Acquisition Specialist - State Farm Agent Team Member

Responsive Recruiter

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.

Compensation: $17.00 - $19.00 per hour

My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Grand Prairie, TX and help customers with their insurance and financial services needs, including:

• Auto insurance
• Home insurance
• Life insurance
• Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.