Acquisition Specialist - State Farm Agent Team Member

Emily Tieman - State Farm Agent; Missoula (MT); Sur place; USD 42 000 - 64 000; Plein temps

Avantages offerts par ce poste

Flex Benefit

Bonus based on performance

Paid time off

Training & development

Résumé du poste

Emily Tieman - State Farm Agent in Missoula, MT is seeking a motivated sales professional to help clients protect what matters most. You’ll build relationships, present coverage options, and guide clients through recommendations with a focus on accuracy and great service.

Responsibilities include following up on leads, conducting needs discussions, presenting quotes, and maintaining CRM documentation. Licenses for Property & Casualty and Life & Health insurance are required, with training and

Qualifications

• Licenses for Property & Casualty and Life & Health insurance are required.
• Sales experience is preferred for meeting targets.
• Strong communication skills and attention to detail required.

Responsabilités

• Follow up on leads / referrals and schedule appointments.
• Conduct consultative needs discussions and identify appropriate coverage.
• Present quotes/proposals and explain recommendations clearly.
• Maintain accurate documentation and update records in our CRM.
• Follow through on next steps (applications, policy issuance, endorsements, servicing coordination).
• Track activity and results.

Connaissances

Sales experience

Strong communication

Detail-oriented

Formation

Property & Casualty Insurance License

Life & Health Insurance License

Outils

CRM software

Documentation systems

Description du poste

Benefits:

• Flex Benefit
• Bonus based on performance
• Paid time off
• Training & development

About the Role

Join our agency to help clients protect what matters most. You’ll build relationships, present coverage options, and guide clients through recommendations—with a strong focus on accuracy, follow-up, and client experience.

Who You Are

• Competitive and goal-driven
• Fast learner who enjoys mastering new products and processes
• Detail-oriented—accuracy matters in policy selection and documentation
• Personable and confident communicating with clients

What You’ll Do

• Follow up on leads / referrals and schedule appointments
• Conduct consultative needs discussions and identify appropriate coverage
• Present quotes/proposals and explain recommendations clearly
• Maintain accurate documentation and update records in our CRM
• Follow through on next steps (applications, policy issuance, endorsements, servicing coordination)
• Track activity and results

What Success Looks Like

• Consistent appointment setting and follow-up
• Strong conversion from quote to sale
• High-quality, error-free documentation
• Positive client feedback and retention

Training & Support

• Structured onboarding + product training
• Coaching and review
• Marketing/lead support

Requirements

• Property & Casualty Insurance License
• Life & Health Insurance License
• Experience in sales (preferred)
• Strong communication skills
• Comfort with CRM and documentation