Acquisition Specialist - State Farm Agent Team Member
David Peterson, Grand Prairie, Texas, United States, 75051
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.
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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.
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