Enterprise Insurance Sales Executive

Goosehead Insurance Agency; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K Matching

Employee Stock Purchase Plan

Paid holidays, vacation, and sickLeave

Wellness programs

Financial Solutions

Job summary

Goosehead Insurance Agency is seeking an experienced Enterprise Sales Agent to provide quotes, close leads, and retain relationships. The role involves advising clients on policy benefits and tailoring insurance packages to meet their needs.

Responsibilities include handling calls, tracking data via CRM, and working with pre-qualified prospects to build a book of business. Strong sales process experience is preferred, with compliance and target achievement emphasized.

Qualifications

• Experience in managing customer relationships.
• CRM systems experience.
• Sales-focused mindset and client engagement skills.
• Ability to work in a team and be entrepreneurial.

Responsibilities

• Handle inbound and outbound sales calls.
• Work with pre-qualified leads and close sales.
• Track client data and sales activities via CRM.
• Follow up on pipeline queues to ensure sale completion.
• Maintain compliance with business policy requirements.
• Achieve minimum sales targets.

Skills

CRM experience

Customer relationships

Team oriented

Entrepreneurial spirit

Problem solving

Tools

Salesforce

Job description

Goosehead Insurance Agency is seeking an experienced Enterprise Sales Agent to provide quotes, close leads, and retain relationships. The role involves advising clients on policy benefits and tailoring insurance packages to meet their needs.

Responsibilities include handling calls, tracking data via CRM, and working with pre-qualified prospects to build a book of business. Strong sales process experience is preferred, with compliance and target achievement emphasized.