What are the responsibilities and job description for the Lead Sales Representative position at Executive Financial Partners LLC?
Company Overview:
At Executive Financial Partners, we help businesses and individuals protect what matters most with premium supplemental health insurance benefits. Our team is built for high performers—people who take ownership, embrace challenges, and deliver measurable results. We’re looking for a Lead Sales Representative who thrives in a fast-paced, results-driven environment, someone who can lead by example while building meaningful relationships with business owners and decision-makers in their territory.
Position Description:
In this role, you’ll balance closing your own sales while mentoring and guiding your team to achieve—and exceed—their goals. We want experienced, driven professionals with a proven track record of success. You’ll receive hands-on training, direct mentorship from top performers, and the tools to make a lasting impact on your team and the organization.
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!
www.efpartnersllc.com