B2B Sales Representative

About the role

The role is a true hunter for the Northern California area, specifically Sacramento, San Francisco, or Oakland. Ideal candidates are experienced in business development or outside sales with at least 5-7 years of relevant experience.

Responsibilities

• Own your territory and schedule — this is a true field sales role
• Conduct 8–12 in-person agency visits/day, 4 days per week
• Prospect, qualify, and close new business (outbound first)
• Deliver product value with clarity, confidence, and business impact
• Maintain activity, pipeline, and conversion tracking in HubSpot
• Travel to industry events, trade shows, and conferences

Requirements

• Must be comfortable with both car and air travel
• Able to lift up to 30 lbs (for conference materials, demo kits, etc.)

Qualifications

• 5–7 years of business development or outside sales experience (insurance, financial services, field sales, or related)
• Proven ability to generate your own leads and close without MQLs
• Familiarity with insurance agents or small business B2B buyers is a strong plus
• High outbound tolerance — comfortable cold calling, walking in, and handling objections
• Self-motivated, confident communicator with sharp time management
• Proficient with Excel, PowerPoint, and CRMs (HubSpot a plus)

Skills

• Strategic discovery skills
• Ability to educate agencies on the impact of modern financing and digital payments
• Strong relationship-building and trust-earning abilities

Pay

Base salary: $80k - $105k + commission (uncapped)

Schedule

In-field 4 days/week + regional/national industry events