Enterprise Sales Agent l

Goosehead-Insurance; Tempe (AZ); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401K Matching

Employee Stock Purchase Plan

Paid holidays

Job summary

Goosehead Insurance is seeking an Enterprise Sales Agent in Tempe, AZ to quote, close, and retain clients. You will manage inbound and outbound calls, work with pre-qualified leads, and track activities in Salesforce CRM, aiming to meet monthly sales targets and ensure policy bundles maximize client value.

The role emphasizes building a book of business through high-quality leads, ongoing client engagement, and strict adherence to company policy.

Qualifications

• No prior insurance experience required; entry-level position.
• License (Property & Casualty) preferred or passing state licensing exam after hire.
• Proven sales ability and customer engagement.
• Experience with Salesforce CRM or similar CRM encouraged.

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

Sales techniques

Customer engagement

Team-oriented

Job description

About GooseheadSince 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 SummaryGoosehead 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 ResponsibilitiesThe 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 hiredLegally authorized to work the United StatesSkills 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: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 sale5 - Maintain compliance with business policy requirements5 - 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 AbilitiesExperience with managing customer relationshipsExperience with CRM systemsTeam-orientedEntrepreneurial spiritProblem-solving mentalityBenefits SummaryHigh-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.To learn more about our job opportunities, apply here. We look forward to speaking with you!