Account Manager - State Farm Agent Team Member

Benefits 401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview Our team is seeking a driven and organized Sales Manager / Account Manager to help lead sales performance, reinforce processes, and coach team members toward individual and collective growth. This role plays a vital part in ensuring that the agency’s sales strategies, team accountability, and performance standards are consistently met and improved upon.
Responsibilities Lead the sales portion of Monday morning meetings by reviewing prior week accomplishments, identifying challenges, setting new goals, and sharing insights for growth
Conduct daily one-on-one coaching sessions with team members to reinforce sales skills and processes
Review and manage task list views, ensuring items are cleared and processes followed correctly
Track and measure both team and individual performance against established goals
Manage sales processes while holding team members accountable to expectations
Participate in all available TCC calls, especially evolve calls, to strengthen sales knowledge and support team learning
Relay and roleplay sales tactics to reinforce team development
Handle individual sales and customer appointments as needed
Recap coaching and performance conversations with the team and provide actionable feedback
Serve as a go-to resource for sales process and protocol questions
Complete IPS registrations (SIE, Series 6, 63, 65) and integrate them into sales conversations, including scheduling appointments for the agent when applicable
Identify and document undefined or missing processes
Communicate regularly with the Agent regarding team issues, updates, and weekly performance summaries
Provide general assistance to the Agent as needed
Ideal Candidate Attributes Strong leadership and coaching ability
Excellent organizational and communication skills
Comfortable with accountability and performance tracking
Knowledge of insurance or financial services preferred
Self-starter with a passion for professional development and team success

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