Pre-Sales Transfer Agent (SQA101226)

About the Company

SelectQuote was founded over 35 years ago with a core promise: to help customers protect the people they value most. We pioneered the way consumers shop for term life insurance and now also assist with home insurance, auto insurance, and senior health insurance. Our quick and easy process saves consumers time and money, and more than 2 million families trust us for their insurance needs. What sets us apart is our people and the unmatched career growth opportunities at SelectQuote.

About the Role

SelectQuote is hiring for the Sales Qualification Associate ("SQA") role within our SelectQuote Qualifications Team. This unlicensed position handles all insurance product inquiries, working with consumers to understand their needs and triage them to a licensed agent. The role offers a fun, comfortable, and fast-paced environment where employees are rewarded for their achievements. It’s an excellent opportunity for someone looking to expand into sales after proving success in this position.

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,” using our 20+ A-rated carrier comparison technology.
• Focus on script adherence, client screening, and overcoming objections to assist customers in their shopping experience.
• Receive and implement improvement coaching.
• Meet and exceed monthly goals for transfer rates and other key performance indicators.
• Thrive in a competitive team atmosphere with a culture that rewards performance.

Requirements

• High school diploma or equivalent (required).
• Sales experience is preferred; candidates with a sales mindset are ideal.
• Call center, sales with metrics, or performance-based client-facing roles in the last 2 years are preferred.
• Experience working in a professional office setting.
• Ability to sit at a desk and work on a computer for prolonged periods.
• Hardwired high-speed internet connection with a minimum download and upload speed of 20mbps.
• Dedicated, distraction-free workspace.

Skills

• Excellent oral communication and strong interpersonal skills.
• Conversational phone skills (this is not a customer service role).
• Strong time management abilities.
• Ability to learn and adapt quickly to changes.
• Competitive personality and 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.