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Overview

Sales Qualification Associate I

Job Summary:

Sales Qualification Advisor (“SQA”) team members 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.

Supervisory Responsibilities:

This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

Responsible for creating a positive 1st impression of SelectQuote by having a positive tone of voice and conversational energy on a consumer's 1st interaction with the company.

Answering 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 best-in-call agents.

Intense focus on script adherence customer screening and handling and overcoming consumer objections and stalls to get them the help they need in their shopping experience.

Willingness to receive improvement coaching implement those suggested actions and show demonstrated improvement.

Meet and exceed specified monthly goals for transfer rates and other key performance indicators.

Skills/Abilities:

Excellent oral communication with strong interpersonal skills

Strong conversational phone skills

Ability to take feedback and implement to improve performance

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 remotely if required and basic computer skills

Hardwired high-speed internet connection with a minimum download speed of 20mbps and upload speed of 20mbps

Education and Experience: 

Associates or bachelor's degree preferred

Preferred 1 year or more experience working in a contact or call center environment

Proven track record of exceeding goals in past positions

Experience working in a professional office setting

Preferred experience in retention escalations upselling and sales

Job stability

Certificates/Licenses/Registration

N/A

Financial Responsibilities (budget revenue):

This position has no budget responsibilityauthority and/or level of control.

Physical Requirements:

Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites.  The noise level in the work environment is usually moderate.

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.

Responsibilities

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.

Qualifications

Sales Qualification Associate

Job Summary: 

SelectQuote is seeking confident, competitive, resilient, and coachable individuals to join our Qualifications Team as a Sales Qualification Associate (SQA).

The SQA is the first sales contact for consumers who have expressed interest in SelectQuote's insurance products. You will engage primarily with inbound prospects, understand their needs, communicate SelectQuote's value proposition, overcome objections, and qualify customers for transfer to a licensed insurance agent.

This is an unlicensed sales position. Candidates who currently hold an insurance license will not be considered.

This is not a traditional customer service role. It is a high-volume, performance-driven position requiring strong communication skills, consistent engagement, objection handling, and the ability to meet measurable goals.

Successful associates may have opportunities to advance into additional sales roles. 

Key Responsibilities: 

• Handle primarily inbound calls, averaging approximately 200 calls per day.
• Create a confident, energetic, professional, and conversational customer experience.
• Build rapport, actively listen, ask effective questions, and understand customer needs.
• Explain SelectQuote's value proposition and qualify customers for transfer to a licensed agent.
• Handle and overcome objections, hesitation, and stalls to move qualified customers forward.
• Maintain conversational engagement and avoid unnecessary pauses or dead air.
• Follow heavily scripted conversations, processes, and instructions accurately while keeping conversations natural.
• Meet or exceed transfer goals and other performance-based KPIs.
• Accept coaching and demonstrate the ability to apply feedback.
• Adapt to changes and remain productive in a fast-paced, high-volume environment.

Qualifications:  

• High school diploma or equivalent required.

• Strong verbal communication, active listening, and reading comprehension skills.

• Ability to communicate clearly, confidently, and conversationally over the phone.

• Ability to think on your feet and respond appropriately to customer concerns.

• Comfortable handling rejection and overcoming objections.

• Competitive, goal-oriented, and motivated by measurable results.

• Previous sales, call center, inside sales, or other performance-based customer-facing experience preferred.

• Demonstrated reliability and consistent employment history preferred.

• Candidates should be prepared to clearly explain significant employment gaps, frequent job changes, or short-term/seasonal positions.

• Current insurance licenses are not eligible for this position

This Role Is a Good Fit for You If... 

• You enjoy competition and measurable goals.

• You are confident talking with people throughout the day.

• You can keep a conversation engaging and natural over the phone.

• You don't give up when a customer says "no."

• You can listen to an objection, understand the concern, and confidently redirect the conversation.

• You are comfortable with high call volume, performance expectations, and heavily scripted conversations.

• You take coaching seriously and can change your approach based on feedback.

• You are dependable, consistent, and looking for a long-term opportunity.

• You hold yourself accountable for your results and are motivated to continuously improve.

• You want to build a career in sales.

This Role May Not Be a Good Fit for You If... 

• You are primarily looking for a traditional customer service role.

• You prefer low-volume conversations or limited performance measurement.

• You become uncomfortable when customers push back or say no.

• You have difficulty maintaining an engaging, conversational phone presence.

• You prefer to end a conversation rather than work through an objection.

• You have difficulty following scripts, instructions, or established processes.

• You are uncomfortable receiving coaching or changing your approach.

• You are not comfortable being measured against sales goals, KPIs, or individual performance expectations.

• You are primarily looking for a work-from-home position for flexibility rather than a performance-driven sales career.

• You are unable to make a consistent commitment to the role or cannot clearly explain significant gaps or frequent transitions in your employment history.

Remote Work Requirements 

• Private, dedicated workspace free from distractions and other members of your household.

• Reliable high-speed internet with minimum 20 Mbps download / 20 Mbps upload.

• Ability to remain fully engaged and available throughout scheduled working hours.

• Ability to work consistently without managing personal responsibilities during scheduled work time.

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 describe the general nature and level of work performed in this position and are not intended to be an exhaustive list of responsibilities, qualifications, or requirements.

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