Key skills
Time ManagementSales
About this role
Role Overview
- Own your territory and schedule — this is a true field sales role
- Conduct 8–12 in-person agency visits/day , 4 days per week
- Prospect, qualify, and close new business (outbound first)
- Deliver product value with clarity, confidence, and business impact
- Maintain activity, pipeline, and conversion tracking in HubSpot
- Travel to industry events, trade shows, and conferences
Requirements
- 5–7 years of business development or outside sales experience (insurance, financial services, field sales, or related)
- Proven ability to generate your own leads and close without MQLs
- Familiarity with insurance agents or small business B2B buyers is a strong plus
- High outbound tolerance — comfortable cold calling, walking in, and handling objections
- Self-motivated, confident communicator with sharp time management
- Proficient with Excel, PowerPoint, and CRMs (HubSpot a plus)
Benefits
- Competitive base + commission (uncapped)
- Travel required: In-field 4 days/week + regional/national industry events