Business & Professional Industries

Securities, Commodities, and Financial Services Sales Agents

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals.

Salary Breakdown

Securities, Commodities, and Financial Services Sales Agents

Average

$63,870

ANNUAL

$30.71

HOURLY

Entry Level

$37,790

ANNUAL

$18.17

HOURLY

Mid Level

$49,420

ANNUAL

$23.76

HOURLY

Expert Level

$101,750

ANNUAL

$48.92

HOURLY


Current Available & Projected Jobs

Securities, Commodities, and Financial Services Sales Agents

930

Current Available Jobs

12,690

Projected job openings through 2032


Sample Career Roadmap

Securities, Commodities, and Financial Services Sales Agents

Job Titles

Entry Level

JOB TITLE

Agent

Mid Level

JOB TITLE

Advisor

Expert Level

JOB TITLE

Director


Top Expected Tasks

Securities, Commodities, and Financial Services Sales Agents


Knowledge, Skills & Abilities

Securities, Commodities, and Financial Services Sales Agents

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Critical Thinking

SKILL

Judgment and Decision Making

SKILL

Monitoring

SKILL

Active Learning

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Deductive Reasoning

ABILITY

Speech Clarity

ABILITY

Written Comprehension


Job Opportunities

Securities, Commodities, and Financial Services Sales Agents

  • Sales Representative
    Realtor.com    Scottsdale, AZ 85250
     Posted about 13 hours    

    Realtor.com is currently looking for a talented individual to join our team in the role of Sales Representative, which is a unique and exciting inside sales role. As a member of this team, you will be required to make a high volume of outbound calls to sell our lead generation product called Connections Plus. Our solution provides real estate agents and brokers with real time buyer leads. We’re interested in people who are hungry sales professionals with a desire to close sales for our realtor.com division which is the industry leader in both content and traffic.

    What we Offer:

    We offer a competitive salary, which consists of a $55,000 base + uncapped commissions for an On Target Earnings of $120,000. Top performers make over $200,000! The average sales representative that completes their 3rd month earns ~$85k annualized in their 2nd and 3rd months so there is legitimate earning potential right out the gates if you hit the ground running!

    We also offer a robust and industry-competitive benefit package starting on day one, such as Medical/Dental/Vision/401k.

    How We Work:

    We balance accelerated creativity and innovation on a foundation of in-person collaboration and flexibility, from inside and outside of our office walls. For most roles, our employees work three days of their choice in our offices and the remaining two days from home. To be considered for this role, you must reside within a commutable distance to our Scottsdale, AZ office.

    This is a hybrid role (3 days of your choice in office, 2 days remote) with a set schedule of Monday – Friday 7:30am-4:30pm MST.

    What you’ll do:

    Generate new business sales to real estate agents and brokers through high volume outbound cold calling (100+ per day)
    Sell our lead generation product called Connections plus which provides real time buyer leads to real estate agents and brokers along with selling other seller, marketing, and branding solutions.
    Utilize a script to speak to key product features, overcome objections, and the ROI prospects stand to make
    Consistently achieve performance goals and key KPI’s– including productivity (call and talk time) and compliance requirements
    Must thrive working in a fast-paced environment where collaborative competition and performance is rewarded

    What you’ll bring:

    1+ years’ experience and proven success in tele-sales (cold calling preferred)
    Demonstrated success in achieving and exceeding sales goals through new customer acquisition and a high level of urgency with outbound prospect follow up
    Excellent verbal and written communications skills.
    Experience with Salesforce CRM or other CRM platforms, with strong computer skills and the ability to manage multiple platforms simultaneously.
    Exudes confidence on the phone and is unafraid to ask questions, offer suggestions and solutions while anticipating their customers’ needs
    Must have the ability to maintain a positive and ‘solution minded’ mindset when faced with challenges, obstacles, and objections from prospective customers.
    How we Reward you:

    Realtor.com is committed to investing in the health and wellbeing of our employees and their families. Our benefits programs include, but are not limited to:

