Acquisition Specialist - State Farm Agent Team Member

David Peterson - State Farm Agent

Grand Prairie, TX

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JOB DETAILS

SKILLS

Calendar Management, Call Centers, Call Volume, Coaching, Communication Skills, Continuous Improvement, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Customer Support/Service, Dental Insurance, Detail Oriented, Expense Tracking, Health Insurance, Leadership, Organizational Skills, Performance Reviews, Sales, Sales Pipeline, Sales Prospecting, Scripting (Scripting Languages), Training/Teaching, Vision Plan, Website Conversion

LOCATION

Grand Prairie, TX

POSTED

30+ days ago

Benefits:

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

Role Overview

We are seeking a motivated and professional Acquisition Specialist to support 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 — not closing sales.

Key Responsibilities

Client Outreach & 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 services using approved scripts
Build rapport and create a positive first impression of the agency

Appointment Setting & Qualification

Qualify prospects using defined criteria (needs, timing, eligibility, interest)
Schedule appointments accurately on advisor calendars
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 (calls, notes, outcomes)
Maintain clean and organized lead and contact records
Track appointment outcomes and required follow-ups
Flag hot leads or concerns to sales leadership

Performance & Accountability

Meet or exceed daily and weekly activity goals (calls, contacts, appointments set)
Follow all scripts, compliance guidelines, and brand standards
Participate in coaching, role-plays, and performance reviews
Continuously improve appointment conversion and show rates

Qualifications

Strong communication and phone presence
Comfortable with high-volume outbound calling and follow-up
Detail-oriented with excellent organizational skills
Ability to follow scripts while sounding natural and engaging
Experience with CRM systems preferred (training provided if needed)
Prior call center, appointment setting, or customer service experience is a plus

Flexible work from home options available.

Acquisition Specialist - State Farm Agent Team Member

David Peterson - State Farm Agent

Grand Prairie, TX

About the Company

David Peterson - State Farm Agent

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