Account Manager - State Farm Agent Team Member

Benefits

Competitive salary

Opportunity for advancement

Paid time off

Profit sharing

Training & development

We are seeking a motivated and professional Acquisition Specialist to team with 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.

Key Responsibilities
Client outreach and 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 serviced using approved scripts

Build rapport and create a positve first impression of the agency

Appointment Setting and Qualification

Qualify prospects using defined criteria.

Schedule appointments accurately on advisor calendar

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

Maintain clean and organized lead and contact records

Track appointment outcomes and required follow-ups

Flag hot leads or concerns to sales leadership

Qualifications

Strong communication and phone presence

comfortable with high-volume outbound calling and follow up

Detail-oriented with excellent organizational skills

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