Pre-Sales Transfer Agent

Triwill Group; Northern (KY); Hybrid; USD 42,000 - 55,000; Full time

Job summary

Triwill Group is seeking an entry-level Pre-Sales Transfer Agent based in the United States. This role focuses on guiding consumers through the insurance shopping journey by handling a high volume of inbound calls and connecting qualified prospects with licensed professionals.

You will combine consultative communication, needs assessment, and a results-driven approach to help customers compare options. Training and ongoing coaching are provided to help you develop skills and advance within sales.

Qualifications

• Handle a high volume of inbound calls to support insurance shopping journeys.
• Understand customer needs and map them to suitable insurance options.
• Qualify prospects and route to licensed insurance professionals.
• Develop skills through paid training and ongoing coaching.

Responsibilities

• Handle inbound calls and guide customers through the insurance options.
• Assess customer needs and suggest appropriate products.
• Transfer qualified prospects to licensed insurance professionals.
• Meet transfer-rate and KPI targets in a sales-driven environment.

Skills

Inbound calls

Needs assessment

Prospect qualification

Objection handling

Consultative communication

Sales activity

Job description

Description:

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Pre-Sales Transfer Agent based in the United States.

This is an entry-level sales opportunity focused on helping consumers navigate their insurance shopping journey.
You will handle a high volume of primarily inbound calls, understand customer needs, and connect qualified prospects with licensed insurance professionals.
The role combines consultative communication, prospect qualification, objection handling, and performance-driven sales activity.
You will serve as an important first point of contact, creating positive interactions while clearly communicating the value of comparing insurance options.
Success is measured through transfer rates and other key performance indicators in a competitive, achievement-oriented environment.
Paid training and ongoing coaching are provided to help you develop the skills needed to succeed and potentially advance into broader sales opportunities.
This position is well suited to motivated, adaptable professionals who enjoy working toward measurable goals and building a career in sales.