Enterprise Sales Agent

About the role

Since 2003, Goosehead Insurance has disrupted the insurance industry by offering clients the power of choice, employing a smarter marketing approach, and providing world-class service. This is achieved through a focus on hiring and retaining extraordinary people. Clients trust Goosehead with their most valuable possessions, which is why the company is selective when hiring new team members.

Job Summary

Goosehead Insurance is seeking an experienced, self-motivated, and driven Enterprise Sales Agent to join our team. The primary responsibilities of this role include giving quotes, closing leads, and maintaining client relationships. Additionally, the agent will advise clients on the benefits of various policies and tailor insurance packages to meet their specific needs.

Principal Duties and Responsibilities

• Handle inbound and outbound sales calls.
• Work with pre-qualified leads and close sales.
• Track client data and sales activities via Salesforce CRM system.
• Follow up on pipeline queues to ensure completion of sales.
• Maintain compliance with business policy requirements.
• Achieve minimum sales targets.

Requirements

• 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 pass the state licensing exam, once hired.
• Legally authorized to work in the United States.

Skills

• Sales techniques
• Product knowledge
• Customer engagement

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.
• 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.

Benefits Summary

• High-quality voluntary health, vision, disability, life, and dental insurance programs.
• 401K Matching 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.