Account Representative - State Farm Agent Team Member

Kelly Ruby - State Farm Agent; Eureka (MO); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Paid time off

Training & development

Vision insurance

Job summary

Kelly Ruby - State Farm Agent is seeking a Sales Representative to manage the full sales cycle from outreach to onboarding. You will prospect, qualify, and close new business for agency services while building durable relationships with clients.

Responsibilities include discovery calls, presentations, pricing discussions, and coordinating with internal teams to ensure smooth handoffs. Training and development opportunities are offered alongside a competitive salary and benefits.

Qualifications

• Experience in sales or full-cycle sales is preferred.
• Ability to prospect and close deals.
• Excellent communication and negotiation skills.
• Self-motivated with disciplined pipeline management.
• Familiarity with CRM tools like HubSpot or Salesforce.
• High school diploma required; bachelor’s preferred.

Responsibilities

• Identify and pursue new business opportunities through outbound prospecting and inbound leads.
• Conduct discovery calls to understand client needs.
• Present tailored solutions and proposals.
• Manage sales pipeline and keep CRM updated.
• Collaborate with internal teams to ensure smooth handoffs.
• Present pricing and demonstrate value.
• Maintain professionalism and responsiveness.
• Participate in sales training and continuous improvement.

Skills

Prospecting

Closing deals

CRM tools

Communication

Self-motivated

Pipeline management

Negotiation

Education

High school diploma

Bachelor's degree

Tools

HubSpot

Salesforce

Job description

Benefits

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Training & development
• Vision insurance

Job Summary

As a Sales Representative, you will prospect, qualify, and close new business for [agency services]. You’ll manage the full sales cycle—from initial outreach to needs discovery, proposal presentation, negotiation, and onboarding coordination—while maintaining strong relationships with potential and existing clients.

Key Responsibilities

• Identify and pursue new business opportunities through outbound prospecting and inbound lead follow-up
• Conduct discovery calls/meetings to understand client needs, goals, and decision criteria
• Present tailored solutions and proposals that align with client objectives
• Manage the sales pipeline in [CRM] and keep activity and status updated
• Qualify leads using agreed criteria and ensure proper routing/escalation when needed
• Collaborate with internal teams (e.g., delivery, marketing, customer success) to ensure smooth handoffs
• Present pricing while also educating and showing value
• Maintain a high level of professionalism and responsiveness with prospects and clients
• Participate in sales training, coaching, and continuous improvement

Qualifications

• 0-1+ years of sales experience (agency, SaaS, staffing, advertising, or professional services preferred)
• Proven ability to prospect and close deals (experience with full-cycle sales is a plus)
• Strong communication skills—comfortable presenting and negotiating with decision-makers
• Self‑motivated, goal‑oriented, and disciplined in managing a sales pipeline
• Proficient with CRM systems and sales tools (HubSpot/Salesforce preferred)
• Ability to handle rejection and persist through a structured sales process
• High school diploma required; Bachelor’s degree preferred

Preferred Skills (Nice to Have)

• Experience selling Property, casualty and life insurance.
• Familiarity with consultative selling and/or value-based selling

Performance Expectations / Success Metrics

• Meet or exceed monthly/quarterly targets for:
  • Qualified leads and/or meetings booked
  • Proposal/submission targets
  • Closed‑won revenue
• Maintain pipeline health (e.g., minimum coverage ratio)
• Maintain CRM accuracy and forecasting reliability
• Achieve a consistent follow-up cadence