Requirements

Dial and connect

• Work through existing customer lead campaigns and cold lead campaigns with consistent energy and high activity, opening conversations from a cold start.
  
• Take live transfers from lead warmers, pick up the conversation smoothly, and carry the client through to a sale.
  

Understand and advise

• Present quotes clearly, explain product features, benefits, exclusions and costs in plain language, and handle objections without pressure.
  
• Close the sale and set the client up correctly for a smooth onboarding.
  
  

Stay compliant and accurate

• Make the required identity, purpose and call-recording disclosures