Company Description Simple Wealth India is a financial services company focused on making insurance and wealth protection straightforward and accessible. The organization positions itself as a trusted partner, helping individuals and families navigate complex insurance choices with clarity.

Simple Wealth

India designs solutions that support long-term financial security and peace of mind. Team members contribute to empowering clients to make informed decisions about their financial future. The company values transparency, customer education, and simplified communication around financial products.

Role Description The Tele-sales Associate is a full-time remote role responsible for engaging prospective and existing customers over phone calls and digital channels to promote insurance and wealth protection solutions. Day-to-day activities include making outbound calls, responding to inbound inquiries, explaining product features and benefits in clear language, and guiding customers through the buying process. The associate will handle lead follow-up, maintain accurate records in CRM systems, and meet defined sales and conversion targets.

The role also involves building rapport with customers, addressing objections,



and ensuring a positive experience aligned with regulatory and company standards. Collaboration with team members and supervisors to share feedback, refine scripts, and participate in training sessions is expected.

Qualifications

- Robust communication and interpersonal skills, including clear phone etiquette and active listening.
- Sales and customer service capabilities, with experience in tele-sales, inside sales, or call center environments.
- Ability to understand and explain insurance or financial products in simple, customer-friendly terms.
- Basic computer proficiency, including use of CRM tools, spreadsheets, and online communication platforms.
- Goal-oriented mindset with the ability to work independently, manage time effectively, and meet performance targets.
- Comfort working remotely, with a reliable internet connection and a suitable, distraction-free workspace.
- Prior experience in insurance, banking, or financial services is an advantage but not mandatory.
- Minimum educational qualification: high school diploma or equivalent; a degree in business, commerce, or related fields is a plus.

📌 Tele-sales Associate (India)
🏢 Simple Wealth India
📍 India