Pre-Sales Transfer Agent (SQA101226)

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 also help people find home, auto, senior health, and other insurance products. Our quick, easy process saves consumers time and money; today, more than 2 million families trust us to help with their insurance needs. What truly sets us apart is our people and the unmatched career-growth opportunities we offer.

About the role

SelectQuote is looking for unlicensed Sales Qualification Associates (SQAs) to join our Qualifications Team. This role handles all insurance-product inquiries, works with consumers to understand their needs, and triages them to licensed agents. It is a fast-paced, fun, and comfortable environment where employees are rewarded for achievement. After proven success, the SQA role is a fantastic springboard into sales.

Responsibilities

• Paid training; we provide all the tools you need 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 licensed insurance agents.
• Educate consumers on SelectQuote’s “We shop, you save” value proposition and our 20+ A-rated carrier comparison-shopping technology.
• Screen clients, adhere to scripts, and handle objections to ensure a smooth shopping experience.
• Meet and exceed monthly transfer-rate and other key performance indicators.
• Receive and implement improvement coaching.
• Thrive in a competitive team atmosphere that rewards performance.

Requirements

• High school diploma or equivalent.
• Sales experience is preferred; a sales mindset is required.
• Call-center, metrics-driven sales, or performance-based client-facing role in the last two years is preferred.
• Professional office experience and job stability.
• Prolonged periods of sitting at a desk and working on a computer.
• Private, distraction-free workspace with a hardwired high-speed internet connection (minimum 20 Mbps download/upload).

Skills

• Excellent oral communication and strong interpersonal, conversational phone skills.
• This is not a customer-service role.
• Strong time-management skills.
• Ability to learn and adapt quickly.
• Competitive personality and internal motivation to overcome objections and hit goals.
• Proficiency with computers, software applications, and phone systems.
• Demonstrated professionalism in conduct and behaviors.

SelectQuote 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.