    Inclusive and Competitive medical, Rx, dental, and vision coverage
    Family forming benefits
    13 Paid Holidays
    Flexible Time Off
    8 hours of paid Volunteer Time off
    Immediate eligibility into Company 401(k) plan with 3.5% company match
    Tuition Reimbursement program for degreed and non-degreed programs
    1:1 personalized Financial Planning Sessions
    Student Debt Retirement Savings Match program
    Free snacks and refreshments in each office location


    Area of Interest

    (IT) Information Technology

    Employment Type

    Full Time

  • Sales Representative and Field Trainer
    Summit Business Group    Pine Bluff, AZ
     Posted about 16 hours    

    Position: - Sales Representative and Field Trainer About Us: We are looking for current or former athletes with a competitive mindset. Summit Insurance is on the lookout for driven individuals to join our dynamic sales team as Trainers. This isn't just about selling our top-notch supplemental insurance products; it's about mastering our sales process and stepping into a role where you'll both grow your own business and mentor others in the field. At Summit, we believe in rewarding your "leave it all on the field" mentality. Your hard work and dedication will be directly reflected in your paycheck, making every sale feel like a win. Forget the typical office grindour days are spent out in the field, meeting clients, building relationships, and always feeling the camaraderie of a supportive team. We're searching for people who can push through challenges, stay focused on their goals, and thrive in the hustle. If you're passionate about your own success and helping others achieve theirs, we want to hear from you. At Summit Insurance, we're all about elevating not just your career, but your life. The Role: An energetic, people-loving go-getter will thrive in our Trainer position, making a significant impact. As a Trainer at Summit, you will be the heartbeat of our team, shaping the future of our sales force with enthusiasm and expertise. What We're Looking For: A Natural Leader: Someone who leads by example and isn't afraid to take the initiative. Results-Oriented: Setting goals and working tirelessly to achieve them, always pushing for the next level. People Person: A charismatic personality great at building relationships and motivating others. Adaptable: Thrives in dynamic environments and can adjust their approach to suit different personalities and situations. Creative Thinker: Always looking for new ways to solve problems and improve processes. Why Join Us: Vibrant Culture: Work in a lively, supportive environment where ideas are valued, and growth is a priority. Impact: Play a pivotal role in the success and development of our sales team, shaping the future of Summit Insurance. Growth Opportunities: With our continuous growth, there are endless opportunities for career advancement and personal development. Supportive Team: Join a team of like-minded professionals who are passionate about what they do and are always ready to lend a hand. DUTIES & RESPONSIBILITIES: Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business. Build strong professional relationships and establish trust and rapport with customers. Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting. Report daily sales stats at the end of each day Submit your work schedule and goals to team leader at the beginning of each week Attend business networking events in your territory to accumulate new leads and referrals Re-service your existing client accounts periodically and systematically Enter business client information weekly into CRM The Sales and Leadership Representative dedicates part of their week to making sales, ensuring they meet their own sales goals and objectives. Simultaneously, they balance this responsibility with the important task of training and mentoring new sales agents on the team, helping them develop their skills and achieve their targets. Strong sales skills as well as some type of mentorship or leadership experience is a must for this role. The Sales and Leadership Representative is responsible for supporting the sales staff and increasing sales. Our ideal candidate has the following skills and qualifications: Strong communication skills for interactions with customers and sales staff Leadership skills Strategic planning Familiarity with effective sales strategies Inspirational attitude and ability to create a motivating environment Ability to train others effectively Mastery of Product knowledge Customer service skills We Offer: Virtual classroom training as well as hands-on sales training in your own territory Weekly 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 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion Your New Journey: If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more at www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Sales Representative and Field Trainer
    Summit Business Group    Goodyear, AZ 85395
     Posted about 16 hours    

