Direct Sales Representative, Insurance B2B
Overview
True North Group seeks a Direct Sales Representative to own B2B insurance sales in the Dallas territory. You will build relationships with business owners, present to groups of 50-100 employees, and manage a client pipeline using Salesforce CRM. You will have autonomy to set your schedule, with training provided. This role offers uncapped commission, quarterly incentives, and career growth.
What You'll Do9
- 1Build and maintain a client list of small and medium-sized businesses in your territory.
- 2Drive B2B sales by meeting business owners in person and cold calling new prospects.
- 3Present insurance plans to employee groups, tailoring solutions to their needs.
- 4Manage inbound and outbound client communications via email and phone.
- 5Schedule and conduct client needs assessment meetings.
- 6Respond to client questions and support them through claims.
- 7Track all sales activities and report daily progress to your manager.
- 8Collaborate with your manager to set monthly and quarterly sales goals.
- 9Attend team and manager meetings to align on strategy.
Requirements9
- 12+ years in outside sales or customer-facing roles.
- 2Health & Life general lines license or ability to obtain within 90 days.
- 3Bachelor's degree or 4+ years of work experience.
- 4Proven ability to teach others in person and online.
- 5Strong organizational and communication skills.
- 6Track record of building long-term client relationships.
- 7Ability to set and manage your own schedule.
- 8Experience with Salesforce preferred but not required.
- 9Valid driver's license and reliable transportation for travel in territory.
Salary Insight
Salary not disclosed in listing
Location
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