Sales Team Leader

Job Description

Job Description

Company Overview:

At Executive Financial Partners, we are looking for a top performer to join our sales team. As we continue to grow, we need someone who naturally leads by example and thrives in a fast-paced, results-driven environment. We're seeking individuals who are passionate about our mission—to help better the lives of our agents as well as our clients.

Position Description:

In this role, you’ll lead direct sales efforts in your territory, working closely with businesses across different industries. With our advanced training, you’ll quickly build strong relationships with business owners and decision-makers, driving success in promoting our supplemental insurance products and services. As a sales team leader, you’ll guide your team, strengthen client relationships, and ensure your territory achieves its goals.

As a Sales Team Lead, you’ll balance closing personal sales while mentoring both new and experienced team members, helping them achieve their goals and set new standards of success.

Core Responsibilities:

• Meet with business owners and decision-makers to understand their needs and present tailored supplemental insurance solutions that protect their employees and strengthen their benefits package.

• Conduct one-on-one consultations with employees to ensure they fully understand their coverage options and feel confident in their choices.

• Deliver engaging group presentations that clearly communicate the value and impact of our products.

• Build long-term relationships with clients through exceptional service, follow-up, and policy reviews.

• Manage and grow your own book of business, becoming a trusted advisor in your territory.

• Use Salesforce CRM to generate leads, manage clients, and grow your network.

Qualifications

• Valid driver’s license, reliable transportation, and the ability to pass a background check.

• Active Health & Life license (or willingness to obtain—training and reimbursement provided).

• Bachelor’s degree or 4+ years post-high school experience.

• Competitive background in sales, sports, or leadership is highly valued.

• 2+ years of B2B sales experience and/or prior leadership/management experience.
  

What We Offer

• Paid training with classroom and field mentorship.

• Weekly draw option, uncapped commissions, bonuses, incentive trips, and vested renewals.

• Health benefits (Blue Cross/Blue Shield) after 60 days.

• Performance-based promotions and flexible scheduling.

• Professional development, advanced sales training, and leadership growth.

• A high-energy, team-driven culture built on camaraderie and results.

Apply now to be a part of a team that embraces challenges and rewards efforts!