Pre-Sales Transfer Agent

📋 Description

• Handle inbound calls from prospective customers and partners in a high-volume environment (~200
• Make a positive first impression and maintain engaging customer experience
• Understand insurance needs and screen/qualify prospects before transferring to licensed agents
• Educate customers on benefits of comparison shopping and value of speaking with a licensed
• Follow scripts and qualification processes while maintaining natural conversations
• Address objections to move prospects toward next steps

🎯 Requirements

• High school diploma or equivalent required
• Recent sales, call center, or performance-based experience preferred (past 2 years)
• Sales-oriented mindset with internal motivation to achieve goals
• Excellent verbal and interpersonal communication
• Strong listening, objection-handling, and conversational skills
• Excellent time-management and organization for high-volume work

🎁 Benefits

• Paid training with tools/resources to build a strong foundation
• Opportunity to develop professional sales and qualification skills
• Potential pathway to broader sales opportunities
• Performance-driven team culture recognizing achievement
• Coaching and ongoing professional development
• Measurable goals and clear performance expectations