Pre-Sales Transfer Agent (SQA101226)

SelectQuote; Wisconsin; On-site; USD 42,000 - 52,000; Full time

Job summary

SelectQuote in Wisconsin is seeking a Sales Qualification Associate to connect with inbound prospects, understand their needs, and qualify them for transfer to a licensed agent. This is an unlicensed sales role focused on high-volume outreach and scripted conversations.

You will handle a high volume of calls, work toward measurable transfer goals, and participate in coaching to improve performance. This is a long-term career path in a fast-paced sales environment.

Qualifications

• High school diploma or equivalent required.
• Strong verbal communication, active listening, and reading comprehension.
• Ability to communicate clearly over the phone and handle objections.
• Competitive, goal-oriented, and motivated by measurable results.

Responsibilities

• Handle inbound calls, averaging around 200 calls per day.
• Create a confident, energetic, professional customer experience.
• Qualify customers for transfer to a licensed agent.
• Meet or exceed transfer goals and KPIs.

Skills

Verbal communication

Goal oriented

Coachable

Resilience

Education

High school diploma or equivalent

Job description

Company Overview

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

SelectQuote is seeking confident, competitive, resilient, and coachable individuals to join our Qualifications Team as a Sales Qualification Associate (SQA).

The SQA is the first sales contact for consumers who have express interest in SelectQuote's insurance products. You will engage primarily with inbound prospects, understand their needs, communicate SelectQuote's value proposition, overcome objections, and qualify customers for transfer to a licensed insurance agent.

This is an unlicensed sales position. Candidates who currently hold an insurance license will not be considered.

This is not a traditional customer service role. It is a high-volume, performance-driven position requiring strong communication skills, consistent engagement, objection handling, and the ability to meet measurable goals.

Successful associates may have opportunities to advance into additional sales roles.

Key Responsibilities

• Handle primarily inbound calls, averaging approximately 200 calls per day.
• Create a confident, energetic, professional, and conversational customer experience.
• Build rapport, actively listen, ask effective questions, and understand customer needs.
• Explain SelectQuote's value proposition and qualify customers for transfer to a licensed agent.
• Handle and overcome objections, hesitation, and stalls to move qualified customers forward.
• Maintain conversational engagement and avoid unnecessary pauses or dead air.
• Follow heavily scripted conversations, processes, and instructions accurately while keeping conversations natural.
• Meet or exceed transfer goals and other performance-based KPIs.
• Accept coaching and demonstrate the ability to apply feedback.
• Adapt to changes and remain productive in a fast-paced, high-volume environment.

Qualifications

• High school diploma or equivalent required.
• Strong verbal communication, active listening, and reading comprehension skills.
• Ability to communicate clearly, confidently, and conversationally over the phone.
• Ability to think on your feet and respond appropriately to customer concerns.
• Comfortable handling rejection and overcoming objections.
• Competitive, goal-oriented, and motivated by measurable results.
• Previous sales, call center, inside sales, or other performance-based customer-facing experience preferred.
• Demonstrated reliability and consistent employment history preferred.
• Candidates should be prepared to clearly explain significant employment gaps, frequent job changes, or short-term/seasonal positions.
• Current insurance licenses are not eligible for this position

This Role Is a Good Fit for You If

• You enjoy competition and measurable goals.
• You are confident talking with people throughout the day.
• You can keep a conversation engaging and natural over the phone.
• You don't give up when a customer says "no."
• You can listen to an objection, understand the concern, and confidently redirect the conversation.
• You are comfortable with high call volume, performance expectations, and heavily scripted conversations.
• You take coaching seriously and can change your approach based on feedback.
• You are dependable, consistent, and looking for a long-term opportunity.
• You hold yourself accountable for your results and are motivated to continuously improve.
• You want to build a career in sales.

This Role May Not Be a Good Fit for You If

• You are primarily looking for a traditional customer service role.
• You prefer low-volume conversations or limited performance measurement.
• You become uncomfortable when customers push back or say no.
• You have difficulty maintaining an engaging, conversational phone presence.
• You prefer to end a conversation rather than work through an objection.
• You have difficulty following scripts, instructions, or established processes.
• You are uncomfortable receiving coaching or changing your approach.
• You are not comfortable being measured against sales goals, KPIs, or individual performance expectations.
• You are primarily looking for a work-from-home position for flexibility rather than a performance-driven sales career.
• You are unable to make a consistent commitment to the role or cannot clearly explain significant gaps or frequent transitions in your employment history.

Remote Work Requirements

• Private, dedicated workspace free from distractions and other members of your household.
• Reliable high-speed internet with minimum 20 Mbps download / 20 Mbps upload.
• Ability to remain fully engaged and available throughout scheduled working hours.
• Ability to work consistently without managing personal responsibilities during scheduled work time.

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 describe the general nature and level of work performed in this position and are not intended to be an exhaustive list of responsibilities, qualifications, or requirements.

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