Enterprise Sales Agent l

Goosehead Insurance • Tempe, AZ

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About The Position

Goosehead Insurance is seeking an experienced, self-motivated, and driven Enterprise Sales Agent. The role focuses on providing insurance 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 and engaging with pre-qualified prospects. The role uses Salesforce CRM to track client data and sales activity. Goosehead's sales management platform provides a consistent flow of qualified leads to help agents build a book of business. No prior insurance experience is required; this is an entry-level position.

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.
• Legally authorized to work in the United States.
• Experience managing customer relationships.
• Experience with CRM systems.
• Team-oriented approach.
• Entrepreneurial spirit.
• Problem-solving mentality.
• Complete basic sales and product training.
• Maintain a good attendance record.
• Achieve 50% of monthly sales goals as a Sales Agent.

Nice To Haves

• Property & Casualty Insurance License, or the ability to pass the state licensing exam once hired.

Responsibilities

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

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