Account Representative - State Farm Agent Team Member
Job Description
Job Description
Benefits:
- Bonus based on performance
- Competitive salary
- Free food & snacks
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- Licensing and Compliance: Obtain and maintain licenses in Property, Casualty, Life, Accident, Health, Bank, and opportunity for series 6, 63, and 65.
- Lead Follow-Up: Follow the daily lead follow-up action plan for new leads to maximize conversion opportunities.
- Appointment Scheduling: Schedule simple conversation appointments for themselves to engage potential clients.
- 80 phone calls (40 from marketing lists and the natural market).
- Client Service: Provide exceptional service to new clients for the first six months, ensuring a positive onboarding experience.
- Production Monitoring: Continuously monitor personal production metrics to achieve sales goals and identify areas for improvement.
- Goal Setting: Participate in weekly one-on-one meetings with the agent to discuss personal goals and progress.
- Team Collaboration: Attend weekly sales team meetings with the agent to discuss market trends, office goals, and strategies for success.
- High school diploma or equivalent; bachelors degree preferred.
- Previous sales experience, preferably in insurance or financial services, is an advantage.
- Strong interpersonal and communication skills, with an emphasis on customer service.
- Ability to work independently and as part of a team.
- Proficient in using technology and software.
- Goal-oriented with a track record of meeting or exceeding sales targets.
- Strong organizational skills and attention to detail.
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