Sales Qualification Associate

Accountabilities:

• • Serve as a positive first point of contact by using an energetic, conversational, and professional tone with prospective customers.
  • Handle a high volume of primarily inbound calls, approximately 200 calls per day, from sales prospects and third-party partners.
  • Understand consumer needs and effectively qualify and screen prospects before transferring them to licensed insurance agents.
  • Educate consumers on the value of comparison shopping and communicate the benefits of accessing multiple highly rated insurance carriers.
  • Follow established scripts and qualification processes while confidently handling objections, stalls, and other barriers to transferring qualified prospects.
  • Meet or exceed monthly transfer-rate targets and other key performance indicators.
  • Participate actively in coaching, apply feedback, and continuously improve call-handling and sales qualification techniques.
  • Contribute to a competitive, collaborative team environment where individual and team performance are recognized and celebrated.
  • Maintain professional conduct and behaviors across all customer and internal interactions.

  Requirements

  • High school diploma or equivalent required.
  • Recent sales experience is preferred, particularly within the past two years, including call center, metric-driven sales, or other performance-based client-facing roles.
  • Experience working in a professional office environment and a demonstrated record of job stability.
  • Excellent verbal communication, interpersonal, and conversational phone skills.
  • Strong time-management skills and the ability to remain effective while handling a high volume of interactions.
  • Competitive mindset, self-motivation, resilience, and the drive to overcome objections and consistently achieve ambitious goals.
  • Ability to learn quickly, adapt to changes, follow established instructions, and respond positively to coaching.
  • Comfortable using computers, software applications, phone systems, and other workplace technology.
  • Demonstrated professionalism and sound judgment in customer-facing situations.
  • Ability to work independently from a private, dedicated workspace that is free from distractions.
  • Reliable hardwired high-speed internet connection with minimum download and upload speeds of 20 Mbps.
  • Ability to remain seated at a desk and work on a computer for extended periods.
  • Important: This is an unlicensed position. Candidates who currently hold insurance licenses will not be considered.

  Benefits

  • Paid training with the tools and support needed to succeed.
  • Fast-paced, performance-oriented work environment.
  • Coaching and development opportunities designed to strengthen sales and communication skills.
  • Competitive team culture with recognition for strong performance.
  • Opportunity to progress into broader sales opportunities following demonstrated success in the role.
  • Access to a range of insurance-related resources and comparison-shopping technology.
  • Structured performance goals and clear KPIs.