Telesales Consultant - Insurance

HTIC Global; Ernakulam; On-site; INR 250,000 - 400,000; Full time

Job summary

Infopark invites applications for a Telesales Consultant - Insurance. The role focuses on promoting and selling insurance products by reaching out to potential customers, assessing their needs, and offering suitable policies.

Graduation (any stream) with 50% is required. Strong English communication, polished phone etiquette, and proven telesales experience are essential to build rapport, handle quotes, and close sales while maintaining CRM records.

Qualifications

• Experience in telesales or sales is required.
• Excellent spoken and written English communication.
• Ability to understand customer needs and present suitable policies.

Responsibilities

• Contact potential clients and build rapport via calls and referrals.
• Assist businesses and individuals in selecting suitable insurance policies.
• Prepare quotes, maintain client records, and answer policy questions.
• Maintain detailed CRM records of interactions and sales activities.
• Document client information and policy details accurately.
• Engage existing clients for renewals and add-ons as appropriate.

Skills

Telesales experience

Phone etiquette

Negotiation skills

English communication

Customer needs analysis

Education

Graduation 50%

Job description

Telesales Consultant - Insurance

Role Summary: The primary function of the role is to promote and sell insurance products by actively reaching out potential customers, understanding their insurance needs, and offering suitable insurance products to meet those requirements.

Roles & Responsibilities:

• Contact potential clients and create rapport by networking, cold calling, using referrals etc.
• Help businesses, individuals, and families select an insurance policy that best fits their needs.
• Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
• Keep detailed records of customer interactions, transactions, and sales activities in the company's CRM system.
• Ensure accurate and complete documentation of customer information and policy details.
• Maintain regular contact with existing clients to discuss renewals or add-ons and suggest modifications and updates to existing clients’ insurance policies.

Educational Qualifications Required:

• Graduation in any stream with a 50% score.

Knowledge:

• Extensive and up to date knowledge of various insurance products, coverage options, industry regulations and market trends.

Skills Required:

• Demonstrable success working in telesales or sales
• Apt phone etiquette and friendly phone voice
• Polished convincing and negotiations skills
• Excellent written and verbal English communication skills
• Flexibility and openness to innovation and improvement