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Account Representative - State Farm Agent Team Member Muskegon, MI

Account Representative - State Farm Agent Team Member

Full Time • Muskegon, MI
Responsive recruiter
Benefits:
  • Bonus based on performance
  • Competitive salary
  • Free food & snacks
  • Opportunity for advancement
  • Paid time off
  • Parental leave
  • Training & development

Overview: We are 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.

Key Responsibilities:

  • Licensing and Compliance: Obtain and maintain licenses in Property, Casualty, Life, Accident, Health, Bank, 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.
Customer Contact: Make 100 customer contacts daily, with a focus on:
  • 80 phone calls (40 from marketing lists and the natural market).
  • 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.
Compensation: $40,000.00 - $70,000.00 per year




 

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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