Agent Apprenticeship

Overview

Join to apply for the Agent Apprenticeship role at Farmers Insurance office of Dave Franck-The District 08 Page
.

• Assist the agency in generating leads through various methods, including 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.
• Serve as the primary point of contact for clients, addressing their 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.
• Assist 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.
• Assist with organizing and coordinating sales events, webinars, and community outreach activities.
• Utilize digital marketing tools and social media to enhance the agency’s visibility and engagement.
• Ensure all sales activities comply with state and federal regulations and company policies.
• Maintain the highest level of ethical standards and integrity in all business dealings.
• Work collaboratively with other team members and departments to ensure seamless client service.
• Participate in team meetings and training sessions to enhance knowledge and skills.
• Provide administrative and logistical support to the sales team as needed.

• 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. Ability to build and maintain relationships with clients and team members. High level of integrity and professionalism.

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Hands on Training

Career Growth Opportunities

Mon-Fri Schedule

Farmers Insurance