Agent Apprenticeship

Responsibilities

• Aid in lead generation through research, referrals, and marketing campaigns.
• Schedule and coordinate appointments and meetings for the sales team with prospective clients.
• Prepare and distribute sales materials, presentations, and proposals.
• Track and monitor sales metrics, including leads, conversion rates, and sales performance.
• Act as the primary point of contact for clients, addressing inquiries and concerns promptly.
• Maintain and update client records in the CRM system, ensuring accuracy and completeness.
• Follow up with clients post-meeting to gather feedback and address any additional needs.
• Aid clients with policy changes, renewals, and claims processing.
• Prepare and submit insurance applications and policy renewals.
• Ensure all sales documentation is complete, accurate, and submitted in a timely manner.
• Manage the sales calendar, coordinating team schedules and client appointments.
• Generate and distribute sales reports and performance metrics to the sales team and management.
• Support marketing initiatives to generate new leads and promote the company's insurance products.
• Absorb and organize sales events, webinars, and community outreach activities.
• Utilize digital marketing tools and social media to enhance the company's visibility and engagement.
• Ensure all sales activities comply with state and federal regulations and company policies.

Requirements

• A high school diploma or equivalent.
• A bachelor's degree in Business, Marketing, or a related field is preferred.
• Previous experience in sales, customer service, or the insurance industry is advantageous.
• Must hold or be willing to obtain relevant state insurance licenses (Property & Casualty, Life & Health).
• Excellent organizational, communication, and interpersonal skills.
• Strong attention to detail and ability to multitask.
• Proficiency in using CRM software and digital marketing tools.
• Self-motivated, proactive, and able to work independently.
• Able to build and maintain relationships with clients and team members.
• High level of integrity and professionalism.

Benefits

• Annual Base Salary + Commission + Bonus
• Dental Insurance
• Health Insurance
• Life Insurance
• Paid Time Off (PTO)
• Vision Insurance

Company Description

Farmers Insurance is a leading property and casualty insurer that provides a wide range of insurance products and services to individuals, families, and businesses.