Account Executive Insurance Sales Dallas | Goosehead
Overview
As an Account Executive at Goosehead Insurance in Dallas, you will build your own book of business by forging referral partnerships with real estate and mortgage professionals. You'll analyze client needs across a large carrier portfolio and deliver custom risk solutions. This role offers a pathway to licensure and uncapped growth in a performance-driven culture.
What You'll Do8
- 1Build a book of business by prospecting and establishing referral relationships with real estate and mortgage professionals.
- 2Consult with clients to understand their insurance needs, compare options from a broad carrier portfolio, and design custom coverage to reduce household risk.
- 3Pass the state licensing exam within the first 90 days to independently sell personal lines insurance.
- 4Develop and execute a territory plan to generate leads and convert prospects into long-term clients.
- 5Maintain accurate records of client interactions and policies using internal CRM tools.
- 6Collaborate with underwriters and carrier partners to secure competitive pricing and coverage.
- 7Achieve monthly sales targets while delivering a high-touch client experience.
- 8Stay current on market trends and carrier product changes to advise clients effectively.
Requirements9
- 1Bachelor’s degree with a 3.0 GPA preferred.
- 2Pass the state licensing exam within 90 days of hire.
- 3Legally authorized to work in the United States.
- 41+ years of B2B or B2C sales experience or a related college major.
- 5Strong written and verbal communication skills.
- 6Demonstrated networking and relationship-building abilities.
- 7Entrepreneurial mindset with a problem-solving approach.
- 8Self-motivated with proven time management and organizational skills.
- 9Results-driven with high integrity and honest communication.
Salary Insight
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