Account Representative - State Farm Agent Team Member

You’ll manage the full sales cycle—from initial outreach to needs discovery, proposal presentation, negotiation, and onboarding coordination—while maintaining strong relationships with potential and existing clients. Identify and pursue new business opportunities through outbound prospecting and inbound lead follow-up.

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Training & development
• Vision insurance

Job Summary


As a Sales Representative, you will prospect, qualify, and close new business for [agency services]. You’ll manage the full sales cycle—from initial outreach to needs discovery, proposal presentation, negotiation, and onboarding coordination—while maintaining strong relationships with potential and existing clients.


Key Responsibilities

• Identify and pursue new business opportunities through outbound prospecting and inbound lead follow-up
• Conduct discovery calls/meetings to understand client needs, goals, and decision criteria
• Present tailored solutions and proposals that align with client objectives
• Manage the sales pipeline in [CRM] and keep activity and status updated
• Qualify leads using agreed criteria and ensure proper routing/escalation when needed
• Collaborate with internal teams (e.g., delivery, marketing, customer success) to ensure smooth handoffs
• Present pricing while also educating and showing value
• Maintain a high level of professionalism and responsiveness with prospects and clients
• Participate in sales training, coaching, and continuous improvement

Qualifications

• 0-1+ years of sales experience (agency, SaaS, staffing, advertising, or professional services preferred)
• Proven ability to prospect and close deals (experience with full-cycle sales is a plus)
• Strong communication skills—comfortable presenting and negotiating with decision-makers
• Self-motivated, goal-oriented, and disciplined in managing a sales pipeline
• Proficient with CRM systems and sales tools (HubSpot/Salesforce preferred)
• Ability to handle rejection and persist through a structured sales process
• High school diploma required; Bachelor’s degree preferred

Preferred Skills (Nice to Have)

• Experience selling Property, casualty and life insurance.
• Familiarity with consultative selling and/or value-based selling

Performance Expectations / Success Metrics

• Meet or exceed monthly/quarterly targets for:
  • Qualified leads and/or meetings booked
  • Proposal/submission targets
  • Closed-won revenue
• Maintain pipeline health (e.g., minimum coverage ratio)
• Maintain CRM accuracy and forecasting reliability
• Achieve a consistent follow-up cadence