Direct Sales Representative, Insurance B2B
Overview
True North Group seeks a Direct Sales Representative to own a territory in Tampa, Florida, selling insurance plans to small and medium businesses. You'll build relationships with business owners, present to groups of 50-100 employees, and use Salesforce CRM to manage your pipeline. This role offers flexible scheduling, weekly draws, commissions, and career growth. You'll become a trusted advisor, supporting clients through claims and renewals.
What You'll Do9
- 1Build relationships with business owners and key decision-makers through in-person visits and phone calls.
- 2Present insurance products to groups of 50-100 employees, using Salesforce CRM to track leads and follow-ups.
- 3Set up meetings to review client needs and recommend suitable Health & Life insurance plans.
- 4Develop and maintain your own client list through referrals and cold calling in your territory.
- 5Follow up on leads and conduct daily sales activities, reporting progress to your manager.
- 6Collaborate with your manager to set monthly and quarterly sales goals.
- 7Provide ongoing support to clients, answering questions and assisting with claims.
- 8Maintain accurate records in Salesforce CRM, ensuring timely follow-up on all inquiries.
- 9Attend team meetings and training sessions to enhance product knowledge and sales skills.
Requirements8
- 1Health & Life general lines license, or ability to obtain within 90 days (company assists with costs).
- 2Bachelor's degree or 4+ years of work experience; equivalent experience in outside sales considered.
- 31-3 years of sales or customer service experience, preferably in outside sales.
- 4Strong teaching ability, both in-person and online, to educate clients and groups.
- 5Excellent organizational and communication skills for managing multiple accounts.
- 6Proven ability to build and maintain client relationships.
- 7Willingness to work flexible hours, including evenings and weekends, to meet client needs.
- 8Valid driver's license and reliable transportation for local travel.
Salary Insight
Salary not disclosed in listing
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