What are the responsibilities and job description for the Sales Representative position at Amy Falcon - State Farm Insurance Agent?
Company Description Amy Falcon - State Farm Insurance Agent is a local State Farm office serving individuals and families from its Metairie, Louisiana location. The agency provides a range of insurance products and financial services designed to help customers manage risk and plan for the future. Team members work in a community-focused environment, building long-term relationships with policyholders. As part of the broader State Farm network, the office benefits from established brand recognition, resources, and training opportunities that support professional growth.
Role Description The Sales Representative is a full-time, on-site role based in Metairie, LA. This position focuses on engaging with prospective and existing customers, identifying their insurance needs, and recommending appropriate State Farm products such as auto, home, life, and other lines of coverage. Daily responsibilities include making outbound calls, responding to inbound inquiries, scheduling and conducting policy reviews, preparing quotes, and processing new applications and policy changes. The role also involves maintaining accurate customer records, following up on leads, supporting renewal retention efforts, and collaborating with the agent and team to meet sales and service goals. Sales Representatives are expected to deliver courteous, professional service and uphold all compliance and ethical standards.
Qualifications
Role Description The Sales Representative is a full-time, on-site role based in Metairie, LA. This position focuses on engaging with prospective and existing customers, identifying their insurance needs, and recommending appropriate State Farm products such as auto, home, life, and other lines of coverage. Daily responsibilities include making outbound calls, responding to inbound inquiries, scheduling and conducting policy reviews, preparing quotes, and processing new applications and policy changes. The role also involves maintaining accurate customer records, following up on leads, supporting renewal retention efforts, and collaborating with the agent and team to meet sales and service goals. Sales Representatives are expected to deliver courteous, professional service and uphold all compliance and ethical standards.
Qualifications
- Strong interpersonal, customer service, and relationship-building skills, with the ability to communicate clearly and professionally.
- Sales, negotiation, and consultative selling skills, with comfort making outbound calls and meeting performance targets.
- Basic computer proficiency, including CRM or agency management systems, email, and office productivity tools.
- Attention to detail and organizational skills for managing multiple customer accounts, documentation, and follow-ups.
- Ability to work on-site full time, collaborate with team members, and adapt to changing priorities in a fast-paced office.
- Prior experience in insurance, financial services, or customer-facing roles is preferred but not required.
- High school diploma or equivalent required; additional education or relevant licenses (such as Property & Casualty or Life & Health) are a plus and may be supported by the agency.
- Willingness to obtain any state-mandated insurance licenses within required timeframes.