Calendar Management, Call Volume, Communication Skills, Customer Relationship Management (CRM), Detail Oriented, Expense Tracking, Farm Management, Leadership, Organizational Skills, Sales, Sales Management, Sales Pipeline, Sales Prospecting, Scripting (Scripting Languages), Training/Teaching
- Competitive salary
- Opportunity for advancement
- Paid time off
- Profit sharing
- Training & development
We are seeking a motivated and professional Acquisition Specialist to team with 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.
Key Responsibilities
Client outreach and 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 serviced using approved scripts
- Build rapport and create a positve first impression of the agency
Appointment Setting and Qualification
- Qualify prospects using defined criteria.
- Schedule appointments accurately on advisor calendar
- Confirm appointments and reduce no-show rates through reminders
- Reschedule or follow up on missed appointments as needed
CRM & Documentation
- Accurately log all activity in the CRM
- Maintain clean and organized lead and contact records
- Track appointment outcomes and required follow-ups
- Flag hot leads or concerns to sales leadership
Qualifications
- Strong communication and phone presence
- comfortable with high-volume outbound calling and follow up
- Detail-oriented with excellent organizational skills
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Alicia Moore - State Farm Agent