Financial Services

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

749

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

Supporting Programs

Securities, Commodities, and Financial Services Sales Agents

Sort by:


Northern Arizona University
  Flagstaff, AZ 86011      Certification

Northern Arizona University
  Flagstaff, AZ 86011      Certification

University of Arizona
  Tucson, AZ 85721-0066      Degree Program

Arizona State University
  AZ      Certification

Arizona State University
  AZ      Certification

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

  • Fraud Client Services Rep - ATM Debit - Bilingual (Spanish)
    Bank of America    Phoenix, AZ 85034
     Posted about 9 hours    

    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

    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

    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​​

    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


    Seniority Level

    Entry (non-student)

    Industry

    Financial Services

    Employment Type

    Full Time

  • Government Healthcare Financial Consultant
    MMC    Phoenix, AZ 85060
     Posted 2 days    

    We are seeking a talented individual to join our Government Healthcare Consulting team (GHSC) at Mercer. This role will be based in Phoenix, Atlanta or Minneapolis. This is a hybrid role that has a requirement of working at least three days a week in the office.

    The Government Healthcare Financial Consultant partners with state governments to examine financial reports in order to understand emerging Medicaid health care experience as well as the financial performance of managed care organization and interacts with credentialed actuaries and financial executives to ensure Medicaid dollars are being utilized efficiently. We specialize in assisting government-sponsored programs in becoming more efficient purchasers of health services. We bring the best critical thinkers forward in helping our clients address their issues.

    We will count on you to:


    * Work with client and team project managers to clearly define the scope, timelines and deliverable(s) of the project; ensure development and proposes essential project documents, including the budget and work plans
    * Ensure regular communication with client to review project status and expectations; provide expertise and insight to the client and team to solve potential problems within the project; manage scope of project, budget and timelines

    What you need to have:


    * BA/BS degree
    * 3+ years of healthcare financial analysis experience, including financial modeling, or rate setting
    * Ability to work on team projects and initiatives in a dynamic environment
    * Advanced MS Office skills

    What makes you stand out?


    * Medicaid program experience is strongly preferred

    Why join our team:


    * We help you be your best through professional development opportunities, interesting work and supportive leaders.
    * We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
    * Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

    Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

    Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

    Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

    The applicable base salary range for this role is $68,500 to $137,000.

    The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

    We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.User Supplied Image


    Employment Type

    Full Time

  • Client Manager - Commercial Lines
    MMC    Scottsdale, AZ 85255
     Posted 2 days    

    Position Overview
    The Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.

    Principal Duties and Responsibilities


    * Main point of contact for the client - addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
    * Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
    * Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
    * Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
    * Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
    * Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
    * Conduct all business in accordance with established policies and procedures
    * May attend client meetings on or off site on occasion
    * Other duties as assigned

    Knowledge, Skills and Abilities
    Required:


    * 1 - 3 years in commercial lines insurance
    * Licensed in Arizona Property/Casualty (or ability to transfer existing license)
    * Ability to effectively communicate, both written and verbally, to internal and external parties
    * Excellent time management, organizational and multi-tasking skills with high attention to detail
    * Ability to build and maintain effective relationships with clients, carriers and peers
    * Ability to work independently and in cross-functional teams
    * Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

    Preferred:


    * Some college or technical training in related discipline
    * CIC, CPCU, CRM, CISR designations
    * Previous Sagitta and ImageRight experience

    #MMAWestUser Supplied Image


    Employment Type

    Full Time

  • Sales Representative
    Realtor.com    Scottsdale, AZ 85250
     Posted 3 days    

    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


    Industry

    (IT) Information Technology

    Employment Type

    Full Time

  • Sales Representative and Field Trainer
    Summit Business Group    Pine Bluff, AZ
     Posted 3 days    

    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 3 days    

    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 3 days    

    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 3 days    

    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 3 days    

    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 Representative
    Summit Business Group    Tucson, AZ 85775
     Posted 3 days    

    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


Related Careers & Companies

Financial Services

Not sure where to begin?

Match Careers with Interests

Career Exploration

Browse by Industry