done by working side-by-side with one of our existing top performers. Your learning is also supplemented by self-study courses designed by past and present Top 1% performers. Supportive and positive corporate culture An unparalleled opportunity for growth in an untapped market Ability to set your own schedule and goals All-expenses-paid incentive trips annually Advancement into leadership determined by achieving metric-driven performance benchmarks Ongoing leadership development training through weekly calls, one-on-one mentoring, and bi-annual retreats 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. Benefits: A competitive weekly draw pay with commission and bonuses from the start. Access to quarterly and annual incentives such as trips, cash bonuses, and stock options. Short sales cycle, typically less than 3 business days. CRM and training. Licensing reimbursement (state fees) Job Type: Full-time Pay: $75,000.00 - $100,000.00 per year Schedule: Monday to Friday Weekends as needed Work Location: Business to business in person to find out more about us please check us out at https://rise-financial-group.com/homepage

Insurance Sales Consultant Join Our Team! If you are a motivated individual with a passion for building connections, We're looking for a Direct Sales Consultant to join our team and make an impact. Your Role: Engage with Clients: Meet with business owners and managers to present our supplemental insurance products. Build Relationships: Develop lasting connections and trust with clients. Manage Your Schedule: Enjoy the flexibility to plan your own work while being part of a supportive team. Make a Difference: Help clients secure their financial future with our top-quality products. What We Need: Drive and Enthusiasm: A strong desire to help others and make sales. Independent Worker: Ability to manage your own time effectively. Resilient and Positive: Skilled in handling objections and staying motivated. Full-Time Commitment: Ready to work 40 hours a week. Overview of Duties and Responsibilities: 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 re-serviced 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 draw pay with bonuses and commission eligibility upon start Quarterly and annual incentive trips, cash bonuses, and stock share bonuses 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 with relevant or specialized outside sales experience. If this sounds like you, we want to hear from you! Join us in making a difference while building a rewarding career. Apply today!

Insurance Sales Consultant Join Our Team! If you are a motivated individual with a passion for building connections, We're looking for a Direct Sales Consultant to join our team and make an impact. Your Role: Engage with Clients: Meet with business owners and managers to present our supplemental insurance products. Build Relationships: Develop lasting connections and trust with clients. Manage Your Schedule: Enjoy the flexibility to plan your own work while being part of a supportive team. Make a Difference: Help clients secure their financial future with our top-quality products. What We Need: Drive and Enthusiasm: A strong desire to help others and make sales. Independent Worker: Ability to manage your own time effectively. Resilient and Positive: Skilled in handling objections and staying motivated. Full-Time Commitment: Ready to work 40 hours a week. Overview of Duties and Responsibilities: 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 re-serviced 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 draw pay with bonuses and commission eligibility upon start Quarterly and annual incentive trips, cash bonuses, and stock share bonuses 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 with relevant or specialized outside sales experience. If this sounds like you, we want to hear from you! Join us in making a difference while building a rewarding career. Apply today!

Join Our Team as a Field Sales Representative! If you're passionate about helping others and building lasting connections, we want you on our team as a Direct Sales Representative! What You'll Do: As a key member of our team, you'll be the face of our company, connecting directly with business owners, managers, and employees in small to medium-sized companies within your territory. Each day will be different as you travel to various businesses, delivering engaging presentations and showcasing our top-notch supplemental insurance products. Why You'll Love This Role: Engage with Businesses: Meet with decision-makers and show them the value of our products. Build Lasting Relationships: This isn't just sales; it's about creating meaningful connections in your community. Enjoy Independence: Manage your own schedule while being part of a supportive team. Make a Real Impact: Help clients achieve financial security and peace of mind with our products. What We're Looking For: We're searching for enthusiastic, self-motivated individuals who are eager to learn. A background in sales is great, but your passion for helping others is what truly matters! Our Ideal Candidate: Confident and self-starting Disciplined and able to work independently Skilled at overcoming objections and resilient Willing to commit to a full-time work week (40 hours) Proven track record of excellence Passionate about making a difference Thrives in a dynamic, fast-paced environment Overview of Duties and Responsibilities: 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 re-serviced 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 draw pay with bonuses and commission eligibility upon start Quarterly and annual incentive trips, cash bonuses, and stock share bonuses 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 with relevant or specialized outside sales experience. If this sounds like you, we want to hear from you! Join us in making a difference while building a rewarding career. Apply today!