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Warm Transfer Agent Jobs (NOW HIRING)

Pinnacle Collective

Real Estate Sales Agent

Watertown, WI · On-site

$78K - $104K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

Milwaukee, WI · On-site

$80K - $108K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

Chicago, IL

$84K - $113K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

Aurora, IL

$81K - $109K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

West Bend, WI

$82K - $111K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

Mequon, WI

$72K - $97K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

Waukesha, WI · On-site

$82K - $110K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Pinnacle Collective

Real Estate Sales Agent

Naperville, IL

$81K - $109K/yr

Want access to warm transfer opportunities * Are interested in buyer and seller business * Want marketing and transaction support * Are serious about growing in the greater Milwaukee market This is ...

Davis Insurance Inc

Insurance Agent

Bowling Green, KY · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is a self-prospecting role for an agent who'd rather drive their own pipeline than wait on warm transfers. You'll write a mix of personal and commercial lines, with full carrier access and the ...

Davis Insurance Inc

Insurance Agent

Bowling Green, KY · On-site

$50K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

This is a self-prospecting role for an agent who'd rather drive their own pipeline than wait on warm transfers. You'll write a mix of personal and commercial lines, with full carrier access and the ...

AWL

Life & Health Insurance Sales Agent

Austin, TX · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Policy Sales Agent you will have access to all the top products in the market, and your job ... calls, warm transfers, and call on warm leads of interested consumers. Bottom line, our agents ...

AWL

Life & Health Insurance Sales Agent

Austin, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Policy Sales Agent you will have access to all the top products in the market, and your job ... calls, warm transfers, and call on warm leads of interested consumers. Bottom line, our agents ...

Wipro Limited

PRODUCTION AGENT L1

Tampa, FL · On-site

  • Medical

  • Dental

  • PTO

PRODUCTION AGENT L1 City: Tampa State/Province: Florida Posting Start Date: 8/11/26 Wipro Limited ... warm transfer calls to the appropriate area • Meets or exceeds standards for accessibility ...

Urrly

Life Insurance Agent - Remote

Dallas, TX · Remote

$45K - $60K/yr

Life Insurance Agent Location: Remote, United States Primary job-board location: Dallas, TX ... Warm live-transfer lead flow after graduation from the training ramp. * Daily coaching, scripts ...

Toast

Customer Care Tax Expert

$113K - $148K/yr

  • PTO

Support customers with tax-related questions across inbound phone (AI-routed and/or warm transfer ... Support customers through Third-Party Agent (TPA) setup * Guide customers through completing Power ...

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All JobsWarm Transfer Agent Jobs

Warm Transfer Agent information

What is a warm transfer agent?

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 key skills and qualifications needed to thrive as a warm transfer agent?

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.

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 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.

How to become a warm transfer agent?

To become a warm transfer agent, typically you need customer service or call center experience, good communication skills, and familiarity with call handling software. Some employers may require a high school diploma or equivalent and provide on-the-job training; certifications in customer service or call center operations can also be beneficial.
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 August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Intern - State Farm Agent Team Member

Anthony Luster - State Farm Agent

Eureka, MO • On-site

$18.50 - $20/hr

Part-time

Re-posted 10 days ago

Job description

Benefits:
  • Bonus based on performance
  • Flexible schedule
  • Opportunity for advancement
  • Training & development

Start the Conversation. Create the Opportunity.
At Anthony Luster Insurance & Financial Services, we believe every conversation is an opportunity to help a family protect what matters most.
We’re looking for energetic, outgoing individuals who enjoy talking with people, building relationships, and creating opportunities. As an Intern Growth Coordinator, your primary responsibility is generating appointments and opportunities for our sales team.
This is an excellent opportunity for someone interested in sales, customer engagement, business development, or a future career in insurance and financial services.
No insurance license is required to start.
What You’ll Do:
  • Generate Opportunities
    • Make outbound calls to prospects, leads, referrals, and existing customers
    • Re-engage previous quotes and inactive prospects
    • Identify potential insurance and financial services needs
    • Generate referrals through customer conversations
  • Schedule Appointments
    • Set appointments for licensed sales professionals
    • Confirm upcoming appointments
    • Conduct warm transfers when appropriate
    • Maintain a full pipeline of opportunities for the sales team
  • Build Relationships
    • Create positive first impressions
    • Build rapport and trust with customers
    • Ask discovery questions to uncover opportunities
    • Represent our agency professionally and enthusiastically
  • Maintain Records
    • Document customer interactions accurately
    • Update CRM systems daily
    • Track opportunities and follow-up activities
    • Maintain organized customer records
Daily Activity Expectations:
  • Make 100–150 outbound calls
  • Have 15–20 meaningful conversations
  • Set 3–8 appointments
  • Complete warm transfers
  • Generate referrals
  • Maintain accurate CRM documentation
What Success Looks Like
Performance is measured by:
  • Appointments Set
  • Appointments Kept
  • Meaningful Conversations
  • Warm Transfers
  • Referrals Generated
  • Activity Levels
  • CRM Accuracy
Who We’re Looking For
The ideal candidate is:
  • Positive and outgoing
  • Comfortable speaking with people by phone
  • Goal-oriented and competitive
  • Organized and dependable
  • Coachable and eager to learn
  • Self-motivated
  • Professional and team-focused
We can teach insurance. We can’t teach attitude, work ethic, and a desire to help people.
Career Growth Opportunity
Many successful insurance professionals begin their careers in opportunity generation.
Potential Career Path:
Intern Growth Coordinator → Licensed Sales Producer → Senior Producer → Sales Team Lead → Agency Leadership
We invest heavily in training and development for team members who demonstrate strong work ethic, coachability, and results.
Why Join Our Team?
  • Competitive hourly pay
  • Performance bonuses
  • Growth-focused culture
  • Ongoing coaching and development
  • Clear advancement opportunities
  • Opportunity to make a real impact
Every appointment you create has the potential to help protect a family, prepare someone for retirement, or provide peace of mind during life’s unexpected moments.