Lead Qualification Representative
Role Overview
Remote, full-time position requiring EST business hours.
Compensation is C$$40,000–C$$50,000 annually, based on performance and qualifications.
Qualify consumers and connect eligible individuals with licensed representatives through live transfers.
The role does not provide licensed advice or complete customer enrolments; it obtains permission and completes accurate handoffs.
Representatives may be expected to produce approximately five accepted qualified transfers per dialing hour, depending on campaign.
Key Skills for This Role
Full Job Posting
The opportunity
Remote, full-time position requiring EST business hours.
Compensation is C$$40,000–C$$50,000 annually, based on performance and qualifications.
Qualify consumers and connect eligible individuals with licensed representatives through live transfers.
The role does not provide licensed advice or complete customer enrolments; it obtains permission and completes accurate handoffs.
Representatives may be expected to produce approximately five accepted qualified transfers per dialing hour, depending on campaign.
What you’ll do
- Contact consumer leads using an outbound dialer and follow campaign scripts, introductions, and compliance requirements.
- Ask focused qualification questions and clearly explain the reason for each call.
- Handle hesitation, objections, rejection, and difficult conversations professionally.
- Obtain permission and complete warm live transfers; remain on the call until the receiving representative accepts.
- Record accurate notes, dispositions, outcomes, and follow-up requirements; handle unsuccessful transfers and callbacks according to procedures.
- Apply coaching and call-review feedback, and learn and work across different consumer-service campaigns.
Required experience
- At least three years of recent high-volume outbound calling experience.
- Experience qualifying leads and completing warm or live transfers, with measurable call, qualification, or transfer target achievement.
- Experience with Convoso, Five9, NICE CXone, Genesys Cloud CX, CallTools, Readymode, or a comparable dialer.
- Understanding of call dispositions, callbacks, holds, consultation calls, and live transfers.
- Experience maintaining accurate CRM records while speaking with consumers.
- Strong listening, communication, and objection-handling skills; maintain professionalism during rejection or abusive calls.
- Type at least 35 net words per minute with strong accuracy; provide verifiable employment history and professional references.
- Availability for the assigned full-time campaign schedule.
Preferred experience
- Experience in insurance, health-benefit programs, telecommunications, financial services, consumer services, or another regulated calling environment is an asset.
Remote technology requirements
- Computer with at least 16 GB RAM, dual-monitor setup, reliable internet of at least 100 Mbps, backup internet connection or power solution, wired noise-cancelling USB headset, and webcam.
- Quiet, private, professional workspace.
Success and role fit
Performance is measured through qualified accepted transfers, campaign production, call quality and compliance, accurate CRM records, dialer activity, attendance, objection handling, and improvement after coaching.
The role suits a confident, resilient, organized caller who can maintain quality and performance during high-volume work and recover quickly from rejection.
Selection process
- Apply with a résumé; candidates whose backgrounds align may receive a link to a short prerecorded video interview within 24–48 hours.
- Selected candidates may be asked to complete a typing test, equipment check, reference check, call role-play, and live skills interview.
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