Sales Specialist

State Farm Agent; Colmar (PA); On-site; USD 42,000 - 62,000; Full time

Job summary

State Farm in Colmar, PA is seeking a Sales Specialist to engage prospective and existing customers, assess insurance and financial service needs, and recommend suitable products. The role involves managing calls, scheduling visits, producing quotes, and driving sales aligned with agency goals.

The position emphasizes customer service excellence, processing policy changes, and handling billing inquiries while supporting local marketing and routine agency operations.

Qualifications

• Strong communication and interpersonal skills to explain products clearly and build trust with diverse customers.
• Customer service and relationship-building skills to handle inquiries, resolve issues, and provide ongoing support.
• Sales skills including prospecting, qualifying leads, and closing opportunities in a goal-driven environment.
• Ability to support training efforts and contribute to basic sales management activities such as tracking performance and processes.
• Comfort with computer systems, CRM tools, and digital communication platforms; attention to detail and reliable follow-through.
• Motivation to meet or exceed targets and work collaboratively in an office setting.
• Prior experience in insurance, financial services, or retail sales is beneficial but not required; relevant licenses may be obtained after hire.
• High school diploma or equivalent is required; post-secondary education in business, finance, marketing is a plus.

Responsibilities

• Manage inbound and outbound calls, schedule and conduct appointments, prepare quotes, follow up on leads, and close sales.
• Provide customer service support, process policy changes, and assist with billing inquiries.
• Participate in local marketing activities and maintain accurate records in agency systems.
• Support training and development initiatives within the office.

Skills

Communication

Customer service

Sales

Training support

CRM tools

Detail-oriented

Team collaboration

Education

High school diploma or equivalent

Tools

CRM systems

Job description

Company Description

State Farm is a nationwide leader in insurance and financial services, focused on helping people manage everyday risks, recover from the unexpected, and pursue their goals. State Farm agents are independent small business owners who partner with a respected brand known for strong customer and community relationships. For over 90 years, more than 19,000 agents across the United States have served diverse customers with personalized guidance and support. Working with a State Farm agent offers opportunities to build meaningful connections while contributing to the financial well-being and security of individuals, families, and businesses.

Role Description

The Sales Specialist role is a full-time, on-site position located in Colmar, PA, supporting a State Farm Agent’s office. This role is responsible for engaging prospective and existing customers, identifying their insurance and financial service needs, and recommending appropriate products and solutions. Day-to-day activities include managing inbound and outbound calls, scheduling and conducting appointments, preparing quotes, following up on leads, and closing sales in alignment with agency goals. The Sales Specialist also provides customer service support, processes policy changes, and assists with billing inquiries to ensure a positive customer experience. Additional responsibilities may include participating in local marketing activities, maintaining accurate records in agency systems, and supporting training and development initiatives within the office.

Qualifications

• Strong Communication and interpersonal skills, including the ability to explain products clearly and build trust with diverse customers.
• Customer Service and relationship-building skills to handle inquiries, resolve issues, and provide ongoing support.
• Sales skills, including prospecting, qualifying leads, and closing opportunities in a goal-driven environment.
• Ability to support Training efforts and contribute to basic Sales Management activities such as tracking performance and following processes.
• Comfort working with computer systems, CRM tools, and digital communication platforms; attention to detail and reliable follow-through.
• Motivation to meet or exceed individual and agency performance targets; ability to work collaboratively in an office setting.
• Prior experience in insurance, financial services, or retail sales is beneficial but not required; relevant licenses may be required and can often be obtained after hire.
• High school diploma or equivalent required; post-secondary education in business, finance, marketing, or a related field is a plus.