Telesales Business Development Executive

We are looking for a Business Development Executive to join our team at Insurancetak Financial Consultant. This role involves managing essential data processes, ensuring accuracy, and providing administrative support. Get a salary of ₹ 15,000 - ₹ 40,000 along with career growth opportunities in a collaborative environment.

Key Responsibilities:

• 1. Customer Calling & Lead Handling

• - Make outbound calls to prospective customers from company-provided leads/data.

- Understand customer requirements, existing insurance coverage, and financial needs

.

• - Maintain regular follow-ups with interested and pending customers.
• 2. Health Insurance Sales
• - Explain health insurance plans, coverage, benefits, exclusions, waiting periods, and premium details clearly.
• - Recommend suitable insurance plans based on customer requirements.
• - Generate quotations and assist customers throughout the sales process.
• - Achieve assigned monthly sales and premium targets.
• 3. Lead Conversion & Follow-up
• - Convert qualified leads into successful policy sales.
• - Follow up with customers through calls and approved communication channels.
• - Maintain a proper follow-up schedule and ensure no genuine lead is missed.
• - Reconnect with customers who are interested but need additional time to make a decision.
• 4. Customer Relationship Management
• - Build professional relationships with customers.
• - Resolve basic customer queries and coordinate with the relevant team for complex issues.
• - Maintain accurate customer information and communication history in the CRM.
• 5. Policy Issuance Support
• - Collect required customer/proposal information and documents.
• - Coordinate with the operations/insurance team for proposal processing and policy issuance.
• - Ensure customer details are correctly entered before submission.
• 6. CRM & Daily Reporting
• - Update every lead, call outcome, follow-up, and sales status in the CRM.
• - Submit daily activity and sales reports to the Team Leader.
• - Maintain accurate records of hot, warm, cold, converted, and not-interested leads.
• 7. Target & Performance
• - Achieve daily calling, follow-up, conversion, and monthly premium targets.
• - Participate in sales campaigns, contests, and team activities.
• - Work closely with the Team Leader to improve conversion and sales performance.
• 8. Compliance & Professional Conduct
• - Provide accurate and transparent information to customers.
• - Follow company SOPs, sales processes, and compliance guidelines.
• - Do not make false promises or provide misleading information regarding insurance benefits.
• Maintain confidentiality of customer and company information.

• Key Perf
• ance Areas (KPIs)
• - Daily outbound calls
• - Qualified leads generated
• - F
• ow-ups completed
• - Lead-to-sale conversion
• - Monthly net premium achievement
• olicy issuance/closure ratio
• - CRM accuracy and timely updates
• - Customer s
• sfaction
• - Attendance and punctuality confidentiality.

Job Requirements:

The minimum qualification for this role is 12th Pass and candidate must be a fresher or experience. The position requires strong organizational skills, attention to detail, and the ability to handle multiple tasks.

• It is a Full Time Telesales / Telemarketing job for candidates with Freshers.