Enterprise Sales Agent
At a glance
Mid-level Account Executive role at Goosehead. Orlando · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Handle incoming and outgoing sales calls, using qualified prospects to secure policies
- Explain policy options and shape insurance packages around each client's needs
- Keep customer information and sales actions current in Salesforce CRM
- Work pipeline follow-ups through completion while meeting compliance and sales requirements
What you bring
- You can manage customer relationships and use CRM systems to record sales activity
- You need U.S. work authorization and must complete the required sales and product training
- You must reach at least half of the monthly policy and new-business revenue target
- A Property & Casualty license is preferred, or you can pass the state licensing exam after hiring
Who this fits
This entry-level role suits someone motivated by inside sales, customer engagement, and a structured flow of qualified leads. You will handle both inbound and outbound calls and work from the Orlando location. The job calls for consistent attendance, sales activity tracking, and progress toward defined targets.
From the employer
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
5 - 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.
To learn more about our job opportunities, apply here. We look forward to speaking with you!
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