    Position: - Sales Representative and Field Trainer About Us: We are looking for current or former athletes with a competitive mindset. Summit Insurance is on the lookout for driven individuals to join our dynamic sales team as Trainers. This isn't just about selling our top-notch supplemental insurance products; it's about mastering our sales process and stepping into a role where you'll both grow your own business and mentor others in the field. At Summit, we believe in rewarding your "leave it all on the field" mentality. Your hard work and dedication will be directly reflected in your paycheck, making every sale feel like a win. Forget the typical office grindour days are spent out in the field, meeting clients, building relationships, and always feeling the camaraderie of a supportive team. We're searching for people who can push through challenges, stay focused on their goals, and thrive in the hustle. If you're passionate about your own success and helping others achieve theirs, we want to hear from you. At Summit Insurance, we're all about elevating not just your career, but your life. The Role: An energetic, people-loving go-getter will thrive in our Trainer position, making a significant impact. As a Trainer at Summit, you will be the heartbeat of our team, shaping the future of our sales force with enthusiasm and expertise. What We're Looking For: A Natural Leader: Someone who leads by example and isn't afraid to take the initiative. Results-Oriented: Setting goals and working tirelessly to achieve them, always pushing for the next level. People Person: A charismatic personality great at building relationships and motivating others. Adaptable: Thrives in dynamic environments and can adjust their approach to suit different personalities and situations. Creative Thinker: Always looking for new ways to solve problems and improve processes. Why Join Us: Vibrant Culture: Work in a lively, supportive environment where ideas are valued, and growth is a priority. Impact: Play a pivotal role in the success and development of our sales team, shaping the future of Summit Insurance. Growth Opportunities: With our continuous growth, there are endless opportunities for career advancement and personal development. Supportive Team: Join a team of like-minded professionals who are passionate about what they do and are always ready to lend a hand. DUTIES & RESPONSIBILITIES: Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business. Build strong professional relationships and establish trust and rapport with customers. Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting. Report daily sales stats at the end of each day Submit your work schedule and goals to team leader at the beginning of each week Attend business networking events in your territory to accumulate new leads and referrals Re-service your existing client accounts periodically and systematically Enter business client information weekly into CRM The Sales and Leadership Representative dedicates part of their week to making sales, ensuring they meet their own sales goals and objectives. Simultaneously, they balance this responsibility with the important task of training and mentoring new sales agents on the team, helping them develop their skills and achieve their targets. Strong sales skills as well as some type of mentorship or leadership experience is a must for this role. The Sales and Leadership Representative is responsible for supporting the sales staff and increasing sales. Our ideal candidate has the following skills and qualifications: Strong communication skills for interactions with customers and sales staff Leadership skills Strategic planning Familiarity with effective sales strategies Inspirational attitude and ability to create a motivating environment Ability to train others effectively Mastery of Product knowledge Customer service skills We Offer: Virtual classroom training as well as hands-on sales training in your own territory Weekly 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 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion Your New Journey: If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more at www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Lead Outside Sales Representative
    Summit Business Group    Gilbert, AZ 85299
     Posted about 16 hours    

    Join Our Dynamic Team at Summit Business Group Position: Lead Direct Outside Sales Representative Number of Openings: 1 We are seeking a high achiever who can first and foremost distinguish themselves as a valuable member of our sales force. We are experiencing tremendous growth and ideally, candidates will embody a "leadership by example" mindset. Our top priority is finding someone who aligns with our mission: to help people grow and become a better version of themselves, and help them achieve their goals. 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 Typically, excels at whatever they set out to do DUTIES & RESPONSIBILITIES: Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business. Build strong professional relationships and establish trust and rapport with customers. Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting. Report daily sales stats at the end of each day Submit your work schedule and goals to team leader at the beginning of each week Attend business networking events in your territory to accumulate new leads and referrals Re-service your existing client accounts periodically and systematically Enter business client information weekly into CRM The Sales Team Lead dedicates part of their week to making sales, ensuring they meet their own sales goals and objectives. Simultaneously, they balance this responsibility with the important task of training and mentoring new sales agents on the team, helping them develop their skills and achieve their targets. Strong sales skills as well as some type of mentorship or leadership experience is a must for this role. The Sales Team Lead is responsible for supporting the sales staff and increasing sales. Our ideal candidate has the following skills and qualifications: Strong communication skills for interactions with customers and sales staff Leadership skills Strategic planning Familiarity with effective sales strategies Inspirational attitude and ability to create a motivating environment Ability to train others effectively Mastery of Product knowledge Customer service skills 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 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion Your New Journey: If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more at www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Lead Outside Sales Representative
    Summit Business Group    Sahuarita, AZ 85629
     Posted about 16 hours    

