What would be a job title for someone who calls out to leads and transfers them to an agent?

[multipledigits]

If someone (who is also a licensed insurance agent) receives a list of leads from a vendor and they pre-qualify the leads and then transfers them live to another agent to close the sale, what is this person doing? What would their job title be?

For some reason I’m stumped on this right now. When I worked at Assurance they’d call them “guides” but I’m thinking of something less volume-driven and more relationship/rapport building.

And yes, I know you’re probably thinking “why would someone do that instead of close the sale themselves if they’re already licensed?” but please just answer my question if you can.

 

[Tahoe Ray]

If someone (who is also a licensed insurance agent) receives a list of leads from a vendor and they pre-qualify the leads and then transfers them live to another agent to close the sale, what is this person doing? What would their job title be?

For some reason I’m stumped on this right now. When I worked at Assurance they’d call them “guides” but I’m thinking of something less volume-driven and more relationship/rapport building.

And yes, I know you’re probably thinking “why would someone do that instead of close the sale themselves if they’re already licensed?” but please just answer my question if you can.

Fluffer?

 

[multipledigits]

Fluffer?

Lol nice I just googled that and wasn’t expecting to see those results.

 

[Tahoe Ray]

Lol nice I just googled that and wasn’t expecting to see those results.

I just always called them screeners. Were you looking for a name that's more client facing?

 

[Newby]

Pre-screener maybe?

 

[straightnochaser]

SDR - Sales Development Representative

 

[axeman462]

Customer Relationship Development Assistant

 

[rmhaire]

If I was a licensed agent that qualified leads and then sold or passed them off to another agent I'd call myself a SHWIM ..... Should Have Wrote It Myself.

 

[DayTimer]

What would their job title be?

Fronter

 

[LostDollar]

Fluffer?

Fluffers are used to aerate bedding, speeding up its bacterial breakdown. They also level bedding, making it more comfortable and safer for cows.

[EXTERNAL LINK] - Fluffer | Mensch Manufacturing