Acquisition Specialist - State Farm Agent Team Member

David Peterson - State Farm Agent; Grand Prairie (TX); Hybrid; USD 23,419 - 26,174; Full time

Job summary

David Peterson - State Farm Agent is seeking an Acquisition Specialist to enhance client engagement by managing outbound and inbound outreach. This role is critical for maintaining the sales pipeline while ensuring high-value conversations for licensed advisors.

The ideal candidate will be detail-oriented with strong communication skills and comfortable with high-volume calls. Flexible work from home options are available, offering compensation of $17.00 - $19.00 per hour.

Qualifications

• Experience with high-volume outbound calling is preferred.
• Detail-oriented with strong organizational skills.
• Prior experience in call center or customer service is a plus.

Responsibilities

• Make outbound calls, texts, and emails to clients.
• Qualify prospects and schedule appointments.
• Log all activity in the CRM accurately.
• Meet daily and weekly activity goals.

Skills

Strong communication and phone presence

Comfortable with high-volume outbound calling and follow-up

Detail-oriented

Excellent organizational skills

Tools

CRM systems

Job description

Responsive Recruiter

We are seeking a motivated and professional Acquisition Specialist to support our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations. This position focuses on connection, qualification, and scheduling not closing sales.

Key Responsibilities

Client Outreach & Engagement

• Make outbound calls, texts, and emails to prospective and existing clients
• Respond promptly to inbound inquiries and leads
• Deliver a clear, confident overview of services using approved scripts
• Build rapport and create a positive first impression of the agency

Appointment Setting & Qualification

• Qualify prospects using defined criteria (needs, timing, eligibility, interest)
• Schedule appointments accurately on advisor calendars
• Confirm appointments and reduce no-show rates through reminders
• Reschedule or follow up on missed appointments as needed

CRM & Documentation

• Accurately log all activity in the CRM (calls, notes, outcomes)
• Maintain clean and organized lead and contact records
• Track appointment outcomes and required follow-ups
• Flag hot leads or concerns to sales leadership

Performance & Accountability

• Meet or exceed daily and weekly activity goals (calls, contacts, appointments set)
• Follow all scripts, compliance guidelines, and brand standards
• Participate in coaching, role-plays, and performance reviews
• Continuously improve appointment conversion and show rates

Qualifications

• Strong communication and phone presence
• Comfortable with high-volume outbound calling and follow-up
• Detail-oriented with excellent organizational skills
• Ability to follow scripts while sounding natural and engaging
• Experience with CRM systems preferred (training provided if needed)
• Prior call center, appointment setting, or customer service experience is a plus

Flexible work from home options available.

Compensation: $17.00 - $19.00 per hour