Lead Generation & Prospecting

- Identify and contact potential customers through cold calling, lead lists, and referrals.
- Qualify leads based on their insurance needs and eligibility.

Sales & Product Promotion

- Promote and sell health insurance plans over the phone.
- Explain product features, benefits, premiums, and exclusions clearly.
- Customize insurance solutions based on customer requirements.

Customer Relationship Management

- Build and maintain strong relationships with new and existing clients.
- Follow up with prospects to close sales and ensure customer satisfaction.

Documentation & Data Entry

- Accurately record customer information and interactions in CRM software.
- Ensure all applications and policy documents are completed and submitted correctly.

Compliance & Policy Knowledge

- Stay up to date on company policies, insurance regulations, and underwriting guidelines.
- Maintain strict adherence to IRDAI guidelines and data privacy rules.

Target Achievement





- Meet or exceed monthly sales targets and performance KPIs.
- Participate in training and skill development programs to improve conversion rates.

Handling Objections

- Address customer concerns and objections effectively to build trust and confidence.
- Provide explicit, concise answers to policy-related queries.

Preferred candidate profile

Communication & Language Skills

- Excellent verbal communication skills in English and at least one regional language.
- Ability to explain complex insurance terms in a simple and convincing manner.

Sales & Interpersonal Skills

- Strong persuasion, negotiation, and closing skills.
- Ability to handle rejection and remain motivated under pressure.

Tech Savvy & Process Oriented

- Comfortable using CRM tools, Excel, and digital communication platforms.
- Strong attention to detail and ability to follow compliance protocols.

📌 Tellesales Executive (Thane)
🏢 Upman Placements
📍 Thane