DialXpress

• Conduct professional outbound calls to identify potential insurance customers • Qualify prospects through effective questioning and needs assessment techniques • Transfer only genuinely interested, qualified leads to our insurance agent partners • Ensure smooth, professional handoffs that position both the prospect and agent for success • Maintain exceptional transfer quality standards that maximize conversion opportunities • Document lead information accurately in our CRM system • Meet or exceed daily live transfer metrics while maintaining quality standards

• Engage with potential customers through outbound calls to generate leads. • Present and promote our services effectively to maximize sales opportunities. • Maintain accurate records of calls and customer interactions in our CRM system. • Follow up on leads and nurture relationships to convert prospects into clients. • Collaborate with the sales team to strategize on improving outreach efforts. • Stay updated on industry trends and product knowledge to answer customer inquiries. • Achieve and exceed monthly sales targets and performance metrics. • Provide exceptional customer service and support throughout the sales process.