ZipRecruiter

Log In

1

Warm Transfer Agent Jobs (NOW HIRING)

The Dark Horse Group

Real Estate Sales Agent

San Antonio, TX

$74K - $99K/yr

Fello opportunities * 12-15+ warm transfer leads per month * Follow Up Boss CRM with AI follow-up ... agent's personal production. The goal is not just to give agents more tools. The goal is to help ...

New

The Dark Horse Group

Real Estate Sales Agent

Phoenix, AZ

$81K - $109K/yr

Fello opportunities * 12-15+ warm transfer leads per month * Follow Up Boss CRM with AI follow-up ... agent's personal production. The goal is not just to give agents more tools. The goal is to help ...

New

State Farm

Intern - State Farm Agent Team Member

Eureka, MO · On-site

$18.50 - $20/hr

Conduct warm transfers when appropriate * Maintain a full pipeline of opportunities for the sales ... Before becoming a State Farm Agent, I was previously employed as a State Farm Agent Team Member.

New

AgencyCPR

Be Seen First

Remote Insurance Sales Agent

Las Vegas, NV · Remote

$30/hr

... the best insurance agent! This opportunity is unlike any other. We provide the leads and ... Quote new business by taking warm transfers from our amazing telemarketers and prospect through ...

next page

Showing results 1-20

People also search for

All JobsWarm Transfer Agent Jobs

Warm Transfer Agent information

What is the difference between Warm Transfer Agent vs Customer Service Representative?

AspectWarm Transfer AgentCustomer Service Representative
Required CredentialsHigh school diploma, communication skills, sometimes CRM software knowledgeHigh school diploma or equivalent, customer service skills
Work EnvironmentCall centers, sales, support teamsCall centers, retail, support departments
Employer & Industry UsageTelecom, finance, tech supportRetail, telecom, healthcare, various industries
Comparison Search IntentUnderstanding specific transfer processesGeneral customer support roles

Warm Transfer Agents focus on transferring calls smoothly by ensuring the customer is connected to the right person, often requiring specific communication skills. Customer Service Representatives handle a broader range of customer inquiries and support tasks. While both roles involve call handling, Warm Transfer Agents specialize in seamless call transfers within organizations.

What are Warm Transfer Agents?

Warm Transfer Agents are customer service representatives who facilitate smooth handoffs between a caller and another agent or department. Unlike a cold transfer, where the caller is transferred without any introduction, a warm transfer involves the initial agent briefing the next agent about the caller's needs before connecting them. This ensures a more seamless and personalized customer experience, as the receiving agent is already informed about the situation. Warm Transfer Agents are commonly found in call centers, customer support, and technical help desks.

What are the main challenges Warm Transfer Agents face when facilitating live call handoffs?

Warm Transfer Agents often handle the challenge of quickly building rapport with callers, accurately identifying their needs, and ensuring all relevant information is communicated during the handoff to another representative. They must remain calm and professional under pressure, especially when dealing with frustrated or confused customers. Additionally, effective collaboration with various departments is crucial to ensure seamless transitions and maintain a positive customer experience.

What are the key skills and qualifications needed to thrive as a Warm Transfer Agent, and why are they important?

To excel as a Warm Transfer Agent, you need strong verbal communication skills, customer service experience, and typically a high school diploma or equivalent. Familiarity with call center software, CRM systems, and telecommunication platforms is often required. Active listening, patience, and the ability to remain calm under pressure are critical soft skills for delivering a positive caller experience. These abilities are vital for ensuring smooth call transitions and maintaining customer satisfaction in high-volume environments.
More about Warm Transfer Agent jobs
What states have the most Warm Transfer Agent jobs? States with the most job openings for Warm Transfer Agent jobs include:
What job categories do people searching Warm Transfer Agent jobs look for? The top searched job categories for Warm Transfer Agent jobs are:
Warm Transfer Agent jobs near you
Infographic showing various Warm Transfer Agent job openings in the United States as of June 2026, with employment types broken down into 62% Full Time, 36% Part Time, and 2% Contract. Highlights an 96% Physical, and 4% Remote job distribution.
Pre qualifying agent- into sales

Pre qualifying agent- into sales

Platinum Health Solutions LLC

Melville, NY

$16.50/hr

Full-time

Medical

Posted 10 days ago

Job description

Job Title: Sales Representive/ Fronter
Job Location: In person/ In office , Melville NY
Job Type: FULL-TIME (M-F 8:30 am - 6pm)
We are seeking a motivated and personable Sales Representative (Fronter) to serve as the first point of contact for prospective health insurance clients. In this role, you will engage with inbound and outbound leads, identify their level of interest, and qualify individuals who are genuinely seeking health insurance coverage. Qualified and serious prospects are then seamlessly transferred to a licensed sales agent to complete the enrollment process.
This position is ideal for individuals looking to start a career in sales or insurance, with opportunities for advancement into a licensed sales role.
Key Responsibilities
  • Make outbound calls and/or handle inbound inquiries from potential health insurance customers
  • Engage prospects in friendly, professional conversations to understand their needs and intent
  • Ask qualifying questions to determine eligibility, interest level, and readiness to enroll
  • Clearly explain the next steps in the health insurance enrollment process (without selling or advising on plans)
  • Identify and filter out uninterested, unqualified, or non-serious leads
  • Accurately document call outcomes and customer information in the CRM system
  • Warm-transfer or schedule qualified, serious prospects with licensed sales agents
  • Maintain compliance with company policies, call scripts, and data privacy standards
  • Meet or exceed daily and weekly activity and qualification targets
What This Role Is Not
  • No closing of sales
  • No quoting, recommending, or enrolling in insurance plans
  • No license is required for this role

Qualifications:
  • Strong communication and listening skills
  • Comfortable speaking on the phone for extended periods
  • Ability to build quick rapport and handle objections professionally
  • Organized, reliable, and goal-oriented
  • Basic computer skills
  • Previous call center, customer service, or sales experience is a plus but not required

Preferred Traits:
  • Positive attitude and strong work ethic
  • Coachable and eager to learn
  • Ability to stay focused and productive in a fast-paced environment
  • Interest in growing into a licensed health insurance agent role
  • SPANISH SPEAKING IS A PLUS!!!! 

Compensation & Growth opporunities:
  • Base pay + performance-based bonuses (per qualified transfer) 
  • Paid training provided
  • Clear career path to become a Licensed Health Insurance Sales Agent for top performers

What to expect: 
  • Office envorment/ call center
  • Music playing throughout the day.
  • High energy enviornment
  • Weekly Pay; Every friday