McCauley Insurance & Financial Services, Inc.→
ACQUISITION SPECIALIST - STATE FARM AGENT… at McCauley… · Roswell
Skills
Job Description
Summary: Nikki McCauley - State Farm Agent helps people protect what matters most through insurance and financial services in the community. The Acquisitions Specialist engages prospective customers, develops new business opportunities, conducts follow-ups, coordinates outreach, tracks progress, and maintains regulatory compliance.
Responsibilities:
- Engage with prospective customers through calls, emails, and community outreach
- Develop and maintain a pipeline of potential new business opportunities
- Schedule and conduct follow-up interactions to support acquisition goals
- Collaborate with team members to coordinate outreach strategies
- Track activity and report progress toward established objectives
- Maintain compliance with office and regulatory procedures
Required Qualifications:
- • Strong communication and relationship-building skills
- • Detail-oriented and organized, with the ability to manage multiple tasks
- • Comfortable initiating contact and interacting with prospective customers
- • Must be able to obtain applicable state insurance licenses
Preferred Qualifications:
- • Previous experience in marketing, outreach, or customer service preferred
Required Skills: Marketing, State Insurance Licenses
Benefits: Health insurance, Paid time off, Vision insurance, 401(k), Dental insurance