Client Portfolio Manager Jobs in Springfield, KY

We're on a mission to empower our clients and foster the growth of our team. As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development. Our goal is to find someone aligned with our core values of Ownership, Growth, and Service.

Position Description:

As a newly hired sales professional, you'll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person.

You'll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. You'll work with individuals and conduct group presentations for 5 to 50+ employees.

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)

• 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!

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