Enterprise Sales Agent l

Goosehead Insurance • Tempe, AZ

16h

About The Position

Goosehead Insurance is seeking an experienced, self-motivated, and driven Enterprise Sales Agent. The role focuses on providing quotes, closing leads, retaining client relationships, advising clients on policy benefits, and tailoring insurance packages to their needs. The agent works in a fulfillment agency environment handling inbound and outbound calls, engaging with pre-qualified prospects, and tracking client data through Salesforce CRM. Goosehead's sales management platform provides a consistent flow of qualified leads to help agents build a book of business. This is described as an entry-level position, and prior insurance experience is not required.

Requirements

• No prior insurance experience is required; the position is entry-level.
• Internal candidates must have 4–6 months of successful performance in their current role before transferring, unless otherwise approved by the Director of Enterprise Sales.
• Must hold a Property & Casualty Insurance License or pass the state licensing exam after hire.
• Must be legally authorized to work in the United States.
• Complete basic sales and product training.
• Achieve 50% of monthly sales goals as a Sales Agent.
• Maintain a good attendance record.
• Experience managing customer relationships.
• Experience with CRM systems.
• Team-oriented approach.
• Entrepreneurial spirit.
• Problem-solving mentality.

Nice To Haves

• Property & Casualty Insurance License (preferred).

Responsibilities

• Handle inbound and outbound sales calls.
• Work with pre-qualified leads and close sales.
• Track client data and sales activities using the CRM system.
• Follow up on pipeline queues to ensure completion of sales.
• Maintain compliance with business policy requirements.
• Achieve minimum sales targets.
• Provide quotes and advise clients on the benefits of various policies.
• Tailor insurance packages to clients' specific needs and retain client relationships.
• Maintain consistent sales activity tracking and reporting.

Benefits

• Voluntary health, vision, disability, life, and dental insurance programs.
• 401(k) matching plan.
• Employee stock purchase plan.
• Paid holidays, vacation, and sick leave.
• Corporate-sponsored programs to enhance physical, financial, mental, and emotional wellness.
• Financial Solution Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed