Acquisition Specialist - State Farm Agent Team Member
12 days ago
Bedford
Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Competitive salary, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Paid time off, • Training & development We are seeking a motivated and professional Acquisition Specialist to support our licensed advisors by managing outbound and inbound outreach and scheduling qualified appointments. This role plays a critical part in maintaining a strong sales pipeline and ensuring advisors spend their time in high-value conversations. This position focuses on connection, qualification, and scheduling not closing sales. Key Responsibilities Client Outreach & Engagement • Make outbound calls, texts, and emails to prospective and existing clients, • Respond promptly to inbound inquiries and leads, • Deliver a clear, confident overview of services using approved scripts, • Build rapport and create a positive first impression of the agencyAppointment Setting & Qualification, • Qualify prospects using defined criteria (needs, timing, eligibility, interest), • Schedule appointments accurately on advisor calendars, • Confirm appointments and reduce no-show rates through reminders, • Reschedule or follow up on missed appointments as neededCRM & Documentation, • Accurately log all activity in the CRM (calls, notes, outcomes), • Maintain clean and organized lead and contact records, • Track appointment outcomes and required follow-ups, • Flag hot leads or concerns to sales leadershipPerformance & Accountability, • Meet or exceed daily and weekly activity goals (calls, contacts, appointments set), • Follow all scripts, compliance guidelines, and brand standards, • Participate in coaching, role-plays, and performance reviews, • Strong communication and phone presence, • Comfortable with high-volume outbound calling and follow-up, • Detail-oriented with excellent organizational skills, • Ability to follow scripts while sounding natural and engaging, • Experience with CRM systems preferred (training provided if needed), • Prior call center, appointment setting, or customer service experience is a plus Flexible work from home options available.