Lead Qualification Representative

Role overview

What you'll do

• Make continuous outbound calls using an automatic dialer and deliver clear, professional call openings.
• Explain the purpose and potential value of the service; confirm qualification details and identify interest.
• Handle questions and objections, obtain permission, and complete warm live transfers to sales representatives.
• Remain on the line until the receiving representative accepts the call.
• Record accurate CRM notes and dispositions; schedule callbacks and follow up on unsuccessful transfers when required.
• Respect opt-out and do-not-call requests and follow approved scripts, qualification rules, and compliance requirements.
• Participate in coaching, call reviews, and performance reporting; meet call-quality and accepted-transfer targets.

Candidate requirements

• At least three recent years of high-volume outbound-calling experience, including lead qualification and live transfers.
• Experience working to measurable hourly or daily targets and using an automatic dialer and CRM while calling.
• Strong spoken and written English, clear listening and communication skills, and effective objection handling.
• Professional composure with difficult prospects, accurate documentation habits, resilience, and ability to follow scripts and compliance requirements.
• Full-time availability during the assigned campaign schedule, verifiable employment history, and professional references.
• Dialer experience with Convoso, Five9, NICE CXone, Genesys Cloud CX, CallTools, Readymode, or a comparable system is preferred.
• Relevant sector experience is an asset; direct property-management or insurance experience is preferred but not mandatory.

Remote-work setup

• A private, professional workspace, dual monitors, a computer with at least 16 GB of RAM, and reliable internet of at least 100 Mbps are required.
• Backup internet connectivity or power, a wired noise-cancelling headset, a webcam, and a current operating system with appropriate security updates are required.

Schedule and performance

• The schedule is full-time during EST business hours.
• Performance is measured by accepted qualified transfers, qualification accuracy, call quality, compliance, CRM documentation, dialer activity, attendance, objection handling, coaching responsiveness, and consistency.
• The role may require approximately five accepted qualified transfers per dialing hour, depending on campaign conditions and lead quality.

Success in the role

• The successful candidate is confident, resilient, organized, and comfortable with consecutive outbound calls.
• The representative should recover quickly from rejection, communicate naturally within a structured process, and move interested owners toward a sales conversation.
• Strong performance must not involve misleading prospects, promising coverage, ignoring qualification requirements, or continuing after an explicit opt-out.