Cold Call Opener for Live Transfer Campaign

The Company
Family owned and operated, Taylored Legacy Insurance Services, Inc. is currently the fastest growing, top producing final expense agency in the nation. Since our agency was formed in 2008, we strive harder than any other insurance company to provide the best customer service in the insurance industry. We have become experts at what we do.

Taylored Legacy Insurance Services has been in the business for over 10 years, and continues to grow every day. Taylored Legacy wants to partner with you to represent and distribute our revolutionary final expense and funeral insurance products to the expanding senior market. We represent Lincoln Heritage Life Insurance Company®, the largest burial insurance company in the country. Read Lincoln Heritage reviews.

The Role
The Cold Call Opener for a live transfer insurance campaign is responsible for making initial contact with potential customers (cold calling) to gauge their interest in insurance products. You will then qualify the lead and, if a good fit, transfer them to a licensed insurance agent for a detailed sales conversation. This role is fast-paced, requires excellent communication skills, and focuses on building rapport and generating qualified leads.

The Tasks
Making outbound calls using a provided list of potential customers
Delivering a friendly and engaging script to introduce yourself, our agency, and our insurance products
Actively listening to customer needs and concerns related to insurance
Asking qualifying questions to assess customer interest in specific products
Transferring interested customers to licensed agents for a detailed consultation
Keeping detailed call records in our CRM system
Maintaining a positive and professional demeanor throughout all interactions

The Perfect Candidate
Excellent communication and interpersonal skills
The ability to speak clearly and confidently on the phone
Strong active listening skills
A coachable attitude and willingness to learn
Proficiency with a computer and CRM software
Ability to work independently in a home office environment
A reliable wired internet connection, working PC, and a USB headset

THIS IS URGENT! START DATE WILL BE ON MARCH 27, 2024!
*This is a work from home role but applicants from Davao City and surrounding areas will be given priority as the company is going to set up a site in Davao.

Please note: Only shortlisted candidates will be moving on to the next stage of our selection process!