Account Manager - State Farm Agent Team Member

We are seeking a motivated and professional Acquisition Specialist to team with our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations.

Benefits:

• Competitive salary
• Opportunity for advancement
• Paid time off
• Profit sharing
• Training & development

We are seeking a motivated and professional Acquisition Specialist to team with our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations. This position focuses on connection, qualification, and scheduling.

Key Responsibilities

Client outreach and engagement

• Make outbound calls,texts, and emails to prospective and existing clients
• Respond promptly to inbound inquiries and leads
• Deliver a clear, confident overview of serviced using approved scripts
• Build rapport and create a positve first impression of the agency

Appointment Setting and Qualification

• Qualify prospects using defined criteria.
• Schedule appointments accurately on advisor calendar
• Confirm appointments and reduce no-show rates through reminders
• Reschedule or follow up on missed appointments as needed

CRM & Documentation

• Accurately log all activity in the CRM
• Maintain clean and organized lead and contact records
• Track appointment outcomes and required follow-ups
• Flag hot leads or concerns to sales leadership

Qualifications

• Strong communication and phone presence
• comfortable with high-volume outbound calling and follow up
• Detail-oriented with excellent organizational skills