Pre-Sales Transfer Agent

Accountabilities:

• • Handle primarily inbound calls from prospective customers and third-party partners, managing a high-volume call environment of approximately 200 calls per day.
  • Create a professional, conversational, and energetic first impression while maintaining a positive and engaging customer experience.
  • Understand consumers’ insurance needs and effectively screen and qualify prospects before transferring them to licensed insurance agents.
  • Educate consumers on the benefits of comparison shopping and communicate the value of speaking with a licensed sales professional.
  • Follow established scripts and qualification processes consistently while maintaining natural and effective conversations.
  • Address customer objections, hesitation, and stalls using appropriate communication and sales techniques to help prospects move forward.
  • Meet or exceed monthly transfer-rate targets and other assigned performance indicators.
  • Participate actively in coaching and development, applying feedback and recommended improvements to day-to-day performance.
  • Contribute to a competitive, collaborative team environment where individual achievement and continuous improvement are recognized.
  • Use computer systems, software applications, and phone technology effectively throughout the customer qualification process.

  Requirements:

  • High school diploma or equivalent is required.
  • Recent experience in sales, call center operations, metric-driven customer-facing work, or another performance-based role is preferred, particularly within the past two years.
  • A sales-oriented mindset with strong internal motivation and a desire to achieve and exceed measurable goals.
  • Excellent verbal communication, interpersonal, and conversational telephone skills.
  • Strong ability to listen, understand customer needs, overcome objections, and guide conversations toward an appropriate next step.
  • Excellent time-management and organizational skills, with the ability to remain productive in a high-volume environment.
  • Ability to learn quickly, adapt to changing processes, and consistently apply instructions and coaching.
  • Comfortable using computers, software applications, phone systems, and other workplace technologies.
  • Demonstrated professionalism, reliability, accountability, and a strong commitment to performance.
  • Ability to work independently while contributing positively to a competitive team environment.
  • Previous experience in a professional office environment and a stable employment history are preferred.
  • Ability to work from a private, dedicated workspace without significant distractions.
  • Access to a hardwired high-speed internet connection with minimum download and upload speeds of 20 Mbps.
  • This is an unlicensed position; candidates who currently hold insurance licenses will not be considered.
  • Ability to work for extended periods while seated at a desk and using a computer.

  Benefits:

  • Paid training with the tools and resources needed to build a strong foundation for success.
  • Opportunity to develop professional sales and customer qualification skills.
  • Potential pathway toward broader sales opportunities following demonstrated success in the role.
  • Performance-oriented team culture that recognizes and rewards achievement.
  • Supportive coaching and ongoing opportunities for professional development.
  • Opportunity to work in a fast-paced environment with measurable goals and clear performance expectations.
  • Access to established technology and processes designed to support customer qualification and sales performance.