- Lead Generation & Calling: Make high-volume outbound calls to prospective clients or follow up on warm/inbound leads from marketing campaigns and aggregators.
- Needs Assessment: Evaluate the customer''s financial situation, risk profile, and requirements to recommend the most suitable insurance coverage.
- Policy Explanation: Articulate complex policy features, premium structures, perks, and terms clearly to build trust and ensure client understanding.
- Sales Closure: Persuade and negotiate with customers to close policies over the phone, meeting daily, weekly, and monthly sales quotas.Database Management: Maintain accurate and confidential records of all customer interactions, call outcomes, and sales in the database.
- Compliance: Adhere to all IRDAI (or relevant regional) regulatory guidelines, ethical sales standards, and call quality norms.