Pre-Sales Transfer Agent

Role Overview:

• Handle primarily inbound calls from prospective customers and third-party partners, managing around 200 calls per day.
• Create a professional and engaging first impression while educating consumers on the benefits of comparing insurance options.
• Screen and qualify prospects before transferring them to licensed agents.

Accountabilities:

• Follow established scripts and qualification processes while maintaining natural conversations.
• Address customer objections and hesitation using effective sales techniques.
• Contribute to a competitive team environment and participate in coaching and development.

Requirements:

• High school diploma required; recent sales or call center experience preferred.
• Strong verbal communication, listening, and time-management skills.
• Ability to work from a private, dedicated workspace with high-speed internet.

Benefits:

• Paid training and ongoing coaching to build foundational sales skills.
• Opportunity to develop professional sales skills and advance into broader roles.
• Performance-oriented team culture that recognizes and rewards achievement.