What are the responsibilities and job description for the Sales Specialist position at State Farm - TK Smith Agency?
Company Description State Farm – TK Smith Agency is a local State Farm insurance and financial services office serving individuals, families, and businesses in Birmingham, AL and surrounding communities. The agency focuses on helping customers protect what matters most through insurance and personalized risk management guidance. Team members work in a collaborative, customer-centered environment with access to State Farm’s trusted brand, products, and tools. The agency values integrity, reliability, and strong relationships with customers and the community. Joining the team offers opportunities to build a professional sales career with growth and development support.
Role Description The Sales Specialist is a full-time, on-site role based in Birmingham, AL. This position focuses on engaging prospective and existing customers, identifying their insurance and financial protection needs, and recommending suitable State Farm products and services. Day-to-day responsibilities include making outbound calls, responding to inbound inquiries, conducting in-person consultations, preparing quotes, and processing new policies and policy changes. The Sales Specialist will follow up on leads, maintain accurate records in agency systems, and support retention efforts through proactive customer outreach and problem resolution. The role also involves collaborating with the agency team, participating in training and coaching sessions, and contributing to local marketing and referral-building activities.
Qualifications
- Strong Communication skills, including clear verbal communication, active listening, and professional written correspondence.
- Customer Service skills to build rapport, understand customer needs, and provide responsive, solutions-focused support.
- Sales skills to prospect, qualify leads, present product options, overcome objections, and close new business.
- Training and Sales Management-related abilities, such as learning and applying sales processes, following compliance guidelines, and supporting team goals.
- Ability to work on-site full time in Birmingham, AL and maintain a consistent, reliable schedule.
- Comfort using CRM or agency management software, email, and basic office technology.
- Goal-oriented mindset with motivation to meet and exceed sales and customer satisfaction targets.
- High school diploma or equivalent required; post-secondary education or prior insurance/financial services experience is a plus.
- Willingness to obtain applicable insurance licenses as required by state regulations.