Job Description – Telesales Executive | Insurance
Job Title: Telesales Executive – Insurance
Industry: Insurance
Job Type: On-site
Department: Sales
About the Role
We are looking for an enthusiastic and target-oriented Telesales Executive to generate leads, connect with prospective customers, understand their insurance requirements, and convert leads into successful policy sales. The ideal candidate should have excellent communication and convincing skills with a strong focus on achieving sales targets.
Key Responsibilities
- Make outbound calls to prospective and existing customers to promote insurance products.
- Understand customer requirements and recommend suitable insurance plans.
- Explain policy features, benefits, coverage, terms, and premium details clearly.
- Generate leads through calling, follow-ups, referrals, and assigned databases.
- Maintain regular follow-up with interested customers and convert leads into sales.
- Achieve daily, weekly, and monthly sales targets.
- Handle customer queries and provide accurate information regarding insurance products.
- Build and maintain good relationships with customers.
- Maintain accurate records of calls, leads, follow-ups, and sales in CRM systems.
- Coordinate with the operations/underwriting team for documentation and policy processing.
- Ensure timely collection of required customer documents.
- Follow company sales processes, compliance guidelines, and ethical selling practices.
- Participate in sales campaigns and promotional activities as required.
Candidate Requirements
- Minimum qualification: 12th Pass / Graduate preferred.
- 0–3 years of experience in telesales, telecalling, insurance, banking, financial services, or direct sales.
- Freshers with excellent communication and sales aptitude can also be considered.
- Excellent verbal communication and convincing skills.
- Good knowledge of Hindi and English; knowledge of the local language will be an advantage.
- Strong negotiation, persuasion, and customer-handling skills.
- Target-oriented and comfortable working in a fast-paced sales environment.
- Basic knowledge of MS Office and CRM software.
- Should have a positive attitude and willingness to learn insurance products.
Key Skills
- Telesales & Telecalling
- Lead Generation
- Insurance Sales
- Customer Relationship Management
- Follow-up & Conversion
- Negotiation & Convincing Skills
- Target Achievement
- Communication Skills
- CRM Management
Salary: As per company norms & experience + Incentives
Location: As per company requirement
Job Type: Full-time, On-site
Pay: ₹20,000.00 - ₹30,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Work Location: In person
