About Us: Our mission is to Support, Guide, and Protect our customers, but also each other. We believe the best work happens when people feel cared for, encouraged, and empowered to grow. Joining our team means stepping into a collaborative environment where trust, respect, and community come first. We celebrate wins, we learn from challenges, and we always show up for one another. Joining our team means being part of something you will be proud of.
Job Summary: We are seeking a dynamic and results-driven Sales Account Executive to join our State Farm office. In this role, you will be responsible for generating new business opportunities, managing client accounts, and driving sales of insurance and financial products. The ideal candidate will have strong sales skills, excellent communication abilities, and a passion for helping clients find the best coverage solutions to meet their needs.
Key Responsibilities:
Identify and pursue new sales opportunities through prospecting, networking, and referrals
Develop and maintain strong relationships with clients to understand their insurance and financial needs
Present and explain State Farm products and services to prospective and existing clients
Prepare and deliver accurate insurance quotes and proposals tailored to client requirements
Guide clients through the application and underwriting processes to ensure smooth policy issuance
Collaborate with internal teams to coordinate client onboarding and ongoing account management
Meet or exceed sales targets and contribute to the overall growth of the office
Stay informed about industry trends, competitor products, and regulatory changes
Maintain detailed records of sales activities, client interactions, and pipeline status in ECRM systems
Participate in community events and marketing initiatives to enhance brand awareness and generate leads
Qualifications:
Bachelor’s degree preferred, but not required; relevant sales or insurance experience is a strong asset
Proven track record of success in sales, preferably in insurance, financial services, or related fields
Excellent interpersonal, negotiation, and communication skills
Strong customer service orientation with the ability to build trust and rapport
Self-motivated, goal-oriented, and able to work independently as well as part of a team
Proficient with Microsoft Office and comfortable using ECRM and insurance quoting software’s preferred.
Knowledge of insurance products and industry regulations is a plus
Valid state insurance license or willingness to obtain licensure as required
Benefits:
Competitive hourly rate with commission and performance-based bonuses
Company matched Retirement plan
Paid time off and holidays
Opportunities for professional development and career growth
Supportive and collaborative work environment
Numbers & Facts
Location
Petaluma, CA
Job Type
Full-time
Skills
Brand Marketing (Branding)unmatched
Communication Skillsunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Event Marketingunmatched
Exceeded Sales Goalunmatched
Financial Servicesunmatched
Industry/Trade Analysisunmatched
Insuranceunmatched
Insurance Regulationsunmatched
Insurance Salesunmatched
Interpersonal Skillsunmatched
Lead Generationunmatched
Microsoft Officeunmatched
Negotiation Skillsunmatched
Onboardingunmatched
Record Keepingunmatched
Regulationsunmatched
Reimbursementunmatched
Retirement Planunmatched
Revenue Growthunmatched
Salesunmatched
Sales Managementunmatched
Sales Prospectingunmatched
Team Playerunmatched
Training/Teachingunmatched
Underwritingunmatched
eCRMunmatched
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