Enterprise Sales Agent

Goosehead Insurance; Orlando (FL); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Disability insurance

Life insurance

Dental insurance

401K Matching

Employee Stock Purchase Plan

Paid holidays, vacation and sick leave

Job summary

Goosehead Insurance is seeking an experienced, self-motivated Enterprise Sales Agent to quote, close leads, and maintain client relationships. You will tailor insurance packages to meet client needs and manage the sales process in a fulfillment environment.

The role involves inbound/outbound calls, pre-qualified leads, and CRM-based activity tracking using Salesforce. Prior insurance experience is not required, but licensing is preferred and U.S. work authorization is required.

Qualifications

• No prior insurance experience required; entry-level position.
• License in Property & Casualty (Preferred) or passing state licensing exam after hire.
• Legally authorized to work in the United States.

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

Customer relationship management

CRM experience

Team-oriented

Problem-solving mindset

Tools

Salesforce CRM

Job description

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions so, we’re more than just a bit selective when it comes to hiring new team members.

Job Summary

Goosehead Insurance is currently seeking an experienced, self-motivated, and driven Enterprise Sales Agent to join our team. The focus of the Enterprise Sales Agent to give quotes, close leads, and retain relationships. They will also advise clients on the benefits of various policies as well as tailoring insurance packages to meet their specific needs.

Principal Duties and Responsibilities

The Enterprise Sales Agent will be working in an fulfillment agency environment working with both inbound and outbound calls. They will also track client data through Salesforce CRM system and engage with pre-qualified prospects. Goosehead's sales management platform provides our agents a consistent flow of qualified leads to help build a book of business.

A successful candidate will have experience in inside sales or the insurance industry, with expertise in the sales process and client management.

Requirements:

Experience:

• No prior insurance experience required; entry-level position. Internal candidates must have 4-6 months of successful performance in their current role before a transfer is acceptable, or otherwise approved by the Director of Enterprise Sales.
• Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired
• Legally authorized to work the United States

Skills Development: Sales techniques, product knowledge, and customer engagement.

Performance: Achieve 50% of monthly sales goals as a Sales Agent.

Training: Completion of basic sales and product training.

Responsibilities:

1 - Handle inbound and outbound sales calls.

2 - Work with pre-qualified leads and close sales.

3 - Track client data and sales activities via CRM.

4 - Follow up on pipeline queues to ensure completion of sale

5 - Maintain compliance with business policy requirements

5 - Achieve minimum sales targets.

Key Performance Indicators (KPIs):

Minimum Monthly Sales Target: Achieve 50% of the monthly sales goal in policies, new business revenue. Specific metrics may be evaluated to assess skill development and performance progression.

Call Quality & Conversion: Effective customer engagement and conversion from leads to bound policies, bundled policies, and referrals.

Sales Activity: Consistency in tracking and reporting sales data.

Required Skills and Abilities

• Experience with managing customer relationships
• Experience with CRM systems
• Team-oriented
• Problem-solving mentality

Benefits Summary

• High-quality voluntary health, vision, disability, life, and dental insurance programs.
• 401K Matching Plan.
• Employee Stock Purchase Plan.
• Paid holidays, vacation, and sick leave.
• Corporate sponsored programs to enhance employee physical, financial, mental, and emotional wellness.

Goosehead is an equal opportunity employer and complies with all applicable federal, state, and local laws, rules, guidelines, and regulations. Goosehead strictly prohibits and does not tolerate unlawful discrimination against employees, applicants, or any other covered person because of race, color, religion, creed, national origin, ancestry, ethnicity, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender, gender identity, transgender status, age, physical or mental disability, veteran status, uniformed service, genetic information, or any other characteristic protected by applicable law. All applicants for employment and all Goosehead employees are given equal consideration based solely on job-related factors, such as qualifications, experience, performance, and availability.