    Position: Trainer - Sales and Leadership Representative About Us: Welcome to Summit Insurance, where we elevate not just your career, but your life! We're a vibrant and forward-thinking insurance company with a mission to protect families and businesses through exceptional supplemental insurance products. At Summit, we believe in fostering an environment where creativity thrives, ambitions soar, and every day brings new opportunities to shine. The Role: An energetic, people-loving go-getter will thrive in our Trainer position, making a significant impact. As a Trainer at Summit, you will be the heartbeat of our team, shaping the future of our sales force with enthusiasm and expertise. What We're Looking For: A Natural Leader: Someone who leads by example and isn't afraid to take the initiative. Results-Oriented: Setting goals and working tirelessly to achieve them, always pushing for the next level. People Person: A charismatic personality great at building relationships and motivating others. Adaptable: Thrives in dynamic environments and can adjust their approach to suit different personalities and situations. Creative Thinker: Always looking for new ways to solve problems and improve processes. Why Join Us: Vibrant Culture: Work in a lively, supportive environment where ideas are valued, and growth is a priority. Impact: Play a pivotal role in the success and development of our sales team, shaping the future of Summit Insurance. Growth Opportunities: With our continuous growth, there are endless opportunities for career advancement and personal development. Supportive Team: Join a team of like-minded professionals who are passionate about what they do and are always ready to lend a hand. DUTIES & RESPONSIBILITIES: Make daily in-person sales calls to small and medium-sized businesses in your territory: Selling Business to business. Build strong professional relationships and establish trust and rapport with customers. Connect with key decision makers at these businesses and schedule appointments to present our supplemental benefits programs to their employees in a group presentation or enrollment-style setting. Report daily sales stats at the end of each day Submit your work schedule and goals to team leader at the beginning of each week Attend business networking events in your territory to accumulate new leads and referrals Re-service your existing client accounts periodically and systematically Enter business client information weekly into CRM The Sales and Leadership Representative dedicates part of their week to making sales, ensuring they meet their own sales goals and objectives. Simultaneously, they balance this responsibility with the important task of training and mentoring new sales agents on the team, helping them develop their skills and achieve their targets. Strong sales skills as well as some type of mentorship or leadership experience is a must for this role. The Sales and Leadership Representative is responsible for supporting the sales staff and increasing sales. Our ideal candidate has the following skills and qualifications: Strong communication skills for interactions with customers and sales staff Leadership skills Strategic planning Familiarity with effective sales strategies Inspirational attitude and ability to create a motivating environment Ability to train others effectively Mastery of Product knowledge Customer service skills 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 10 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion Your New Journey: If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more at www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Sales Representative
    Summit Business Group    San Tan Valley, AZ 85143
     Posted about 16 hours    

    Company: Summit Business Group Position: Sales Representative Number Of Openings: 1 Territory Sales Join our dynamic sales team at Summit where we reward your drive and determination. Current or former athletes or individuals with a competitive mindset typically thrive in this role. As a Sales Representative, you'll be in the field like a star player, conducting business-to-business interactions independently while being part of a supportive team environment. Your key responsibilities will include engaging in business-to-business sales activities within your assigned territory, independently managing daily operations, and collaborating effectively with team members to achieve victory. At Summit, we offer more than just a job. Like a seasoned coach, we provide extensive training to enhance your sales skills and product knowledge, setting you up for success. Enjoy the autonomy of being a playmaker in your daily operations while benefiting from the camaraderie and support of your team. Your performance on the field directly impacts your earnings, with competitive commissions and bonuses based on your sales achievements. Qualifications include a proven ability to thrive in a competitive environment, excellent communication and interpersonal skills, and a self-motivated strong work ethic. If you have a passion for success and are ready to make an impact in a challenging yet rewarding career, apply now and discover why Summit is the ideal fit for your competitive spirit and professional goals. Qualifications: Proven work experience in sales or similar customer facing role Experience in an outside sales position is a plus Door to door sales or business to business experience preferred Ability to manage the full training cycle, including in-person activities and web-based learning Hands-on experience with e-learning platforms Excellent organizational, communication, and presentation skills Compensation and Benefits: Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1. Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions Advancement and promotions based on individual performance Ongoing professional development, advanced sales training, and leadership training Increased schedule flexibility once you have an established book of business Collaborate with like-minded, driven individuals in a family-like culture Additional Position Qualifications: Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges) 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. Valid Driver's License Ability to pass a background check. Embark on a New Journey: If you're ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group. We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace. We look forward to speaking with you! www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Sales Consultant
    Summit Business Group    Scottsdale, AZ 85271
     Posted about 16 hours    

