Account Associate - State Farm Agent Team Member

Lyndsie Debonis - State Farm Agent; Petaluma (CA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

License reimbursement

Bonus based on performance

401(k)

Paid time off

Training & development

Flexible schedule

Job summary

Lyndsie Debonis - State Farm Agent in Petaluma is looking for a Sales Account Executive. This role involves generating new business opportunities and managing client accounts, focusing on sales of insurance and financial products.

The ideal candidate should have strong sales skills and a passion for helping clients. Responsibilities include prospecting, relationship building, and preparing insurance quotes, all within a supportive team environment.

Competitive compensation structure with hourly rate, commission, and various benefits is offered.

Qualifications

• Proven track record of success in sales, ideally in insurance or financial services.
• Self-motivated and able to work both independently and collaboratively.
• Valid state insurance license or willingness to obtain required.

Responsibilities

• Identify and pursue new sales opportunities through various methods.
• Develop strong client relationships to address their insurance needs.
• Present and explain insurance products to clients.
• Prepare accurate insurance quotes tailored to client needs.
• Guide clients through application and underwriting processes.

Skills

Sales skills

Excellent communication

Customer service orientation

Education

Bachelor’s degree preferred

Tools

Microsoft Office

ECRM software

Job description

Benefits

• License reimbursement
• Bonus based on performance
• Competitive salary
• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources
• 401(k)
• Flexible schedule

About Us

Our mission is to Support, Guide, and Protect our customers, but also each other. We believe the best work happens when people feel cared for, encouraged, and empowered to grow. Joining our team means stepping into a collaborative environment where trust, respect, and community come first. We celebrate wins, we learn from challenges, and we always show up for one another. Joining our team means being part of something you will be proud of.

Job Summary

We are seeking a dynamic and results-driven Sales Account Executive to join our State Farm office. In this role, you will be responsible for generating new business opportunities, managing client accounts, and driving sales of insurance and financial products. The ideal candidate will have strong sales skills, excellent communication abilities, and a passion for helping clients find the best coverage solutions to meet their needs.

Key Responsibilities

• Identify and pursue new sales opportunities through prospecting, networking, and referrals
• Develop and maintain strong relationships with clients to understand their insurance and financial needs
• Present and explain State Farm products and services to prospective and existing clients
• Prepare and deliver accurate insurance quotes and proposals tailored to client requirements
• Guide clients through the application and underwriting processes to ensure smooth policy issuance
• Collaborate with internal teams to coordinate client onboarding and ongoing account management
• Meet or exceed sales targets and contribute to the overall growth of the office
• Stay informed about industry trends, competitor products, and regulatory changes
• Maintain detailed records of sales activities, client interactions, and pipeline status in ECRM systems
• Participate in community events and marketing initiatives to enhance brand awareness and generate leads

Qualifications

• Bachelor’s degree preferred, but not required; relevant sales or insurance experience is a strong asset
• Proven track record of success in sales, preferably in insurance, financial services, or related fields
• Excellent interpersonal, negotiation, and communication skills
• Strong customer service orientation with the ability to build trust and rapport
• Self-motivated, goal-oriented, and able to work independently as well as part of a team
• Proficient with Microsoft Office and comfortable using ECRM and insurance quoting software’s preferred
• Knowledge of insurance products and industry regulations is a plus
• Valid state insurance license or willingness to obtain licensure as required

Benefits

• Competitive hourly rate with commission and performance-based bonuses
• Company matched Retirement plan
• Paid time off and holidays
• Opportunities for professional development and career growth
• Supportive and collaborative work environment