Inside Sales Specialist
About the role
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 is 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
- Handle inbound and outbound sales calls.
- Work with pre-qualified leads and close sales.
- Track client data and sales activities via CRM.
- 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 passing the state licensing exam, once hired.
- Skills: Experience with managing customer relationships, CRM systems, teamwork, problem-solving, and entrepreneurial spirit.
Skills
- Development: Sales techniques, product knowledge, and 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
- 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.