    Join Our Compassionate Team at Summit Business Group Position: Direct Sales Representative Number of Openings: 1 Territory Sales Position Available About Us: At Summit Business Group, we're more than just an insurance agency. We're a growing family dedicated to offering superior supplemental benefits plans to small and medium-sized businesses and their employees. We prioritize building genuine connections and providing empathetic support to everyone we serve. If you thrive in roles where your efforts help improve the lives of others, we're looking for someone like you to fill our Direct Sales Representative role. The Role: As a Direct Sales Representative, you will enjoy the autonomy to manage your own schedule, working hours that coincide with the business hours of the clients you serve. Your main task will be forging lasting relationships with business owners and key stakeholders, understanding their needs, and presenting tailored insurance solutions that make a real difference in their lives. Out in the field, you'll engage directly with potential clients through cold calls and in-person visits using our state-of-the-art Salesforce CRM. Your goal will be not only to close sales but to become a trusted advisor to your clients, ensuring they feel valued and understood. You'll maintain these relationships through effective communication, handling inquiries with care, and providing ongoing support, especially during the claims process. What We're Looking For: Proven experience in sales or customer-facing roles, with a preference for those experienced in outside sales. Ability to conduct full training cycles, including both in-person and online sessions. Excellent organizational, communication, and presentation skills. A deep desire to assist and empower clients, showing genuine concern for their well-being. Health & Life general lines license, or the willingness to obtain it within 90 days (with support from Summit). 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 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. Your New Journey:If you are looking to make a meaningful impact in your career, consider joining Summit Business Group. Here, your compassionate spirit and dedication to service can lead to a fulfilling career. We're excited to redefine what it means to be in insurance sales with a team that values integrity, compassion, and the well-being of its members. Ready to elevate your career at a company that appreciates your nurturing nature? Apply now and let's make a difference together. Learn more and apply at:www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Sales Representative
    Summit Business Group    Tucson, AZ 85775
     Posted about 16 hours    

