Engage with prospective customers via phone calls, emails, and marketing channels.
Generate leads through cold calling, inbound inquiries, and marketing campaigns.
Qualify leads based on customers’ health needs and financial requirements.
Explain the benefits and features of health insurance policies.
Provide personalized recommendations based on customer needs.
Address customer queries regarding policy coverage, premiums, and exclusions.
Persuade customers to purchase health insurance plans, ensuring value-driven sales.
Handle objections and negotiate terms effectively.
Maintain compliance with industry regulations while closing deals.
Build and maintain strong relationships with new and existing customers.
Follow up with leads to improve conversion rates and ensure satisfaction.
Update customer interactions in CRM software for seamless tracking.
Ensure accurate recording of sales transactions per industry standards.
Collect required customer documentation for policy issuance.
Stay informed on industry regulations and insurance policies.
Meet and exceed individual sales KPIs and revenue goals.
Work closely with the sales manager to optimize performance.
Share insights with the sales team to refine strategies and improve customer engagement.
Provide feedback to the marketing and product teams regarding customer needs and market trends.
Bachelor’s degree (mandatory).
1-3 years of experience in tele-sales, preferably in insurance or financial services.
Exceptional communication skills in English (written & verbal).
Strong sales acumen with a proven ability to meet targets.
Basic knowledge of health insurance products & industry regulations.
Proficiency in using CRM software and MS Office tools.
Self-motivated and goal-driven attitude.
Relationship-Building: Ability to develop long-term client engagement strategies.
Negotiation & Persuasion: Ability to handle objections and close deals.
Problem-Solving: Effective resolution of customer concerns regarding policies.
Analytical Thinking: Understanding market trends to optimise sales strategies.
Competitive salary with performance-based incentives.
Health and wellness benefits.
Training and career development opportunities.
Opportunity to grow within a fast-paced, dynamic organisation.