Insurance Staff Position - State Farm Agent Team Member
Overview
You will own client education and sales growth for a State Farm agency in Dallas, Texas. You'll run a needs-based review process that pairs customers with insurance products, growing a book of business through State Farm's suite of offerings. You'll partner with a successful agent and a small team to hit monthly goals and build long-term client relationships. This role stands out for its blend of sales and service, with clear advancement potential and licensing support.
What You'll Do7
- 1Conduct needs-based reviews with customers to identify coverage gaps and recommend appropriate State Farm products.
- 2Prospect and qualify leads through outbound calls, referrals, and community events, setting 10-15 appointments weekly.
- 3Present quotes and explain coverage options for auto, home, life, and health policies, closing sales and meeting monthly targets.
- 4Maintain a pipeline of follow-ups using State Farm's CRM to nurture prospects and retain existing clients.
- 5Process policy changes, renewals, and claims assistance, ensuring a frictionless customer experience.
- 6Collaborate with the agency team on marketing campaigns and cross-selling strategies to expand market share.
- 7Track personal sales metrics and adjust approach based on performance data to exceed quotas.
Requirements9
- 1Property and Casualty license (or ability to obtain within 30 days)
- 2Life and Health license (or ability to obtain within 60 days)
- 31+ year in insurance sales or customer-facing sales role
- 4Proven track record of meeting sales goals, with documented quotas or commissions
- 5Bilingual in Spanish strongly preferred
- 6Active listening and needs-assessment skills to interview customers effectively
- 7Self-starter who manages multiple tasks and priorities in a high-volume environment
- 8Proficiency with Microsoft Office and insurance agency management software
- 9High school diploma or equivalent; college degree preferred
Salary Insight
$45 - $70k per year
Location
Required Skills
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