Remote Acquisitions Specialist — Relationship & Growth

Cleo Meyer; United States; Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Bonus based on performance

Opportunity for advancement

Paid time off

Job summary

The Cleo Meyer Agency is seeking a remote Acquisitions Specialist to engage with prospective customers, build and manage a pipeline of opportunities, and support acquisition goals. You will coordinate outreach with the team and ensure compliance with relevant procedures across the sales cycle.

You should be comfortable initiating contact, building trust quickly, and driving needs-based conversations toward confident buying decisions that benefit customers and the agency.

Qualifications

• Strong communication and interpersonal skills required.
• Detail-oriented and organized with multitasking ability.
• Comfortable initiating contact with prospective customers.
• Previous experience in marketing, outreach, or customer service preferred.
• Must be able to obtain applicable state insurance licenses.

Responsibilities

• Engage with prospective customers through calls, emails, and community outreach.
• Develop and maintain a pipeline of potential new business opportunities.
• Schedule and conduct follow-up interactions to support acquisition goals.
• Collaborate with team members to coordinate outreach strategies.
• Track activity and report progress toward established objectives.
• Maintain compliance with office and regulatory procedures.

Skills

Strong communication

Relationship-building

Detail-oriented

Prospecting outreach

Licensing compliance

Job description

The Cleo Meyer Agency is seeking a remote Acquisitions Specialist to engage with prospective customers, build and manage a pipeline of opportunities, and support acquisition goals. You will coordinate outreach with the team and ensure compliance with relevant procedures across the sales cycle.

You should be comfortable initiating contact, building trust quickly, and driving needs-based conversations toward confident buying decisions that benefit customers and the agency.