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