SelectQuote Insurance Services
Pre-Sales Transfer Agent (SQA021626)
SelectQuote Insurance Services, Bismarck, North Dakota, United States
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 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 first 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 20 mbps and upload speed of 20 mbps
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
S ervice: We create positive customer experiences
E ntrepreneurship: We create innovate & take risks
L eadership: We build & invest in high‑performing teams
E mpowerment: We embrace a changing environment
C ourage: We challenge the status quo & drive continuous improvement
T eamwork: 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.
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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 first 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 20 mbps and upload speed of 20 mbps
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
S ervice: We create positive customer experiences
E ntrepreneurship: We create innovate & take risks
L eadership: We build & invest in high‑performing teams
E mpowerment: We embrace a changing environment
C ourage: We challenge the status quo & drive continuous improvement
T eamwork: 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.
#J-18808-Ljbffr