Mon-Fri Outbound Specialist — Pipeline Builder

Farmers Insurance Group; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Job summary

Alex Wilson Farmers Insurance Agency in San Antonio is seeking a Client Outreach Specialist who thrives in a high-activity environment. You will be the first contact for prospective customers, making outbound calls to spark conversations and identify insurance opportunities, guiding prospects toward the next step.

No license is required to start; bring energy, tenacity, and strong communication. Build a robust pipeline, maintain CRM notes, and collaborate with the sales team to convert interest

Qualifications

• Excellent communication and interpersonal skills.
• Insurance license not required.
• Confident speaking with new people.
• Goal-oriented and competitive mindset.
• Strong follow-up habits and attention to detail.
• Self-motivated and productive.
• Basic computer skills and CRM proficiency.
• Coachable and eager to improve.

Responsibilities

• Make a high volume of outbound calls to prospective customers.
• Identify insurance needs and initiate conversations.
• Gather and verify information for quotes.
• Create qualified quote opportunities for the sales team.
• Follow up with interested prospects.
• Keep CRM notes organized and accurate.
• Meet daily and weekly activity goals.
• Coordinate with sales for smooth handoffs.
• Participate in coaching and team development.

Skills

Outbound calls

Cold outreach

CRM familiarity

Strong communication

Bilingual English/Spanish

Tools

CRM

Job description

Alex Wilson Farmers Insurance Agency in San Antonio is seeking a Client Outreach Specialist who thrives in a high-activity environment. You will be the first contact for prospective customers, making outbound calls to spark conversations and identify insurance opportunities, guiding prospects toward the next step.

No license is required to start; bring energy, tenacity, and strong communication. Build a robust pipeline, maintain CRM notes, and collaborate with the sales team to convert interest