Enterprise Sales Agent

Goosehead Insurance; Town of Texas (WI); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Disability insurance

Life insurance

Dental insurance

401K Matching

Employee Stock Purchase Plan

Job summary

Goosehead Insurance is seeking an experienced Enterprise Sales Agent to quote, close leads, and retain client relationships in a dynamic inside sales environment. You will advise on policy benefits and tailor insurance packages to client needs, using Salesforce to track data and nurture prospects.

The role emphasizes inbound/outbound calling, building a robust book of business, and leveraging a strong commission structure alongside a base salary.

Qualifications

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

Responsibilities

• Handle quotes, close leads and maintain relationships with clients.
• Advise clients on benefits of various policies and tailor insurance packages to meet needs.
• Track client data and interactions using Salesforce CRM.
• Engage with inbound and outbound calls to build a book of business.

Skills

Inside sales

CRM experience

Client relationship management

Team-oriented

Problem solving

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 inside sales 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.

Role Requirements:

• Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired
• Legally authorized to work the United States

Required Skills and Abilities

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

Compensation Summary

• This position has a base salary of $50k in addition to a highly competitive commission structure.

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.