Pre-Sales Transfer Agent (SQA021626)

Position Overview

SelectQuote, with over 35 years of experience, is dedicated to helping customers protect the people they value most. As pioneers in simplifying the insurance shopping process, they serve more than 2 million families with term life, home, auto, senior health insurance and more. The Sales Qualification Associate (SQA) role is an unlicensed position responsible for handling insurance product inquiries, understanding consumer needs, and triaging them to a licensed agent. This is an exciting opportunity for someone looking to expand into sales within a fun, fast-paced, and performance-driven environment. After applying, you will receive a phone call to complete a pre-screening questionnaire.

Key Responsibilities

• Paid training: Receive all the tools you need for success.
• Create a positive first impression of SelectQuote by using a conversational, energetic tone.
• Answer primarily inbound calls (approximately 200 a day) from sales prospects and third-party partners.
• Execute the transfer of potential customers to a licensed insurance agent.
• Educate consumers on SelectQuote's value proposition, "We shop, you save," through 20+ A-Rated carrier comparison shopping technology.
• Maintain intense focus on script adherence, client screening, and handling objections to help customers in their shopping experience.
• Accept improvement coaching and implement suggested actions.
• Meet and exceed specified monthly goals for transfer rates and key performance indicators.
• Thrive as part of a competitive team atmosphere and a culture that rewards performance.

Required Qualifications

• This position is NOT a customer service role.
• Excellent oral communication skills with strong interpersonal abilities.
• Excellent time management and quick adaptability to changes.
• A competitive personality with an internal drive to overcome objections and achieve new goals.
• Ability to follow instructions and proficiency with technology, including computers, software applications, and phone systems.
• Demonstrated professionalism in conduct and behavior.
• Capacity to work in a private, dedicated workspace free from distractions.
• A high-speed internet connection with a minimum download and upload speed of 20mbps.
• High school diploma or equivalent is required.
• Experience working in a professional office setting and a record of job stability.
• Ability to remain seated at a desk for prolonged periods while working on a computer.

Preferred Qualifications

• Sales experience is preferred – including call center roles, sales with metrics, or performance-based client-facing experience in the past 2 years.