Senior Financial Services Consultant Work From Home

Digi Tjs; United States; Remote; USD 4,700 - 5,900; Full time

Benefits offered by this job

Work from home

Job summary

DIGI TJS is seeking a Senior Financial Services Consultant to work from home in India. You will engage with customers, explain insurance savings plans, and drive prospect generation through follow-ups and CRM coordination.

The role requires 1+ year of relevant experience, excellent English, and a dedicated home workspace. Training and backend support are provided, with a strong focus on achieving monthly targets.

Qualifications

• Excellent English communication and convincing skills.
• Strong sales and customer follow-up ability.
• Dedicated workspace at home.
• Reliable Wi-Fi and strong mobile network.

Responsibilities

• Contact customers through the company-provided CRM.
• Explain guaranteed insurance savings plans and generate qualified prospects.
• Share plan details through WhatsApp/email and follow up until closure.
• Minimum 8+ follow-ups for serious prospects.
• Collect customer details, payment-mode preference and required documents.
• Coordinate with Field Sales Managers and backend team for documentation, payment, medical requirements and policy issuance.
• Maintain professional customer relationships throughout the sales process.

Skills

English communication

Sales & follow-up

CRM familiarity

Tools

CRM software

Job description

Senior Financial Services Consultant Work From Home

Company: DIGI TJS

Location: Whitefield, Bengaluru 560048

Experience: Minimum 1 year

Work Mode: 100% Work From Home

Language: Excellent English communication is mandatory

Preferred: Female candidates

Candidate Profile

We are looking for experienced and performance-driven candidates with a minimum of 1 year of experience in Domestic/International BPO Outbound Voice Process, Telesales, Sales or Marketing.

Candidates must have:

• Excellent English communication and convincing skills
• Strong sales and customer follow-up ability
• Dedicated workspace at home
• Reliable Wi‑Fi and strong mobile network
• SIM-based tablet – mandatory
• Self‑discipline and commitment to monthly targets

Roles & Responsibilities

• Contact customers through the company-provided CRM.
• Explain guaranteed insurance savings plans and generate qualified prospects.
• Share plan details through WhatsApp/email and consistently follow up until closure.
• Minimum 8+ follow-ups may be required for serious prospects.
• Collect customer details, payment-mode preference and required documents.
• Coordinate with Field Sales Managers and the backend team for documentation, payment, medical requirements (if applicable) and policy issuance.
• Maintain professional customer relationships throughout the complete sales process.

Product & Target

1 Application = 2,40,000 Annual Premium

Customer payment options:

• Monthly: 20,000
• Quarterly: 60,000
• Half-Yearly: 1,20,000
• Yearly: 2,40,000

Premium-paying term: Minimum 11 years; 15–16 years preferred where suitable.

For monthly mode, the customer pays the first 3 months initially, followed by ECS/auto-debit from the 4th month.

Earnings

• Monthly / Quarterly: 40,000 per successful application
• Half-Yearly / Yearly: 50,000 per successful application

Just 2 successful applications per month / 24 per year can provide earning potential of approximately 12,00,000 per annum, depending on payment mode and successful completion.

No unauthorized customer discounts are permitted. Any discount offered will be adjusted against the applicable payout.

Training & Working Hours

Training/Probation: 60 days

Stipend: 10,000 per month during probation

Working Days: Monday–Saturday

Working Window: 8:00 AM–7:00 PM; complete 8 working hours within this window

Weekly Off: Sunday

Holidays: Major festivals as per company holiday calendar

Why DIGI TJS?

With 19 years of experience in the insurance business, we provide CRM access, professional training, backend assistance and Field Sales Manager support.

This is an excellent opportunity for experienced BPO/Telesales professionals seeking a serious Work From Home career with strong performance-based earning potential and long-term growth.

DIGI TJS | Whitefield, Bengaluru – 560048