Telesales Representative

Apna Insurance™; Bengaluru; On-site; INR 250,000 - 400,000; Full time

Job summary

Apna Insurance™ in Bengaluru is seeking a full-time Telesales Representative to engage with prospective and existing clients over phone calls, explain insurance products, and assess coverage needs in line with a client-first advisory approach.

You will handle inquiries, follow-ups, and maintain records in the CRM, coordinate with internal teams for policy details, and strive to meet sales targets ethically while staying updated on products through ongoing training.

Qualifications

• Excellent communication and active listening to explain insurance concepts.
• Proven customer service and sales aptitude.
• Ability to meet sales targets ethically and consistently.
• Experience with telesales or call centers preferred.
• Familiarity with CRM usage and accurate record-keeping.
• High school diploma; bachelor’s degree valued.

Responsibilities

• Make outbound calls to prospects and respond to inquiries.
• Explain insurance products and assess client coverage needs.
• Maintain CRM records of conversations and sales activities.
• Coordinate with internal teams for policy information.
• Meet defined sales targets and adhere to regulatory guidelines.
• Participate in ongoing product and process training.

Skills

Strong Communication

Customer Service

Sales Skills

CRM Tools

Training Mindset

Telesales

Time Management

Target-driven

Documentation

Education

High school diploma

Bachelor's degree beneficial

Tools

CRM software

Job description

Company Description

Apna Insurance™ (Apna Insurance Broking Consultants India Pvt. Ltd.) is an IRDA-licensed insurance brokerage specializing in life, health, and general insurance advisory. Founded in 2001, the firm is guided by a leadership team with deep insurance domain expertise and strong industry experience. The company is committed to representing clients’ interests, not those of insurance companies, providing unbiased and transparent guidance. Apna Insurance™ helps individuals and businesses assess risks, structure cost-efficient policies, and navigate insurer options with clarity. Its services span risk assessment, policy structuring, premium optimization, end-to-end servicing support, and claims assistance to ensure reliable, client-centric solutions.

Role Description

This is a full-time, on-site Telesales Representative role based in Bengaluru. The Telesales Representative will engage with prospective and existing clients over phone calls to explain insurance products, understand coverage needs, and recommend suitable solutions in line with the company’s client-first advisory approach. Daily responsibilities include making outbound calls, responding to inbound inquiries, handling follow-ups, and maintaining accurate records of conversations and sales activities in the CRM system. The role involves coordinating with internal teams for policy information, assisting clients with basic servicing queries, and supporting the resolution of issues to enhance client satisfaction. The Telesales Representative is expected to meet defined sales targets ethically, adhere to regulatory guidelines, and participate in ongoing training to stay updated on products and processes.

Qualifications

• Strong Communication skills, including clear verbal articulation, active listening, and the ability to simplify insurance concepts for clients.
• Customer Service and Customer Support skills to handle inquiries, resolve concerns, and build long-term client relationships.
• Proven Sales skills, with the ability to convert leads, manage pipelines, and achieve targets while maintaining ethical and client‑centric practices.
• Training experience or willingness to participate in product and process training to continuously improve performance and knowledge.
• Prior experience in telesales, call center operations, or financial services is preferred; exposure to insurance or broking is an advantage.
• Comfort with using CRM tools, basic computer applications, and maintaining accurate digital records.
• Ability to work in a structured, target‑driven environment, with strong time management and organizational skills.
• Minimum educational qualification: high school diploma; a bachelor’s degree in business, finance, or a related field is beneficial.