Account Associate - State Farm Agent Team Member

Kevin Lei - State Farm Agent
  • San Francisco, CA
  • Remote
  • Full-time
30+ days ago

Job Description

Benefits:
  • Simple IRA
  • Hiring bonus
  • Bonus based on performance
  • Competitive salary
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development

ABOUT OUR AGENCY:
Our agency is built around a diverse, experienced team committed to helping customers protect what matters most. Together, our team brings more than 70 years of combined State Farm experience, providing a strong foundation of industry knowledge, customer service, and trusted guidance.


We help individuals and families with a wide range of insurance and financial service needs, taking the time to understand each customer’s situation and provide personalized options. Our goal is to build lasting relationships while delivering the knowledgeable, attentive service our customers deserve.


For our team, we offer paid holidays, PTO, health benefits, a Simple IRA, and a hiring bonus. We’re committed to creating an environment where team members feel supported and have opportunities to learn, contribute, and grow professionally.


Our office culture is energetic, supportive, and growth-focused. We’re looking for someone who is coachable, hardworking, and a true team player - someone who manages their time well, takes initiative, and wants to contribute to an experienced and collaborative team.

ROLE DESCRIPTION:
Kevin Lei - State Farm Agent is looking for a highly motivated Sales Producer with prior State Farm experience and a current insurance license to drive new business and grow our agency. In this role, you will actively prospect, generate leads, and convert opportunities into long-term customer relationships. Your in-depth knowledge of State Farm products and industry trends will enable you to effectively market insurance solutions, close deals, and exceed sales targets.


If you are a driven, sales-focused professional who thrives in a fast-paced environment, we are eager to see how your talents can contribute to our agency’s success.


RESPONSIBILITIES:
  • Proactively generate and follow up on leads to drive new business.
  • Meet and exceed sales targets by closing policies across multiple lines of insurance.
  • Identify customer needs and present tailored insurance solutions.
  • Conduct policy reviews and recommend coverage adjustments.
  • Assist with renewals, cross-selling, and upselling to maximize retention.
  • Maintain accurate records of sales activities and customer interactions.
QUALIFICATIONS:
  • State Farm experience is required.
  • Must hold current insurance licenses (Property/Casualty and Life/Health).
  • Strong sales and negotiation skills with a proven track record of success.
  • Ability to build rapport and establish long-term client relationships.
  • Self-motivated, goal-oriented, and eager to grow within a sales-driven environment.

This is a remote position.

Numbers & Facts

LocationSan Francisco, CA (
Remote
)
Job TypeFull-time

Skills

  • Business Growthunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Support/Serviceunmatched
  • Exceeded Sales Goalunmatched
  • Financial Servicesunmatched
  • Health Insuranceunmatched
  • Industry/Trade Analysisunmatched
  • Insuranceunmatched
  • Lead Generationunmatched
  • Needs Assessmentunmatched
  • Negotiation Skillsunmatched
  • Property Insuranceunmatched
  • Record Keepingunmatched
  • Revenue Growthunmatched
  • Salesunmatched
  • Sales Closing Skillsunmatched
  • Sales Prospectingunmatched
  • Team Playerunmatched
  • Training/Teachingunmatched
  • Up-Sellingunmatched

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