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Job Description Position: Direct Insurance Sales Representative Number of Openings: 1 Territory Sales Position Available About Us: At Summit Business Group, we're not just another insurance agency. We're a powerhouse, committed to delivering top-notch supplemental benefits plans to small and medium-sized businesses. We thrive on strength, resilience, and the drive to succeed. If you're a natural leader who thrives on challenges and wants to be part of a winning team, we want you as our Direct InsuranceSales Representative. The Role: As a Direct Insurance Sales Representative, you will be in control, managing your schedule and driving your success. You'll connect with business owners and key decision-makers, showcasing your ability to understand their needs and offer superior insurance solutions that stand out. In the field, you'll take charge, using our advanced Salesforce CRM to engage potential clients through cold calls and in-person visits. Your mission: close deals and become the go-to advisor your clients can rely on. Your assertiveness and confidence will ensure clients feel valued and understood. You'll maintain these relationships with strong, effective communication, handling inquiries decisively, and providing unwavering support, particularly during the claims process. What We're Looking For: • Proven experience in sales or customer-facing roles, especially in outside sales., • Ability to conduct comprehensive training cycles, both in-person and online., • Superior organizational, communication, and presentation skills., • A passion for empowering clients and a strong sense of responsibility for their well-being. This is an outside sales position working in your own assigned sales territory. We will train you to call on small and medium-sized businesses that operate in a variety of industries, meeting face-to-face with business owners and decision-makers to offer some of the industry's best supplemental insurance products and services to them and their employees. You will work with business owners, benefits managers, and their employees individually at times; other times, you will give product presentations with employee groups as large as 50-100+ people. You will be expected to: * Respond to general emails and phone calls from clients * Set follow-up appointments with prospective and current clients to review their needs * Be present on scheduled calls or meetings with your sales team or manager * Call on new businesses, referrals, and existing clients who need to be reserviced: Selling Business to Business * Build and maintain your own book of business * Meet with sales team manager as needed to discuss and set your upcoming monthly and quarterly target sales goals and quotas * Develop relationships with local business owners in your territory * Set your own scheduled working hours and submit them to your sales manager each week * Follow up on provided sales leads and cold-call on businesses in person, balancing "cold" lead generation and sales with your warm leads and appointments with existing clients * Submit your sales metrics and activity daily We Offer: * Virtual classroom training as well as hands-on sales training in your own territory * Weekly draw pay with bonuses and commission eligibility upon start * Quarterly and annual incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions * Advancement and promotions based on personal performance * Excellent ongoing professional development, advanced sales training, and leadership training * Increased schedule flexibility once you have an established book of business * Work around other like-minded, driven, caring people in a culture that feels like a family Additional Position Qualifications: * Already licensed in Health & Life general lines (or willing and able to obtain Health & Life producer license - licensing reimbursement offered) * Bachelor's degree or a minimum of 4 years of professional (post-high school) work experience. Candidates within 6 months or less of degree completion will be considered, as will candidates with less than 4 years of professional work experience who have relevant or specialized outside sales experience. 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:

Job Description We're on a mission to empower our clients and foster the growth of our team. As we venture into new local markets, we seek disciplined individuals craving income control, work-life balance, and opportunities for personal development. Our goal is to find someone aligned with our core values of Ownership, Growth, and Service. Position Description: As a newly hired sales professional, you'll join our comprehensive sales training program, blending online classes with hands-on field training and mentorship in your assigned area. Your field trainer will cover basic sales cycles and advanced techniques. Prior sales experience is appreciated but not required; we will always prioritize training the right person. You'll manage your local territory, engaging with small to medium-sized businesses across different sectors. This involves in-person meetings with owners and decision-makers, introducing them to tailored supplemental insurance solutions. You'll work with individuals and conduct group presentations for 5 to 50+ employees. 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) * Bachelor's 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!

