Teams at Goosehead Insurance

Sell personal insurance by prospecting and building referral partner relationships with real estate and mortgage professionals; assess client needs, compare carriers, and recommend customized household insurance solutions.

Generate new business by prospecting and building referral partner relationships with real estate and mortgage professionals. Advise clients on insurance needs, analyze carrier options, deliver custom household risk solutions, and meet individual and team revenue targets.

Entry-level retention specialist who re-markets expiring or at-risk policies, executes multi-carrier reshops, presents alternative coverage, and identifies cross-sell opportunities. Provides high-touch client service, documents interactions in agency systems, follows scripts and compliance standards, completes required training, and maintains an active state insurance license to support retention and agency revenue goals.