Insurance Manager Jobs in Helena, MT (NOW HIRING)

Position: Direct Insurance Sales Representative

Number of Openings: 1 Territory Sales Position Available

About Us:

At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct InsuranceSales Representative.

The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out.

In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process.

What We're Looking For:

• Proven experience in sales or customer-facing roles, especially in outside sales.
• Ability to conduct comprehensive training cycles, both in-person and online.
• Superior organizational, communication, and presentation skills.
• A passion for empowering clients and a strong sense of responsibility for their well-being.
• Health & Life general lines license, or the drive to obtain it within 90 days (with our support).

Position Overview:

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 reserviced: Selling Business to Business

• 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, stock share bonuses, and lifetime-vested renewal commissions

• 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 who have relevant or specialized outside sales experience.