Insurance Sales & Client Growth Specialist
Colton Kantola - State Farm Agent
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Benefits offered by this job
Job summary
Colton Kantola State Farm Agent is seeking a motivated Sales Team Member to drive insurance and financial sales while delivering exceptional client service. You will work with the agent and sales team to meet daily and monthly targets, grow client relationships, and contribute to community-focused initiatives.
The role emphasizes licensing, lead follow-up, and collaborative planning with the team to achieve measurable outcomes and long-term success.
Qualifications
- Strong sales mindset with ability to build client relationships and close opportunities.
- Excellent communication and active listening to understand client needs and explain insurance options.
- Ability to work independently and as part of a collaborative sales team.
Responsibilities
- Licensing and compliance: Obtain and maintain necessary licenses for Property, Casualty, Life, and Health lines.
- Lead follow-up: Actively pursue new leads and maximize conversion opportunities.
- Appointment scheduling: Arrange conversations with potential clients to assess needs.
- Client service: Deliver exceptional onboarding and ongoing support to new clients.
- Production monitoring: Track personal performance against sales goals and identify improvement areas.
- Goal setting: Participate in weekly meetings to discuss personal targets and progress.
- Team collaboration: Attend weekly meetings to align with agents on market trends and strategies.
Skills
Education
Tools
Job description
Colton Kantola State Farm Agent is seeking a motivated Sales Team Member to drive insurance and financial sales while delivering exceptional client service. You will work with the agent and sales team to meet daily and monthly targets, grow client relationships, and contribute to community-focused initiatives.
The role emphasizes licensing, lead follow-up, and collaborative planning with the team to achieve measurable outcomes and long-term success.
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