Job Description Priority Financial Group (PFG) in its relationship with TruPartner Credit Union, is looking to add a Financial Advisor to work in their Cincinnati Ohio market. The Financial Advisor will receive referrals from the assigned branch team members who are tasked with welcoming new members and deepening relationships. This advisor will be based at our main office and will have the opportunity to work referrals from the credit union's branch network. About the Role: The purpose is to enhance member and client relationships by providing holistic planning advice, and offering solutions such as, Investments, Insurance, and Estate Planning. Summary of Responsibilities: • Helps clients reach their personal, education, business, retirement, and estate planning goals., • Conducts investment, insurance, and estate planning proposals., • Provides financial education services to credit union members., • Achieves activity and production goals as agreed upon., • Stays current and analyzes market conditions and otherwise educating and updating themselves about financial and investment solutions in the market. Attends training and completes required continuing education. Meets regularly with the Program Manager and trains with the Program Manager., • Drives investment and program initiatives with credit union. Provides regular feedback to the branch employees., • Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan., • Excellent organizational and time management skills. Ability to work independently and proactively demonstrate initiative., • Excellent interpersonal/communication skills., • Pays close attention to detail with a high degree of accuracy., • Excellent grammar skills to initiate, interpret, and compose documents. Basic math skills., • Maintains high level of confidentiality., • Conduct prospective client interview, implement the client's financial plan, and provide servicing appointments with commitment to client satisfaction., • Perform pro-active prospecting activities to Credit Union members and outside of the credit union to introduce new member relationships., • Maintain and document, via Salesforce, regular client annual review meetings to enhance client relationships and to identify additional opportunities to expand the relationship., • Utilize all technology and fact-finding profile forms as required for compliance review including Salesforce., • Perform all related job duties and office operations in accordance with established Credit Union, RIA and Broker Dealer policies and procedures., • Follow credit union policies for compliance with all laws and regulations., • Office space and basic office supplies, • Marketing support from the credit union. This could include introductions to partner organizations & groups, co-sponsorship of workshops or seminars, spotlights in online and/or print materials, etc., • Territories with significant deposit base, which includes current clients who need an advisor to support their financial goals, • The opportunity to find new clients via the Credit Union's client base, • The opportunity to create client solutions without proprietary products, • As a Financial Advisor with PFG, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:, • An open architecture platform with access to thousands of investment products from leading third-party product sponsors, • Resources and expertise across the firm to help you create client solutions, • Need two or more years of experience in related financial planning/sales field, or equivalent combination of education and experience., • Possess clean credit and U-4 CRD history., • Bachelor's (BS) from 4-yr College or University: or associate's (AAS) from two-year College or equivalent job experience., • Possess valid FINRA and State Insurance licensing certifications (Series 7, Series 65 or 66, and Life and Health Insurance)., • Strong understanding of the investment industry, • Excellent interpersonal and listening skills Job Posted by ApplicantPro

Job Description We're 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, we're 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. You'll 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, it's not required. We're 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) * Bachelor's 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!

Job Description The Business Manager is responsible for supporting all departments within the store. This includes: sales, marketing, service and rental. Must be well versed in all aspects of the business and be able to serve as primary back-up for all departments as required. Assist the Sales and Service teams as needed with required documentation. Prepare Vehicle Delivery paperwork including state DMV required documentation for titling and registration purposes. Take all vehicle photos and uploading to SalesForce. Inventory tracking on all new and used vehicles. Helps follow up on customer service ROs including payment and WIP. Assist General Manager in with dealership forecasting and budgeting. Manage the title process and report title status in MobilityForce. Processes vehicle and warranty registrations. Answers BDC leads as they come in and distributes to sales team as necessary. Providing back up to sales if none are available. Must be accessible for BDC Sales calls / appointments on nights and weekends as needed. Submit for manufacturer incentives and rebates for sales team. Obtain finance paperwork and complete RSA and ESC contracts as appropriate. Manage Accounts Receivable responsibilities including daily deposits for all departments, account reconciliation, collection calls as needed, and required paperwork submittals to state and federal accounts for payment. Handle monthly petty cash reconciliation, credit card statements, gas log statements, expense reports, and check requests as needed. Manage and maintain all relationships with vendors, customers, and suppliers. Must be willing to travel to and represent the company at tradeshows, store openings and vendor trainings as needed (will include weekends). Manage the vehicle rental department, schedule rentals, train rental clients on the use of the adaptive equipment, prepare contracts, invoice, prepare and file all related paperwork on a monthly basis. Working knowledge of all products and services provided by the company to our customers. Ability to answer customer questions on both vans and mobility equipment in the absence of the General Manager / Certified Sales Consultant. Adhere to all company policies and procedures, OSHA and other safety regulations, and all state mandated regulations. High school diploma or GED required. Bachelor’s degree preferred 5 years of office management experience Must be able to work independently and have strong ability to multitask Excellent organizational and leadership skills Solid verbal, written, and interpersonal communication skills are required. Experience working independently with minimal supervision is required.

Job DescriptionAre you passionate about driving success in the automotive industry through innovation and diversity? Lendbuzz is seeking a talented Dealership Account Manager to join our dynamic field sales team in Cincinnati, OH. This role is ideal for an auto finance expert eager to boost market share and forge strong relationships with dealership partners.Key Responsibilities • Prospecting and Business Development: Identify and engage potential dealership partners to expand our network and increase market share in the automotive finance sector., • Dealer Support and Relationship Management: Deliver exceptional support to existing dealer partners, ensuring their satisfaction and driving their success., • Market Analysis: Conduct in-depth market research to uncover trends and opportunities in automotive finance, and adjust strategies accordingly., • Brand Promotion: Elevate brand visibility and awareness through strategic outreach and effective communication.Qualifications, • 2–7 years of experience in account management, sales, or business development within automotive lending, finance, or a related field., • At least 2 years of tenure in the most recent position., • Proven experience in auto finance or dealership account management, preferably with hands-on experience in special finance., • Strong interpersonal and negotiation skills, with a track record of successful relationship-building., • Ability to analyze market trends and adapt strategies to achieve business objectives., • Excellent communication skills and a proactive problem-solving approach., • Experience with Salesforce, HubSpot, or other CRM tools., • A strong sense of teamwork with the ability to work independently., • A valid driver's license, a clean driving record, and full coverage insurance., • Outstanding customer service, communication, and organizational skills., • Residence within or near the assigned geographic territory is required.