Insurance Account Position - State Farm Agent Team Member

State Farm Agent; Greenfield (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hiring bonus

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

State Farm Agent in Greenfield, WI is seeking an Insurance Sales Associate to develop new business and build strong customer relationships through State Farm's insurance and financial products.

This role blends consultative sales, customer service, and relationship management to drive agency growth while delivering an exceptional customer experience. The office offers a hiring bonus, performance-based bonus, flexible schedule, and advancement opportunities.

Qualifications

• High school diploma or equivalent.
• Active Property and Casualty license or ability to obtain one.
• Active Life and Health license or ability to obtain one.
• One to three years of sales or customer service experience preferred.
• Excellent communication skills.
• Strong interpersonal and relationship-building skills.
• Professional appearance and positive attitude.
• Ability to work independently and within a team environment.

Responsibilities

• Generate new business through prospecting, referrals, networking, and community involvement.
• Conduct needs-based insurance reviews with prospective and existing customers.
• Present State Farm insurance products and recommend appropriate coverage solutions.
• Cross-sell and upsell additional insurance and financial products.
• Follow up on internet leads, referrals, and marketing campaigns.
• Develop long-term relationships that increase customer retention and referrals.
• Meet or exceed monthly sales goals established by the agency.
• Deliver exceptional customer service before, during, and after the sale.

Skills

Sales experience

Customer service

Communication skills

Relationship building

Education

High school diploma

Tools

CRM experience

Job description

Position Summary

The Insurance Sales Associate develops new business, builds strong customer relationships, and helps individuals, families, and businesses protect what matters most through State Farm's insurance and financial products. This position combines consultative sales, customer service, and relationship management to achieve agency growth goals while delivering an exceptional customer experience.

Benefits

• Hiring bonus
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development

Primary Responsibilities

Sales and Business Development

• Generate new business through prospecting, referrals, networking, and community involvement.
• Conduct needs-based insurance reviews with prospective and existing customers.
• Present State Farm insurance products and recommend appropriate coverage solutions.
• Cross-sell and upsell additional insurance and financial products.
• Follow up on internet leads, referrals, and marketing campaigns.
• Develop long-term relationships that increase customer retention and referrals.
• Meet or exceed monthly sales goals established by the agency.

Customer Relationship Management

• Deliver exceptional customer service before, during, and after the sale.
• Maintain regular communication with customers through scheduled account reviews.
• Identify life changes that create insurance opportunities.
• Educate customers on policy coverage, endorsements, and available discounts.
• Resolve customer concerns professionally while maintaining a positive customer experience.

Prospecting Activities

• Make outbound prospecting calls.
• Schedule appointments for insurance reviews.
• Build relationships with referral partners, including Realtors, mortgage lenders, financial advisors, and local businesses.
• Participate in community events and networking opportunities.
• Request referrals from satisfied customers.

Sales Process

• Qualify prospects using consultative questioning techniques.
• Prepare accurate insurance quotes.
• Present recommendations and close new business.
• Handle customer objections professionally.
• Follow up consistently until the sales opportunity is completed.

Administrative Responsibilities

• Maintain accurate customer records within agency systems.
• Document all customer interactions.
• Complete required applications and supporting documentation.
• Ensure compliance with State Farm underwriting and licensing requirements.
• Maintain the confidentiality of customer information.

Required Qualifications

• High school diploma or equivalent
• Active Property and Casualty license or the ability to obtain one
• Active Life and Health license or the ability to obtain one
• One to three years of sales or customer service experience preferred
• Excellent communication skills
• Strong interpersonal and relationship-building skills
• Professional appearance and positive attitude
• Ability to work independently and within a team environment

Preferred Qualifications

• Previous insurance sales experience
• CRM experience
• Prospecting and cold-calling experience
• Bilingual skills preferred but not required
• Proven track record of achieving sales goals

Our Mission

To help people manage the risks of everyday life, recover from the unexpected, and realize their dreams by providing exceptional insurance and financial services through trusted relationships and personalized solutions.

Compensation: $60,000.00 - $90,000.00 per year

Do you want a career and not just a job?

This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together as a team and have fun while we are doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you're willing to work hard and you expect to get results from yourself and those around you, we want to meet you and talk about the opportunity we have for you. If you are self-motivated, possess an entrepreneurial spirit and have a desire to win and achieve results, please consider joining our team.

About Our Agency

• Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
• Our office is located in Greenfield, WI.
• Additional languages spoken: Spanish

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.