Benefits Sales Agent; Remote
McKinney, Collin County, Texas, 75069, USA
Listed on 2026-06-01
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Sales
Sales Development Rep/SDR, Sales Representative
The Mission
Creative Insurance Group is leading the evolution of employee benefits in North Texas. We don't do "standard." We specialize in Option C—creative, flexible insurance strategies that empower small businesses. We are a growth-oriented firm, and we are looking for disciplined, hungry individuals to help us scale our outreach.
The Opportunity:Focused Execution
We provide the engine; you provide the fuel. We have built a world-class IT and sales infrastructure so you can focus on one thing: the conversation. You aren't expected to "guess" how to win. We provide the scripts, the daily schedules, and the lead database to ensure your activity leads to results.
Your Day-to-Day:
- High-Volume Outreach: Working our verified database of North Texas companies.
- Lead Prospecting: Utilizing Hub Spot to manage contacts and track every touchpoint.
- Appointment Setting: Securing in-person appointments for our qualified closers.
- Mastery: You will initially work alongside a senior closer, learning the "Option C" strategy firsthand.
Graduate to Colonial Sales Representative
This is a "Path to Colonial Sales Representative" role. As you demonstrate a mastered understanding of our Three Pillars (Core Health, Well-being, and Strategic HR) and consistently hit your appointment metrics, you will graduate to a higher role, managing your own deals and earning higher commission splits.
Requirements- Texas Insurance License: You must hold (or be willing to obtain - we will assist you) a Texas General Lines (Life, Accident, Health & HMO) license.
- Discipline: You thrive in a structured environment. You follow scripts and stick to a schedule.
- Tech-Savvy: You can navigate Hub Spot (we will train you) and modern tools with ease.
- Communication: You have a professional, persuasive presence on the phone and in person.
- Resilience: You are motivated by a commission-based structure where your income is a direct reflection of your activity.
- Support: We provide the tools, playbooks, and guidance.
- Mentorship: You won't be flying solo. You'll be supported by a team that has held C-suite roles in major IT and insurance firms.
- Local Impact: We are building something special right here in McKinney, TX.
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