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From Home Stock Transfer Agent Jobs (NOW HIRING)

SelectQuote, Inc.

Pre-Sales Transfer Agent (SQA092126)

$38K/yr

... home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves ... Answering primarily inbound calls (approximately 200 a day) from sales prospects and third-party ...

Plume

Compliance Director

As the Chief Compliance Officer for Plume's broker-dealer and transfer agent operations, you will ... We encourage applications from senior- and mid-level professionals with strong foundational ...

Blockchain.com

Stock Plan Administrator

New York, NY · On-site +1

Partner with our transfer agent, outside counsel, and other vendors to build and maintain a robust ... Experience managing equity plans through a company's transition from private to public (IPO, SPAC ...

U.S. Bank

Mutual Fund Relationship Manager 3

Milwaukee, WI · On-site

$68K - $93K/yr

As a Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

US Bank

Mutual Fund Relationship Manager 3

Milwaukee, WI · Hybrid

$68K - $93K/yr

As a Transfer Agent, we act as liaison and provide service to over 200 mutual fund/alternative ... Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday ...

Jobtailor

Senior Stock Plan Administrator

San Jose, CA · On-site

$120 - $150/hr

Generate standard and ad‑hoc reports from the Equity Edge Online database to support Finance, Tax ... Coordinate with the Company's transfer agent to ensure the timely settlement of equity transactions ...

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All JobsStock Transfer Agent JobsFrom Home Stock Transfer Agent Jobs

From Home Stock Transfer Agent information

What is the difference between From Home Stock Transfer Agent vs Stock Transfer Clerk?

AspectFrom Home Stock Transfer AgentStock Transfer Clerk
CredentialsTypically requires knowledge of securities and transfer procedures, often with certifications like FINRA or industry-specific trainingRequires basic administrative skills, familiarity with stock transfer processes, and sometimes certification in office administration
Work EnvironmentRemote or from home setup, handling client requests and transfer documentation electronicallyUsually office-based, managing physical or digital transfer records in a corporate setting
Employer & IndustryFinancial institutions, transfer agencies, brokerage firmsCorporations, transfer agencies, and administrative offices

The From Home Stock Transfer Agent primarily works remotely, focusing on securities transfer processes with specialized certifications, while the Stock Transfer Clerk typically works onsite handling administrative transfer tasks. Both roles support securities and stock transfer functions but differ mainly in work environment and specific responsibilities.

How to become a from home stock transfer agent?

To become a from home stock transfer agent, you typically need a high school diploma or equivalent, strong organizational skills, and familiarity with stock transfer processes. Gaining experience in finance or securities, and understanding relevant regulations and software, can improve your prospects; some roles may require certification or training in securities operations.

What cities are hiring for From Home Stock Transfer Agent jobs?

Cities with the most From Home Stock Transfer Agent job openings:

What are the most commonly searched types of Stock Transfer Agent jobs?

The most popular types of Stock Transfer Agent jobs are:

What states have the most From Home Stock Transfer Agent jobs?

States with the most job openings for From Home Stock Transfer Agent jobs include:

From Home Stock Transfer Agent jobs near you

Pre-Sales Transfer Agent (SQA092126)

SelectQuote, Inc.

Remote

$38K/yr

Full-time

Posted 8 days ago

SelectQuote rating

7.4

Company rating: 7.4 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

228th of 307 rated insurance

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:
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
#LI-Remote

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