Enterprise Sales Agent l

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

About Goosehead

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.

Attendance: Maintain a good attendance record.

Training: Completion of basic sales and product training.

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 completion of sale.
• Maintain compliance with business policy requirements.
• 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
• Entrepreneurial spirit
• 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.
• Financial Solution Program.

Equal Employment Opportunity

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.