Account Associate - State Farm Agent Team Member

Thomas Webber - State Farm Agent; Edmond (OK); On-site; USD 25,000 - 35,000; Part time

Benefits offered by this job

Competitive pay

Bonus based on performance

Flexible schedule

Opportunity for advancement

Training & development

Job summary

Thomas Webber - State Farm Agent is looking for a motivated and confident Account Associate for a part-time role in Edmond, Oklahoma. This position focuses on setting financial services appointments and is ideal for someone who enjoys connecting with people.

As an Account Associate, you will make outbound calls to prospective clients to introduce services, generate opportunities, and manage records of communications. Candidates should be self-motivated, organized, and possess strong interpersonal skills.

Qualifications

• Previous sales, telemarketing, or customer service experience required.
• Motivated to connect with people and schedule appointments.

Responsibilities

• Make outbound calls to prospective customers to introduce services.
• Build rapport quickly and professionally over the phone.
• Maintain accurate records of conversations and scheduled appointments.
• Follow up with leads and nurture potential opportunities.
• Support the agent with light administrative or follow-up tasks as needed.

Skills

Strong communication and interpersonal skills

Self-motivated and goal-oriented

Comfortable making outbound calls

Organized and able to manage time effectively

Education

Life & Health insurance license (must be willing to obtain after hire)

Job description

Benefits

• Competitive pay
• Bonus based on performance
• Flexible schedule
• Opportunity for advancement
• Training & development

Position Overview

We’re looking for a motivated and confident Account Associate to join our team in a part‑time role focused on setting financial services appointments for our agent. This position is ideal for someone who enjoys connecting with people, is comfortable on the phone, and wants to grow within the financial services and insurance industry.

You’ll play a key role in generating opportunities by reaching out to prospective clients and scheduling appointments for the agent to review financial and insurance needs.

Responsibilities

• Make outbound calls to prospective customers to introduce services and set appointments
• Build rapport quickly and professionally over the phone
• Maintain accurate records of conversations and scheduled appointments
• Follow up with leads and nurture potential opportunities
• Support the agent with light administrative or follow‑up tasks as needed

Requirements

• Comfortable making outbound calls and speaking with new people daily
• Strong communication and interpersonal skills
• Self‑motivated and goal‑oriented
• Organized and able to manage time effectively
• Previous sales, telemarketing, or customer service experience
• Life & Health insurance license (must be willing to obtain after hire)

Compensation & Schedule

• Part‑time hours with flexible scheduling
• Base pay plus performance‑based bonuses tied to appointments set and results