Enterprise Sales Agent l

Goosehead Insurance Agency LLC; Tempe (AZ); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health insurance

401K Matching Plan

Employee Stock Purchase Plan

Paid holidays, vacation, and sickleave

Job summary

Goosehead Insurance is seeking an experienced Enterprise Sales Agent to quote, close leads, and retain relationships. You will advise clients on policy options and tailor packages to meet needs.

The role involves handling inbound/outbound calls, tracking data in Salesforce, and leveraging qualified leads to grow a book of business. Prior inside sales or insurance experience is helpful; a license is preferred.

Qualifications

• No prior insurance experience required; entry-level position.
• Property & Casualty Insurance License (Preferred) or passing the state licensing exam, once hired.

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.

Skills

Sales techniques

CRM experience

Customer engagement

Team oriented

Entrepreneurial spirit

Problem solving

Education

Property & Casualty License (Preferred)

Tools

Salesforce CRM

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:

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.
6. 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.

Our Culture

Since 2003, Goosehead has been changing the face of the insurance industry and making the search for great coverage a piece of cake. We’re committed to finding the best policies and rates, and that starts with our team. Our people are smart, inclusive, hungry for success, and strive everyday to win. There is noble purpose in all our efforts. The work we do matters. Not only are we fixing a broken industry, we get to win professionally and financially while doing it. If you think you have what it takes to grow with our company, we would love to meet you.