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. This role is a fantastic opportunity for someone wanting to expand into sales after proven success.

Responsibilities

• Paid training; we provide all the tools needed for success.
• Create a positive first 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: "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 (required).
• Sales experience preferred; call center, sales with metrics, or a performance-based client-facing role in the last 2 years is ideal.
• Experience working in a professional office setting.
• Ability to sit for prolonged periods at a desk and work on a computer.
• Hardwired high-speed internet connection with a minimum download and upload speed of 20mbps.
• Private, dedicated workspace free from distractions.

Skills

• Excellent oral communication and strong interpersonal skills.
• Conversational phone skills (this is not a customer service role).
• Strong time management and ability to learn and adapt quickly.
• Competitive personality with internal motivation to overcome objections and hit goals.
• Proficiency with technology, including 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 support and celebrate each other.