Pre-Sales Transfer Agent (SQA092126)

SelectQuote Insurance Services; Idaho; On-site; USD 36,000 - 48,000; Full time

Job summary

SelectQuote Insurance Services in Idaho seeks a Sales Qualification Associate to handle inbound inquiries and triage to licensed agents. You will work in a fast-paced environment, focused on delivering a positive first impression and guiding customers through the shopping process.

The role emphasizes script adherence, coaching-driven improvement, and reaching monthly performance targets. This unlicensed position offers room to grow into sales after proven success.

Qualifications

• Not a customer service role.
• No insurance licenses required.
• Strong ability to handle objections and maintain script adherence.

Responsibilities

• Handle mainly inbound calls from prospects (approx. 200/day).
• Triaging inquiries to licensed agents when appropriate.
• Educate customers on SelectQuote value proposition: 'We shop, you save'.
• Maintain compliance with scripts and improve through coaching.
• Meet monthly transfer rate and KPI goals.

Skills

Excellent oral communication

Interpersonal skills

Time management

Ability to learn quickly

Competitive drive

Tech proficiency

Professional conduct

Private workspace

Reliable internet

Education

High school diploma

Job description

Company Overview

More than 35 years ago, SelectQuote was founded on one core promise:

More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

About The Role

Sales Qualification Associate

Job Summary

This is an unlicensed position. Candidates with Insurance Licenses will not be considered. SelectQuote is looking to hire individuals for our Sales Qualification Associate ("SQA") role within our SelectQuote Qualifications Team, where associates are responsible for handling all of SelectQuote's insurance product inquiries. The SQA team will work with consumers on understanding their needs and triaging them to a licensed agent. We have a fun, comfortable, and fast-paced working environment where our employees are rewarded for their achievements. This role is a fantastic opportunity for someone wanting to expand into sales after proven success in this role. After applying, you will receive a phone call to complete our pre-screening questionnaire.

Essential Duties And Responsibilities

• Paid training; we will give you all the tools you need for success
• Responsible for creating a positive 1st impression of SelectQuote by having a conversational, energetic tone of voice.
• Answering primarily inbound calls (approximately 200 a day) from sales prospects and third-party partners
• Execute transfer of potential customers to a licensed insurance agent
• Educate consumers on SelectQuote's value proposition of "We shop, you save" through our 20+ A-Rated carrier comparison shopping technology, and further sell them on the importance of talking to our sales agents.
• Intense focus on script adherence, client screening, and handling and overcoming objections and stalls to get them the help they need in their shopping experience.
• Willingness to receive improvement coaching and implement those suggested actions
• Meet and exceed specified monthly goals for transfer rates and other key performance indicators.
• Become a part of a competitive team atmosphere and great culture that rewards performance.

Skills/Abilities

• This is not a customer service role.
• Excellent oral communication with strong interpersonal skills and conversational phone skills
• Excellent time management skills
• Ability to learn and adapt to changes quickly
• Competitive personality & an internal motivation - You need to have the drive to overcome customer objections and compete with yourself and other agents to succeed and hit new goals.
• Ability to follow instructions and have proficiency with technology, especially computers, software applications and phone systems'
• Demonstrated professionalism in conduct and behaviors
• Ability to work in a private, dedicated workspace free from distractions
• Hardwired high-speed internet connection with a minimum download speed of 20mbps and upload speed of 20mbps

Education And Experience

• High school diploma or equivalent is required
• Sales Experience is preferred: We are looking for candidates with a sales mindset to join our team. Call center, sales with metrics, or a performance-based client-facing job in the last 2 years is preferred.
• Experience working in a professional office setting
• Job stability

Requirements

• Prolonged periods of sitting at a desk and working on a computer

SelectQuote Core Values

• Service: We create positive customer experiences.
• Entrepreneurship: We create innovate & take risks.
• Leadership: We build & invest in high-performing teams.
• Empowerment: We embrace a changing environment.
• Courage: We challenge the status quo & drive continuous improvement.
• Teamwork: We help support & celebrate each other.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.

Additional Information