About the Role

We are looking for a confident, customer-focused, and target-oriented Health Advisor to join our sales team. The Health Advisor will be responsible for understanding customer healthcare requirements, explaining suitable health plans, handling customer queries, addressing objections, and converting qualified leads into successful policy sales.

The role requires strong communication, sales, convincing, relationship-building, and customer-handling skills, along with the ability to understand and explain health insurance products clearly.

The advisor will primarily assist customers in understanding available plans and recommend options based on their requirements.

Key Responsibilities

- Sales & Business Development

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Handle inbound and outbound customer leads for health insurance products.

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Contact prospective customers and understand their healthcare and insurance requirements.

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Achieve assigned daily, weekly, and monthly sales targets.

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Convert qualified leads into successful policy sales.

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Follow up with interested customers and maintain an effective sales pipeline.

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Identify opportunities for cross-selling and upselling relevant products or benefits.

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Maintain consistent productivity and conversion levels.

- Customer Need Analysis

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Understand the customer's age, family profile, healthcare requirements, budget, and existing coverage.

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Ask relevant probing questions to identify customer needs.

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Recommend suitable plans based on the customer's requirements.

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Avoid a one-size-fits-all approach and focus on need-based selling.

- Product Presentation

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Explain health insurance plans in a simple, accurate, and customer-friendly manner.

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Clearly explain

- Coverage and benefits
- Sum insured
- Premium and payment options
- Policy tenure
- Waiting periods




- Exclusions and limitations
- Network hospital/cashless facilities
- Applicable terms and conditions

• Explain the differences between available plans and help customers make an informed choice.
- Objection Handling & Conversion
- Identify the customer's concerns and objections.
- Handle objections related to price, coverage, waiting periods, existing policies, perks,

and competitors.
- Use consultative and ethical selling techniques to build customer confidence.
- Follow up professionally until the customer reaches a decision.
- Complete the sales process while maintaining transparency and accuracy.
- Customer Relationship Management
- Build professional and long-term relationships with customers.
- Provide accurate information and resolve customer queries promptly.
- Coordinate with internal teams for policy issuance and customer requirements.
- Support customers during the onboarding and post-sales process.
- Maintain a positive customer experience throughout the sales journey.
- CRM & Documentation
- Update all customer interactions, follow-ups, lead status, and sales information in the CRM.
- Ensure accurate documentation and timely submission of required information.
- Maintain proper records of leads, conversions, follow-ups, and pending cases.
- Follow the defined sales process and reporting requirements.
- Compliance & Quality
- Follow approved sales scripts, processes, and company guidelines.




- Provide customers with accurate and transparent product information.
- Ensure mandatory disclosures and customer consent requirements are followed.
- Maintain quality standards during every customer interaction.
- Adhere to data privacy and confidentiality requirements.

Required Skills

Sales Skills

- Strong convincing and negotiation skills
- Lead conversion and closing ability
- Objection handling
- Follow-up and relationship management
- Target-oriented approach
- Cross-selling and upselling ability

Communication Skills

- Excellent verbal communication
- Good English communication skills
- Active listening
- Clear and confident voice
- Ability to explain complex insurance concepts in simple language
- Professional customer handling

Behavioral Skills

- Customer-focused attitude
- Positive and confident approach
- Ability to work under targets and pressure
- Strong interpersonal skills
- Good problem-solving ability
- Willingness to learn
- Team player with a result-oriented mindset

Performance Expectations The Health Advisor will be measured on key performance indicators such as:
- Lead-to-contact ratio
- Qualified lead generation
- Sales conversion
- Monthly policy sales
- Revenue/achievement against target
- Follow-up productivity
- Cross-sell/upsell performance
- Customer satisfaction
- Quality/QA score
- CRM and process compliance
- Attendance and productivity

Why Join Us?
- Opportunity to build a career in the growing healthcare and insurance industry
- Structured product and sales training
- Opportunity to develop professional sales and customer relationship skills
- Performance-driven career growth
- Exposure to healthcare products and customer advisory
- Supportive and target-oriented work environment

📌 Tele Sales Officer (Bengaluru)
🏢 VSHR UNNATI
📍 Bengaluru