Salesforce Jobs in Delray Beach

About Goosehead

Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Boca Raton, Florida.

Job Summary

The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more.

Principal Duties and Responsibilities

The primary responsibility of an Account Executive is to build a book of business through:

• Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry.
• Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk.

Compensation Summary

The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip.

Experience and Education

• Passing the state licensing exam, once hired
• Legally authorized to work in the United States

Required Skills and Abilities

• Exceptional written and verbal communication
• Experience in a fast-paced work environment
• B2B or B2C sales experience or related college major
• Competitive attitude
• Networking abilities
• Entrepreneurial spirit
• Problem-solving mentality
• Self-motivated, hands on, self-starter mindset that can do the work
• Strong time management
• Strong attention to detail and organization

Benefits Summary

• Benefit offerings vary per agency*

This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision.

To learn more about our job opportunities, apply here. We look forward to speaking with you!

Who We Are

Lifeskills offers personalized and high-quality care for adults with complex mental health disorders. Our comprehensive, whole-person approach, combined with a unique setting and a high staff-to-client ratio, supports individualized attention and real-time interventions, ensuring the best possible outcomes for each client.

Why You Will Love Working With Us!

At Lifeskills, we are a dynamic, dedicated, and growing team of professionals deeply passionate about providing evidence-based and personalized clinical care for mental health disorders and behavioral health conditions.

Since everyone has different experiences with mental health disorders, mental health therapies must be equally as unique to address those diverse needs. Working with qualified doctoral level clinicians at Lifeskills gives individuals the opportunity to develop personalized mental health treatment plans that address their needs and help them take the next step in their recovery.

Our team’s foundation is client centered care and clinical excellence through our 5-star service commitment – Respect, Accountability, Integrity, Flexibility, Service, and Collaboration. We are committed to our team, and our team is committed to our clients!

Relationships and Contacts

Within the organization: Initiates and maintains frequent and close working relationships with the Marketing Manager, Business Development and Outreach teams throughout the Odyssey network and Lifeskills operational and clinical leadership to help with front end call management and client/family enrollment.

Outside the organization: Initiates and maintains strong professional relationships with clients and families, clinical providers, referral partners and vendors, as needed.

How You Will Contribute:

The Admissions Counselor will respond to incoming telephone inquiries, oversee subsequent communications, and actively coordinate multiple phases of the admissions process for clients seeking longer-term behavioral health services provided by the Lifeskills.

Admissions Counselor

The Admissions Counselor works closely with the Marketing Department and the facility-based leadership to support enrollment and engagement activities for Lifeskills South Florida. The role will serve as the key on-site admissions counselor, receives all inquiry and referral calls, conducts onsite client/family tours and communication. The role will also assist with creating and designing client and family facing communication for social media and website content.

Relationships and Contacts

Within the organization: Initiates and maintains frequent and close working relationships with the Marketing Manager, Business Development and Outreach teams throughout the Odyssey network and Lifeskills operational and clinical leadership to help with front end call management and client/family enrollment.

Outside the organization: Initiates and maintains strong professional relationships with clients and families, clinical providers, referral partners and vendors, as needed.

Essential Responsibilities

1. Responds to program inquiries in appropriate and effective manner, communicating knowledge of programs, prices, and admission protocols.
2. Communicates with referents, program participants, and families appropriately and effectively.
3. Uses the referral process as a means of building relationships with new referents.
4. Coordinates and facilitates tours and communicates about program differentiators and key features to potential participants, families, and referents.
5. Assesses incoming enrollment applications for potential treatment needs and refers to the appropriate level of care.
6. Completes all required paperwork to facilitate a smooth enrollment process.
7. Plans and coordinates all enrollments and act as the concierge to ensure that the admissions process proceeds smoothly.
8. Demonstrates the ability to engage clients and families seeking help for internet and gaming addictions.
9. Gathers program pictures and client stories to use through the enrollment, social media, and digital forums.
10. Demonstrates and facilitates customer-oriented engagement of clinical partners, clients, and families.
11. Maintains enrollment and referral information within the Salesforce database to assist with professional, participant and family strategic communication.
12. Supports and promotes an ongoing social media presence for LS:
13. Creates and maintains calendars supporting the strategic plan.
14. Promotes a positive social media presence through posting comments and interactions.
15. Analytics on success / failure of social media
16. Looks for new advertising opportunities on social media.
17. Coordinate the facility tours, events and targeted meetings and conferences with community partners.

Additional Responsibilities

1. Functions within the guidelines of the facility’s Code of Ethics and in accordance with corporate compliance.
2. Assists in promoting and ensuring that the mission, goals, and objectives of LS are understood and actively supported by the employees.

What we offer

• Collaborative environment dedicated to clinical excellence
• Multiple Career Development Pathways
• Company Supported Continuing Education and Certification
• Multiple Health Plan Design Options Available
• Flexible Dental and Vision Plan Options
• 100% Company Paid EAP Emotional Well-Being Support
• 100% Company Paid Critical Illness (with health enrollment plan)
• 100% Company Paid Life and ADD
• 401K with Company Match
• Company-Sponsored HSA, FSA, and DSA Tax Savings Accounts
• Generous Team Member Referral Program
• Parental Leave

Education and Experience

Position requires 2 + years of related experience. Master’s Degree preferred. Ideal candidate should be outgoing, sales-oriented, and able to proactively assist callers who are weighing treatment options for themselves or loved ones. Familiarity with general psychiatric conditions, eating disorders or working experience in behavioral health treatment settings/sales a plus. Demonstrates desire to drive for results steadfastly pushes self to consistently meet and/or exceed goals. Can quickly find common ground and solve problems in collaborative team setting.

Master’s Degree; license or working toward license (MFT, LPC, LCSW, PhD, LMHC, LMFT) in the state of Florida; 2 Years of mental health experience preferred.

Physical Requirements

• While performing the duties of this job, the employee will be required to communicate with peers, clients, families, and other facilities and/or vendors.
• Performs duties that require the employee to sit or remain stationary for extended periods of time.
• Job performance will require the ability to move throughout the building and may require walking around facility grounds.
• While performing the duties of this job, the employee may be required to talk or hear, sit, stand, walk, reach, climb or balance, stoop, kneel, crouch or crawl, taste, or smell.
• Ability to move up to 25 pounds.

Other Requirements

Position requires incumbent to have a valid driver’s license and vehicle insurance.

Skill Competencies

• Demonstrates the working knowledge of the admissions process.
• Demonstrates desire to work with clients with eating disorders.
• Must follow all privacy and confidentiality requirements and regulations.
• Must possess clear understanding of safety and security standards of SH and the employee’s role within those standards.
• Demonstrates strong problem solving and analytical skills and the ability to use sound judgement.
• Demonstrates excellent verbal and written communication skills, while building and maintaining professional relationships.
• Must work within the guidelines of facilities Code of Ethics.
• Demonstrates a strong belief in and commitment to the goals and mission of The Eating Disorder Network.
• Performs other duties as assigned

Lifeskills Behavioral Health provides equal employment opportunities without regard to race, color, creed, ancestry, national origin, ethnicity, sex, gender, sexual orientation, marital status, religion, age, disability, gender identity, genetic information, service in the military, or any other characteristic protected under applicable federal, state, or local law. Equal employment opportunity applies to all terms and conditions of employment. Lifeskills reserves the rights to modify, interpret, or apply this job description in any way the organization desires. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. Reasonable accommodations may be made to reasonably accommodate qualified individuals with disabilities. This job description is not an employment contract, implied or otherwise. The employment relationship remains “At-Will.”