Insurance Account Representative - State Farm Agent Team Member

Job Description

Job Description

Benefits:

• Bonus based on performance
• Competitive salary
• Free food & snacks
• Signing bonus
• Training & development
• Wellness resources

Overview: Colton Kantola State Farm is seeking a motivated and dynamic Sales Team Member to join our State Farm agency. This position is ideal for individuals who are passionate about helping clients with their insurance and financial needs while driving sales and building relationships. The successful candidate will work closely with the agent and the sales team to achieve daily and monthly sales goals while providing exceptional service to our clients.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

RESPONSIBILITIES:

• Licensing and Compliance: Obtain and maintain licenses in Property, Casualty, Life, Accident, Health, 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.
• 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.

QUALIFICATIONS:

• High school diploma or equivalent; bachelor’s 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.

What We Offer:

• Competitive salary with performance-based incentives.
• Comprehensive training and development opportunities.
• Licensing support for required insurance and financial licenses.
• A supportive team environment with ongoing coaching and mentorship 
• Commission based on premium sold