Acquisition Specialist - State Farm Agent Team Member

State Farm; Bedford (TX); On-site; USD 23,419 - 26,174; Full time

Benefits offered by this job

401(k)

Health insurance

Flexible schedule

Paid time off

Opportunity for advancement

Job summary

A top insurance agency is seeking a motivated Acquisition Specialist to manage outreach and schedule qualified appointments. This role is crucial for maintaining a strong sales pipeline, focusing on client engagement and appointment setting. Candidates should possess excellent communication skills, attention to detail, and experience with CRM tools. Flexible work-from-home options are available. The position offers a competitive hourly rate and various benefits including health insurance and paid time off.

Qualifications

• Experience with CRM systems preferred.
• Prior call center or customer service experience is a plus.
• Ability to follow scripts while sounding natural and engaging.

Responsibilities

• Make outbound calls, texts, and emails to prospective and existing clients.
• Qualify prospects using defined criteria (needs, timing, eligibility, interest).
• Accurately log all activity in the CRM (calls, notes, outcomes).
• Meet or exceed daily and weekly activity goals.

Skills

Strong communication and phone presence

Comfortable with high-volume outbound calling

Detail-oriented with excellent organizational skills

Tools

CRM systems

Job description

Acquisition Specialist - State Farm Agent Team Member

Full Time in Hybrid - US

• 401(k)
• 401(k) matching
• Bonus based on performance
• Health insurance
• Opportunity for advancement
• Paid time off
• Vision insurance

Role Overview

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

Benefits

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

Role Overview (duplicate information removed)

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.

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Gain confidence and grow your dream career.

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State Farm agents are independent contractors who hire their own employees. State Farm agents’employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.