Acquisition Specialist: Insurance & Financial Services

Scott Morris - State Farm Agent; Newtown (PA); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) matching

Bonus based on performance

Competitive salary

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

The Morris Agency - State Farm Insurance is seeking an energetic Acquisition Specialist focused on building new business, closing deals, and growing agency revenue. This role thrives on outbound prospecting, competitive targets, and turning opportunities into bound policies and financial solutions.

Successful candidates will be licensed or willing to obtain Property & Casualty and Life & Health licenses with full agency training and support.

Qualifications

• Strong sales-dominant mindset with proven ability to close deals.
• Prior experience in insurance, financial services, or consultative sales preferred.
• Strong communication, persuasion, and objection-handling skills.
• Property & Casualty and Life & Health licenses, or willingness to obtain quickly with agency support.

Responsibilities

• Drive New Business: prospect daily and convert leads into bound policies.
• Lead Sales Conversations: conduct discovery and present clear, value-driven recommendations.
• Maximize Revenue: cross-sell and upsell to increase revenue per household.
• Stay Sharp: maintain knowledge of products, underwriting guidelines, and market trends.

Skills

Hunter mindset

Close deals

Prospecting

Outbound sales

Communication

Negotiation

Licensing knowledge

Job description

Benefits:

• 401(k) matching
• Bonus based on performance
• Competitive salary
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Acquisition Specialist – Insurance & Financial Services (Sales Focus)

The Morris Agency – State Farm Insurance

Hunt New Business. Close Deals. Grow Income.

The Morris Agency – State Farm Insurance is seeking a high-energy Acquisition Specialist who thrives on prospecting, closing, and driving new revenue. This role is built for a true hunter—someone who enjoys outbound activity, competitive targets, and turning opportunities into bound policies and financial solutions.

This is a pure acquisition role. No management duties. No administrative focus. Success is measured by new business written, conversion rates, and revenue generated.

This is a fully licensed position requiring Property & Casualty and Life & Health licenses. Candidates who are not yet licensed must be willing to obtain licenses quickly with full agency training and support.

Role Overview

As an Acquisition Specialist, your mission is simple: bring in new clients and new revenue. You’ll actively pursue prospects, uncover insurance and financial needs, and deliver tailored solutions that protect clients while growing the agency.

What You’ll Do

Drive New Business

• Prospect daily through outbound calls, follow-ups, and lead engagement
  
  
• Sell insurance and financial service products across auto, home, life, health, and financial service lines
  
  
• Convert both warm and cold leads into bound policies and financial products
  
  

Lead Sales Conversations

• Conduct discovery conversations to uncover coverage gaps and financial opportunities
  
  
• Present clear, value-driven recommendations with confidence
  
  
• Ask for the sale and close consistently
  
  

Maximize Revenue

• Cross-sell and upsell to increase revenue per household
  
  
• Build and maintain a strong personal pipeline focused on acquisition
  
  

Stay Sharp

• Maintain knowledge of products, underwriting guidelines, and compliance requirements
  
  
• Stay current on market trends to strengthen sales conversations
  
  

Who Thrives in This Role

• Hunter-minded sales professionals who are energized by new business development
  
  
• Confident closers comfortable discussing finances and long-term planning
  
  
• High-activity producers who understand that volume drives results and income
  
  
• Competitive individuals motivated by commission, goals, and performance recognition
  
  

Qualifications

• A strong sales-dominant mindset with proven ability to close
  
  
• Prior experience in insurance, financial services, or consultative sales preferred
  
  
• Strong communication, persuasion, and objection-handling skills
  
  
• Property & Casualty and Life & Health licenses, or willingness to obtain quickly with agency support
  
  

Why Join The Morris Agency?

• Competitive base salary plus uncapped commission and performance bonuses
  
  
• Full licensing support and structured, hands-on sales training
  
  
• A performance-driven culture that rewards production and results
  
  
• Clear income growth opportunities for top performers
  
  
• Stability within a recession-resistant, high-demand industry
  
  

Ready to Hunt?

If you’re a disciplined closer who wants to own your pipeline and grow your income through performance, apply today and join The Morris Agency as an Acquisition Specialist.


This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. We are an equal opportunity employer and value diverse perspectives.