Department: Insurance Division
Location: [Your Office Location] / Hybrid (as applicable)
Reporting To: Sales Manager / Insurance Head
Employment Type: Full-Time / Part-Time
We are looking for a proactive and persuasive Tele Caller to join our growing Insurance team. The role involves calling potential customers, understanding their insurance needs, educating them on our offerings (Life, Health, Term, Motor), and converting leads into successful sales.
Make 80–100 outbound calls per day to potential leads.
Educate prospects on insurance products and benefits.
Schedule meetings with interested clients or complete sales over the phone.
Convert inquiries into policy sales.
Maintain timely follow-ups on warm/hot leads.
Ensure proper documentation is collected and updated.
Coordinate with field sales/insurance advisors for closures.
Record all interactions in CRM software.
Maintain detailed call logs, feedback, and follow-up dates.
Update client database with accurate information.
Build and maintain a good relationship with prospects and existing clients.
Handle objections or queries with confidence and clarity.
Meet daily, weekly, and monthly call and sales targets.
Contribute to the overall team sales target.
Number of Calls Made per Day
Number of Appointments Scheduled
Lead Conversion Ratio
Policy Sales (Monthly)
Revenue Generated
Customer Feedback Score
Minimum 6 months to 2 years of telecalling/sales experience (preferably in insurance/banking/loans).
Excellent communication and negotiation skills.
Fluent in Tamil and basic English (or based on location).
Strong persuasion and interpersonal skills.
Basic computer and CRM usage knowledge.
Fixed Salary: ₹10,000 – ₹18,000/month (based on experience)
Performance Incentives: Based on monthly sales (unlimited potential)
Other Perks: PF/ESI (if applicable), Bonus, Festival Incentives
9:30 AM – 6:30 PM (Mon-Sat)
Sunday Holiday
Fast-growing financial consulting brand
Transparent incentive structure
Career growth in insurance and financial domain
Supportive and ethical work environment