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Relationship Specialist

4 months ago

Dallas, United States Goosehead Insurance Agency Full time

Job Title: Referral Partner Development Specialist

Location: Westlake, TX

Status: Exempt

Department: Agent Support

Reports to: Managing Director


About Goosehead

Goosehead Insurance is one of the largest and fastest growing, publicly traded personal lines insurance agency in the US. We provide a best-in-class way for clients to shop for and buy personal line insurance, knowing they have the right coverage at the best price. Goosehead was founded on the premise that the client should be at the center of our universe, and we believe that building for the best client experience imaginable will lead to sustained growth.


Our mission is to deliver an unrivaled insurance experience through the power of choice, candid advice, and passionate service. We offer access to over 140+ insurance companies, at a single destination, where consumers can come for a range of quotes and insights, rather than searching company by company, site by site. Our innovative technology and network of over 2,000 expert agents across 11 corporate sales offices and 1400+ franchise locations enable us to efficiently shop the market for consumers while providing them expert and region-specific advice, a key differentiator from other independent agencies in the market.


We are proud of our diverse and inclusive culture that results from the principles of meritocracy and servant leadership. All our management, internal committees, and groups value our diversity and promote inclusion and belonging across the organization.


Job Summary

We are looking for a Referral Partner Development Specialist who has a proven track record in building and maintaining relationships with key players in the real estate industry. As a RP Development Specialist, you will work closely with our new sales agents to ensure they execute on our go-to-market strategy and increase overall productivity across our existing sales force. You will be responsible for meeting with and taking agents out on marketing visits to help them strategize, build confidence, and overcome objections in the field. The objective is to help them develop relationships, drive lead flow, and build strong networks. You will leverage your existing experience and knowledge within the real estate industry to better equip our agents in identifying and engaging quality referral partners. Must have strong communication skills, which will enable you to effectively engage with prospects, articulate our value proposition, and tailor your approach to the referral partner’s pain points and needs. You exhibit resilience when faced with rejection or setbacks and adapt easily to any situation. You are excellent at time management and extremely organized


Principal Duties and Responsibilities

  • Effectively manage and prioritize a varied workload
  • Planning travel and coordinating schedules with agents to take out on marketing visits
  • Planning and completing virtual pipeline reviews with agents
  • Track and report on specific agent productivity metrics
  • Collaborating with internal teams to provide necessary support and resources to our agents


Experience and Education

  • Bachelor’s Degree
  • At least 2 years of relevant experience - preferably Business Development for a Title company


Required Skills, Abilities, Soft Skill Factors

  • A proven track record of developing relationships and driving lead generation
  • Ability to communicate effectively in an engaging manner with strong interpersonal skills
  • Approachable, quick on your feet, and know how to drive a conversation
  • Hands on, self-starter mindset that can work autonomously
  • Results and continuous improvement driven
  • High integrity and honest communication
  • Ability to build relationships and collaborate across the organization, serving as a resource to others, inclusive and respectful of others’ expertise and perspectives
  • Strong attention to detail and organization
  • Proactive in taking initiative, continue to sharpen skills and seek out new opportunities for growth


Working Conditions/Physical Demands

A large part of the role is in the field meeting with agents and Referral Partners. Every member of the team has a territory and travels weekly to visit agents in the field. Needs to be able to drive a vehicle and be comfortable with commuting and travel in car and plane.


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.