eFinancial

Call Center Representative

• Conduct calls with prospects to collect information and transfer qualified leads to licensed insurance advisors
• Use multiple computer systems and databases to look up lead records and accurately disposition interactions
• Follow phone scripts and workflows to maintain compliance with applicable laws and regulations
• Collect accurate information to facilitate life insurance sales
• Meet performance metrics including attendance, call availability, daily call minimums, call-to-transfer percentage, quality scores, and customer satisfaction ratings
• Participate in training as needed to remain current on systems and regulatory requirements
• Sit or stand at a desk while using a computer and telephone headset
• No on-camera presence is required

Part-Time Contact Center Representative