About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Insurance (Supplemental Insurance Services).

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

This role is an outside territory sales position focused on building a new book of business by meeting with small- and medium-sized businesses in-person. You will represent a Confidential Client’s supplemental insurance products and services and work with sales leadership to grow relationships and revenue across your assigned territory.

• Utilize a Salesforce-based CRM to source and manage leads, track activity, and grow your book of business
• Conduct face-to-face sales calls with business owners, benefits managers, and other decision-makers to present supplemental insurance solutions
• Follow up on referral leads, re-service existing clients, and proactively develop new prospect relationships in your territory
• Respond to client inquiries via phone, email, and text in a timely, professional manner
• Schedule and conduct meetings with potential and current clients to assess needs and close sales
• Attend regular calls and meetings with your sales manager and team; collaborate on strategy and targets
• Set and pursue personal monthly and quarterly sales targets with guidance from your sales manager
• Plan and submit a weekly work schedule; record daily activity and sales metrics at day’s end

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Who You Are / Qualifications

Confidential Client seeks motivated, coachable sales professionals who thrive in a results-driven environment.

• Willing to pass a high-level pre-employment background check
• Active driver’s license and reliable transportation required for territory travel
• Current Health & Life Insurance Producer license in your resident state OR willingness to obtain one (training provided at no cost; licensing fees reimbursement available)
• Bachelor’s degree OR minimum 4 years post-high-school work experience (candidates within 6 months of degree completion or those with relevant sales/athletic backgrounds will be considered)
• Strong interpersonal and communication skills; comfortable presenting to decision-makers in person
• Self-motivated, organized, and able to manage a field schedule independently
• Comfortable with CRM systems (Salesforce experience is a plus) and recording daily sales activity

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Compensation & Benefits

Confidential Client offers performance-driven compensation and a benefits package designed to reward results and growth.

• Weekly draw option plus unlimited commission structure with a short sales-to-pay cycle (approx. 3 business days)
• Monthly cash bonuses, quarterly stock-share bonuses, incentive trips, and vested renewal commissions
• Health, dental, and vision benefits available after 60 days of employment
• Comprehensive classroom and field training program; continuing professional development and leadership training available
• Performance-based promotions and clear paths for advancement
• Flexible schedule control—results-focused rather than hours-focused
• Team-oriented culture with a competitive, success-driven environment

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Tools & Technology

• Salesforce CRM (customized)
• Phone, email, and mobile communication tools for field sales
• Standard office productivity tools (email, calendar, spreadsheets)

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Note on Employment & Privacy

This position is hired by Confidential Client. Careertakes will support the process as a third-party recruiting platform and may provide access to additional matched opportunities. All applicants may be subject to background checks and licensing verification where required.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind.
To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.