Acquisition Specialist - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Dental insurance
- Health insurance
- Paid time off
- Profit sharing
- Training & development
- Vision insurance
- Youre the person people call first when life goes sideways - calm, steady, and ready to help.
- You genuinely care about your community and are dedicated to providing excellent service that makes a positive impact on the people around you.
- Youre a natural relationship-builder who earns trust quickly and keeps it.
- You listen first, then guide , making customers feel understood while confidently recommending solutions.
- Youre motivated by goals and growth , and you know how to turn needs-based conversations into confident buying decisions that truly help customers.
- Follow up on leads sourced by the agency (quick response + strong conversion habits).
- Set appointments and run effective, needs-based conversations.
- Quote, present options, handle objections, and close new policies.
- Maintain clear and accurate activity/notes in the agency CRM.
- When appropriate for the customer, expand conversations into:
- Homeowners
- Life
- Health
- (Other opportunities as assigned/available based on customer need and agency strategy)
- Use judgment to prioritize the best outcome for the customer and the agency.
- Coordinate smoothly with other producers so the customer experience stays seamless.
- Be professional, responsive, and trustworthy throughout the sales process.
- Ensure smooth handoff to service/support teammates after the sale.
- Help identify opportunities to improve conversion and customer satisfaction.
- Learn agency operations, customer retention drivers, and the full lifecycle of a durable book of business.
- Demonstrate performance, coachability, and leadership potential for an Agent transition when desired.
- New policies/clients written (by line)
- Conversion rate (appointment quote bind)
- Timeliness of follow-up and lead handling
- Pipeline discipline / CRM accuracy
- Quality of customer experience and retention support
Qualifications (Plus-Level) Required
- Proven success in sales/acquisition (insurance preferred, but relevant experience considered).
- Strong consultative selling skills: discovery, needs-based selling, objection handling, closing.
- Professional communication and strong follow-up discipline.
- Ability to work independently with minimal direction.
- Willingness to learn the agency process and uphold conversion standards.
- CRM comfort and accuracy.
- Must be able to obtain and maintain required insurance licenses for the lines you will sell (typically Property & Casualty and, depending on responsibilities, Life & Health ).
- Ability to comply with State Farm/agency requirements.
- Owns outcomes and takes initiative
- Adapts quicklypivots based on customer need (not rigid scripts)
- Coachable and performance-driven
- Interested in long-term career growth (including potential Agent path)
- Base salary + commission
- Additional incentives may be available based on performance and production mix
- Benefits: [insert if applicablehealth insurance, PTO, retirement, etc.]
- Engage with prospective customers through calls, emails, and community outreach.
- Develop and maintain a pipeline of potential new business opportunities.
- Schedule and conduct follow-up interactions to support acquisition goals.
- Collaborate with team members to coordinate outreach strategies.
- Track activity and report progress toward established objectives.
- Maintain compliance with office and regulatory procedures.
- Strong communication and relationship-building skills.
- Detail-oriented and organized, with the ability to manage multiple tasks.
- Comfortable initiating contact and interacting with prospective customers.
- Previous experience in marketing, outreach, or customer service preferred.
- Must be able to obtain applicable state insurance licenses.
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