Pre-Sales Transfer Agent (SQA101226)

SelectQuote pioneered term-life comparison shopping and now helps families find home, auto, and senior health insurance. With over 2 million customers and 35 years of experience, we offer a fast, easy process and unmatched career-growth opportunities.

About the Role

This unlicensed position is ideal for individuals with a sales mindset looking to enter the insurance industry. The Sales Qualification Associate (SQA) role focuses on handling insurance product inquiries, understanding consumer needs, and triaging them to licensed agents. This is a high-volume, inbound-call position (approximately 200 calls/day) with a competitive, performance-driven culture.

Responsibilities

• Paid training provided; tools for success will be supplied.
• Create a positive first impression of SelectQuote with an energetic, conversational tone.
• Answer inbound calls from sales prospects and third-party partners.
• Transfer potential customers to licensed insurance agents.
• Educate consumers on SelectQuote’s value proposition: “We shop, you save” through 20+ A-rated carrier comparison technology.
• Adhere strictly to scripts, screen clients, and handle objections to facilitate a smooth shopping experience.
• Receive and implement improvement coaching.
• Meet and exceed monthly goals for transfer rates and other key performance indicators (KPIs).
• Thrive in a competitive team atmosphere that rewards performance.

Requirements

• High school diploma or equivalent required.
• Sales experience preferred; call center, performance-based, or client-facing roles in the last 2 years are a plus.
• Must have a dedicated, private workspace free from distractions.
• Hardwired high-speed internet with minimum 20mbps download/upload speeds.
• Ability to sit for prolonged periods while working on a computer.
• Proficiency with computers, software applications, and phone systems.

Skills

• Excellent oral communication and strong interpersonal skills; conversational phone presence is essential.
• Strong time management and ability to learn/adapt quickly.
• Competitive personality with internal motivation to overcome objections and hit goals.
• 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.