Note: The job is a remote job and is open to candidates in USA. SelectQuote helps consumers compare and obtain insurance products, including life, home, auto, and senior health insurance. The Pre-Sales Transfer Agent handles inbound inquiries, understands consumer needs, educates prospects on SelectQuote's value proposition, and transfers potential customers to licensed insurance agents while meeting performance goals.
Responsibilities
- Paid training; we will give you all the tools you need for success
- Responsible for creating a positive 1st impression of SelectQuote by having a conversational, energetic tone of voice
- Answering primarily inbound calls (approximately 200 a day) from sales prospects and third-party partners
- Execute transfer of potential customers to a licensed insurance agent
- Educate consumers on SelectQuote's value proposition of "We shop, you save" through our 20+ A-Rated carrier comparison shopping technology, and further sell them on the importance of talking to our sales agents
- Intense focus on script adherence, client screening, and handling and overcoming objections and stalls to get them the help they need in their shopping experience
- Willingness to receive improvement coaching and implement those suggested actions
- Meet and exceed specified monthly goals for transfer rates and other key performance indicators
- Become a part of a competitive team atmosphere and great culture that rewards performance
Skills
- Candidates with Insurance Licenses will not be considered
- Excellent oral communication with strong interpersonal skills and conversational phone skills
- Excellent time management skills
- Ability to learn and adapt to changes quickly
- Competitive personality & an internal motivation - You need to have the drive to overcome customer objections and compete with yourself and other agents to succeed and hit new goals
- Ability to follow instructions and have proficiency with technology, especially computers, software applications and phone systems'
- Demonstrated professionalism in conduct and behaviors
- Ability to work in a private, dedicated workspace free from distractions
- Hardwired high-speed internet connection with a minimum download speed of 20mbps and upload speed of 20mbps
- High school diploma or equivalent is required
- Experience working in a professional office setting
- Job stability
- Prolonged periods of sitting at a desk and working on a computer
- Sales Experience is preferred: We are looking for candidates with a sales mindset to join our team. Call center, sales with metrics, or a performance-based client-facing job in the last 2 years is preferred
Benefits
- Paid training; we will give you all the tools you need for success
Company Overview