Farmers Insurance District 0420

Insurance

• Connect with prospective customers through leads, referrals, outbound calls, and follow-up
• Build rapport and uncover each customer’s needs and priorities
• Quote and sell Auto, Home, Life, Business, and other insurance products
• Manage an active pipeline and consistently follow up with prospects
• Work through questions and objections and confidently ask for the sale
• Identify cross-selling opportunities with new and existing customers
• Work toward individual production goals and agency growth targets
• Track sales activity and customer conversations
• Participate in ongoing coaching, training, and development

Insurance Agent

Sales

• Connect with agency-provided leads, referrals, and prospective clients through phone, email, text, networking, and outbound outreach
• Understand clients' needs, priorities, and current coverage
• Prepare quotes and recommend Auto, Home, Life, Business, and Specialty insurance solutions
• Follow up with prospects and manage an active sales pipeline
• Ask for the sale and address questions or objections
• Build relationships that lead to long-term clients, referrals, and additional opportunities
• Cross-sell coverage to identify potential protection gaps
• Work toward individual production goals and agency performance targets
• Maintain accurate records of leads, conversations, quotes, and follow-up activity
• Participate in ongoing sales coaching, product education, and professional development

Insurance Agent

Agency Sales Advisor