Outbound Insurance Sales Associate (No License Needed)

Jason Dunn - State Farm Insurance Agent; Danville (KY); On-site; USD 27,000 - 33,000; Full time

Job summary

Jason Dunn - State Farm Insurance Agent in Danville, KY is looking for an Account Associate to support the sales process. You’ll handle a large volume of outbound calls, transferring qualified prospects to a licensed sales team and ensuring forms and underwriting steps are completed.

The role emphasizes goal-driven performance, persistent follow-up, and active CRM maintenance. No license is required initially; licensing can follow later to advance within the agency.

Qualifications

• Comfortable on the phone and motivated by daily goals.
• Handles rejection well.
• Organized and persistent with follow-up.
• Coachable and ready to learn insurance.
• Bilingual Spanish is a plus.

Responsibilities

• Make a high volume of outbound calls every day.
• Transfer interested prospects live to our licensed sales team.
• Get forms and applications completed and signed.
• Follow up on underwriting requirements.
• Keep notes and activity up to date in our CRM.
• Meet weekly and monthly activity goals.

Skills

Outbound calls

Sales orientation

CRM software

Communication

Persistence

Bilingual Spanish

Tools

CRM

Job description

Jason Dunn - State Farm Insurance Agent in Danville, KY is looking for an Account Associate to support the sales process. You’ll handle a large volume of outbound calls, transferring qualified prospects to a licensed sales team and ensuring forms and underwriting steps are completed.

The role emphasizes goal-driven performance, persistent follow-up, and active CRM maintenance. No license is required initially; licensing can follow later to advance within the agency.