What are the responsibilities and job description for the B2B Sales Professional position at Purpose Driven Financial?
Our Agency is looking to attract top talent, who want the opportunity to sell a product that matters, work with people they love, and grow generational wealth. There are open positions for B2B Sales Professionals as well as opportunities for the right candidate to fast-track into a sales leadership role. If you're a current or former athlete who thrives on competition, discipline, and measurable wins, this is an opportunity to build a high-earning sales career where effort directly impacts income.
Purpose Driven Financial represents Family Heritage, and offers their supplemental benefit programs to both small businesses and their employees and individuals . The highlight of these policies is a built-in Return of Premium Benefit, where individuals have the potential to get back all of their unused premiums (minus claims) subject to terms and conditions of the policy .
As an outside sales and business-to-business sales role you will be able to enjoy the personal interaction and flexibility that most people are looking for right now. You'll spend your days in the field meeting clients, building relationships, and closing deals while still being part of a tight-knit, driven team.
This role is not easy. It is worth it.
THIS IS IS A CAREER, NOT JUST A JOB
Make a Difference – As a sales agent with Purpose Driven Financial, you will provide clients with industry-leading supplemental insurance benefits. Our products protect small businesses, individuals, and families from the financial issues that come from experiencing things like Cancer, Heart or Stroke, an Accident or Injury or even a stay in the ICU.
Realizing Potential – Performance-based Career Advancements are a part of our culture. Your Career growth is based on hard work and results rather than corporate politics or limited promotion opportunities.
Control over Schedule – You will set your own full-time schedule to fit your business into your life rather than squeezing your life into your business.
What We Provide
- Structured virtual and in-field sales training
- One-on-one mentorship with an assigned trainer
- Weekly pay with commission and bonus eligibility from day one with lifetime vesting and renewals
- Quarterly and annual incentive trips, cash bonuses, and stock share bonuses
- Clear advancement opportunities based on performance
- Ongoing professional development and leadership training
- Schedule flexibility after establishing your book of business
- A competitive, supportive culture that feels like a team, not a job
What You'll Do
- Work in your assigned local sales territory
- Meet face-to-face with small and medium-sized business owners
- Present supplemental insurance solutions to owners, managers, and employee groups (up to 100 )
- Generate new business through referrals, warm leads, and in-person prospecting
- Build and manage your own book of business
- Schedule follow-ups and maintain long-term client relationships
- Track and submit daily sales activity and metrics
- Collaborate with your sales manager to set monthly and quarterly goals
Who We're Looking For
- Competitive, coachable, and self-motivated
- Comfortable with rejection and skilled at overcoming objections
- Disciplined, goal-oriented, and results-driven
- Able to work independently while contributing to a team
- Willing to work a full-time schedule (40 hours)
- Proven history of high performance (sports, sales, leadership, or similar)
- Passionate about helping others and making an impact
Additional Qualifications
- Health & Life insurance license (or willingness to obtain licensing reimbursement available)
- Bachelor's degree or 4 years of professional experience
- Candidates within 6 months of degree completion or with relevant outside sales experience will be considered
We strive to find and acquire those who see the world through an abundant lens and won’t settle for “just good enough.”
We are there to help families when they need it the most. Nobody plans to get sick, but it happens. Health insurance may cover the hospital bills, but it won't cover the mortgage or put gas in the car when you can't work. We help families when the unexpected happens. We let them focus on what's important, not where their next nickel and dime will come from.
We specialize in offering affordable supplemental health insurance policies to businesses, as well as families. Purpose Driven Financial is an independent insurance agency partnered exclusively with Globe Life - Family Heritage Division.
Salary : $70,000 - $200,000