Pre-Sales Transfer Agent (SQA092126)

More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, and senior health insurance. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

About The Role

This is an unlicensed position. Candidates with Insurance Licenses will not be considered. The Sales Qualification Associate ("SQA") role within our SelectQuote Qualifications Team handles all of SelectQuote's insurance product inquiries. Associates work with consumers to understand their needs and triage them to a licensed agent. We offer a fun, comfortable, and fast-paced working environment where employees are rewarded for their achievements. This role is a fantastic opportunity for someone wanting to expand into sales after proven success.

Responsibilities

• Paid training; we will give you all the tools you need for success
• Create a positive 1st impression of SelectQuote with a conversational, energetic tone
• Answer approximately 200 inbound calls daily from sales prospects and third-party partners
• Transfer 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
• Focus on script adherence, client screening, and handling objections to assist customers in their shopping experience
• Receive improvement coaching and implement suggested actions
• Meet and exceed monthly goals for transfer rates and other key performance indicators
• Thrive in a competitive team atmosphere that rewards performance

Requirements

• High school diploma or equivalent
• Sales experience preferred: call center, sales with metrics, or a performance-based client-facing job in the last 2 years
• Experience working in a professional office setting
• Job stability
• Prolonged periods of sitting at a desk and working on a computer
• Private, dedicated workspace free from distractions
• Hardwired high-speed internet connection with a minimum download and upload speed of 20mbps

Skills

• Excellent oral communication and strong interpersonal skills
• Conversational phone skills (this is not a customer service role)
• Excellent time management skills
• Ability to learn and adapt to changes quickly
• Competitive personality and internal motivation to overcome objections and hit goals
• Ability to follow instructions and proficiency with technology, especially computers, software applications, and phone systems
• Demonstrated professionalism in conduct and behaviors

Core Values

• Service: We create positive customer experiences.
• Entrepreneurship: We innovate and take risks.
• Leadership: We build and invest in high-performing teams.
• Empowerment: We embrace a changing environment.
• Courage: We challenge the status quo and drive continuous improvement.
• Teamwork: We help support and celebrate each other.