    Company: Summit Business Group Position: Direct Sales Representative Number Of Openings: 1 Territory Sales About Us: Summit Business Group is a rapidly growing insurance agency committed to providing outstanding supplemental benefits plans to small and medium-sized businesses and their employees. With a focus on excellence and leadership, we are seeking an enthusiastic Direct Sales Representative to join our dynamic and competitive team. The Day To Day Role: As a Direct Sales Representative at Summit Business Group, you will have the freedom to plan your own work schedule and set your working hours each week. Because your primary goal is to establish connections with business owners and key decision-makers at small and medium-sized businesses within your sales territory through in-person sales calls, the hours that you work should/will reflect times when these businesses are open. Cold calling business to business. Unlike traditional office-based roles, you will spend the majority of your day out in the field, cold calling using our Custom Salesforce CRM, building rapport with potential clients, and delivering compelling product presentations. You will be expected to close sales during your initial meetings or schedule follow-up appointments for closure. As part of your role at Summit Insurance, you will be responsible for maintaining strong client relationships through prompt and effective communication. This includes responding to client calls, texts, and emails, addressing their inquiries, and providing guidance throughout the claims process, ensuring a seamless and supportive experience during their time of need. Beyond being a reliable resource for client inquiries, you will also proactively check in with your clients, demonstrating genuine care for their well-being, and actively seeking opportunities to enhance their insurance coverage with additional lines of protection that align with their individual needs. Your dedication to exceptional customer service and your ability to identify opportunities for tailored insurance solutions will be key in providing our clients with the comprehensive protection they deserve. Qualifications: Proven work experience in sales or similar customer facing role Experience in an outside sales position is a plus Door to door sales or business to business experience preferred Ability to manage the full training cycle, including in-person activities and web-based learning Hands-on experience with e-learning platforms Excellent organizational, communication, and presentation skills Compensation and Benefits: Comprehensive training, including virtual classroom and hands-on sales training in your assigned territory Weekly draw pay, short sales cycle with commissions paying out typically within a week, bonus eligibility on day 1. Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions Advancement and promotions based on individual performance Ongoing professional development, advanced sales training, and leadership training Increased schedule flexibility once you have an established book of business Collaborate with like-minded, driven individuals in a family-like culture Additional Position Qualifications: Health & Life general lines license or willingness to obtain within 90 days of job offer (Summit provides a study course and also offers licensing reimbursement for the fees the state charges) 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. Valid Driver's License Ability to pass a background check. Embark on a New Journey: If you're ready to break free from the ordinary and step into a role where your unique spirit leads to success, we invite you to apply and join the Summit Business Group. We are redefining insurance sales, and we're dedicated to equal opportunity employment and fostering a diverse workplace. We look forward to speaking with you! www.yoursummitinsurance.com


    Employment Type

    Full Time

  • Licensed Insurance Sales Representative
    Alleviation Enterprise LLC    Queen Creek, AZ 85143
     Posted about 16 hours    

    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


    Employment Type

    Full Time

  • Entry Level Sales Representative
    Summit Business Group    Flagstaff, AZ 86038
     Posted about 16 hours    

    Position: Entry Level Insurance Agent Company Overview: Step up your game with Summit Business Group, where we transform athletes' drive and determination into success in the competitive world of insurance sales. At Summit, we foster a team-oriented environment that champions excellence, perseverance, and a winning attitude. Our industry-leading training and support will equip you to excel and reach new heights in your career. Role Summary: We are looking for dynamic, motivated individuals to join our sales team. This entry-level position is perfect for those ready to transition their athletic skills into a challenging and rewarding career. While sales experience is a bonus, it's not essential. We value qualities like resilience, adaptability, and a genuine passion for helping others. If you have a competitive spirit and a commitment to excellence, you'll fit right in at Summit. Your dedication and sportsmanship will be the driving force behind your success as you tackle new challenges and score big in the world of insurance sales. Ideal Candidate Profile: Self-starting and confident Demonstrates discipline and purpose Skilled at overcoming objections and closing sales Willing to commit to full-time hours Track record of high performance in personal or professional endeavors Passionate about making a positive impact Thrives in a dynamic sales environment Position Overview: As an insurance agent, you will be responsible for cultivating and managing your own client base. This role involves meeting with business owners and decision-makers to offer our suite of supplemental insurance products and services. You will receive comprehensive training and ongoing support to help you succeed in your assigned sales territory. Responsibilities: Respond to client inquiries via email and phone Schedule and conduct client meetings to assess needs Build and maintain relationships with local businesses Generate new leads through cold calling and networking Set and achieve monthly and quarterly sales goals Collaborate with team members and managers as needed Maintain accurate records of sales activities Compensation and 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 classroom and field training. Licensing reimbursement (of state fees) Extensive training and professional development opportunities Opportunities for advancement and career growth Supportive and inclusive company culture Additional Qualifications: Health & Life general lines license preferred (or willingness to obtain) Bachelor's degree or equivalent work experience Relevant sales experience considered a plus How to Apply: If you are ready to embark on a fulfilling career in sales and make a difference in people's lives, we want to hear from you! Submit your resume and cover letter detailing your qualifications and why you are passionate about joining our team. Summit is an equal opportunity employer committed to diversity and inclusion in the workplace. We encourage individuals of all backgrounds to apply. Visit us at: https://www.yoursummitinsurance.com/


    Employment Type

    Full Time


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