Direct Sales Representative

True North Group LLC.; Olympia (WA); On-site; USD 50,000 - 75,000; Full time

Job summary

True North Group LLC is seeking a Direct Sales Representative to build lasting relationships with local business owners and teams, educating them on insurance options for their employees.

You will meet clients in person and by phone, set meetings, and present tailored plans using Salesforce CRM. A Health & Life license or willingness to obtain one within 90 days is required; outside sales experience is a plus, and you will control your own schedule.

Qualifications

• Experience in sales or outside sales.
• Ability to teach others, in person and online.
• Organized and able to communicate clearly.
• Strong desire to help and care for others.
• Health & Life general lines license or ability to obtain within 90 days.

Responsibilities

• Visit small and medium businesses in your area to assess needs.
• Present insurance products and recommendations to business owners.
• Respond to emails and phone inquiries from clients.
• Set up meetings to review client needs.
• Attend team or manager meetings.
• Develop and maintain a personal client list.
• Reach out to new businesses and handle referrals.
• Meet monthly and quarterly sales targets with your manager.
• Provide ongoing support, including claims assistance.
• Share your schedule with your manager weekly.
• Report daily sales activities.

Skills

Outside sales

Customer relationships

Organization

Communication

Teach others

Education

Bachelor’s degree or 4 years of work experience

Tools

Salesforce CRM

Job description

Join Our Team at True North Group!

Position: Direct Sales Representative

Number of Openings: 1 Territory Sales Position Available

About Us: At True North Group, we’re more than just an insurance agency – we’re dedicated to offering helpful insurance plans to small and medium-sized businesses and their employees. We believe in building real connections and providing great support. If you enjoy helping people and building lasting relationships, we want you to join us as a Direct Sales Representative.

The Role: As a Direct Sales Representative at True North Group, you’ll have the freedom to set your own schedule. You’ll work during the hours that fit the businesses you’re helping. Your main job will be building strong relationships with business owners and their teams. You’ll get to know their needs and help them find the best insurance plans for their employees.

You’ll meet people in person and also reach out by phone, using our easy‑to‑use Salesforce CRM system. Your job isn’t just about making sales – it’s about becoming a trusted advisor to your clients and helping them feel cared for. You’ll keep in touch with them, answer their questions, and support them through things like claims.

What We’re Looking For

• Experience in sales or working with customers, especially outside sales.


• Ability to teach others, both in person and online.


• Good at staying organized and talking to people clearly.


• A strong desire to help and care for others.


• Health & Life general lines license, or the ability to get it within 90 days (we’ll help you with this).

Position Overview

This is an outside sales job where you’ll work in your own area. You’ll be trained to visit small and medium businesses, talking to business owners and key decision‑makers about our insurance products. You’ll also give presentations to groups of employees, sometimes as large as 50‑100 people. Your tasks will include:

• Responding to emails and phone calls from clients.


• Setting up meetings to review client needs.


• Attending meetings with your team or manager.


• Finding new businesses, taking care of referrals, and helping current clients: Business to Business Sales.


• Building and keeping up your own client list.


• Working with your manager to set sales goals each month and quarter.


• Building relationships with local business owners.


• Setting your own work schedule and sharing it with your manager each week.


• Following up on leads and cold calling new businesses in person.


• Reporting your daily sales activities.

We Offer

• Training both online and in the field.


• Weekly draw pay with bonuses and commission eligibility upon start


• Quarterly and yearly incentive trips, cash bonuses, stock share bonuses, and lifetime-vested renewal commissions.


• Career growth opportunities based on how well you do.


• Continued training to improve your skills and grow as a leader.


• More flexible hours once you build your client list.

Additional Position Qualifications

• Already licensed in Health & Life general lines, or willing to get your Health & Life license (we’ll help with the cost).


• Bachelor’s degree or at least 4 years of work experience. We’ll also consider candidates finishing their degree soon or with experience in outside sales.