Acquisition Specialist - State Farm Agent Team Member

WALTER CASANAS - State Farm Agent; Franklin Township (NJ); On-site; USD 48,000 - 72,000; Full time

Job summary

Walter Casanas State Farm Agency is seeking a motivated Customer Acquisition Specialist to grow the agency by building meaningful relationships and advising clients on insurance solutions. You will drive outbound sales, quote, and present auto, home, life, and business insurance while using the CRM to track interactions and meet targeted goals in a collaborative team environment.

Responsibilities include a daily outbound calling routine, detailed prospect fact-finding, tailored product

Qualifications

• Life Insurance and Property & Casualty licenses in New Jersey required.
• Office schedule 9:00 AM–5:00 PM, Mon–Fri.
• Strong communication and interpersonal skills.
• Proven ability to meet sales targets.
• Proficient with CRM software and basic computer apps.
• Self-motivated, disciplined, able to work independently and in a team.

Responsibilities

• Make a minimum of 50 outbound calls daily to prospective clients to generate new business opportunities.
• Conduct at least 5 new quoting conversations each day, accurately assessing customer needs and providing tailored insurance solutions.
• Complete detailed fact-finding sheets for each prospect to gather essential information and ensure personalized product recommendations.
• Present and explain a variety of insurance products, including life, auto, home, renters, boat, and business insurance, aligning options with customer requirements.
• Participate actively in weekly team trainings and sales meetings to continuously improve product knowledge, sales techniques, and industry compliance.
• Maintain accurate records of customer interactions and sales activities in the CRM system, ensuring timely follow-ups and meeting or exceeding sales targets.

Skills

Outbound calling

Customer needs analysis

CRM software

Sales target achievement

Team collaboration

Tools

CRM software

Job description

As a Customer Acquisition specialist for Walter Casanas State Farm Agency, you are vital to our daily business operations and agency success. You grow our agency through meaningful customer relations and acting as an advisor for the needs of our potential and existing customers. You improve the lives of our customers by positioning relevant products and services that best fit their needs.

Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.

Responsibilities:

• Make a minimum of 50 outbound calls daily to prospective clients to generate new business opportunities.
• Conduct at least 5 new quoting conversations each day, accurately assessing customer needs and providing tailored insurance solutions.
• Complete detailed fact-finding sheets for each prospect to gather essential information and ensure personalized product recommendations.
• Present and explain a variety of insurance products, including life, auto, home, renters, boat, and business insurance, aligning options with customer requirements.
• Participate actively in weekly team trainings and sales meetings to continuously improve product knowledge, sales techniques, and industry compliance.
• Maintain accurate records of customer interactions and sales activities in the CRM system, ensuring timely follow-ups and meeting or exceeding sales targets.

Requirements:

• Must hold a valid Life Insurance license and Property and Casualty license in the State of New Jersey. Pre-licensing and exam fees will be reimbursed after 60 days of employment.
• Commitment to a consistent office schedule from 9:00 AM to 5:00 PM, Monday through Friday.
• Strong communication and interpersonal skills with the ability to follow office systems consistently and effectively.
• Proven ability to meet or exceed sales targets in a goal-oriented environment.
• Self-motivated, disciplined, and able to manage time efficiently while working independently and as part of a team.
• Proficiency with CRM software and basic computer applications to accurately document sales activities and customer information.