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Tellesales Executive

Tellesales Executive

ConfidentialThane
6 days ago
Job description

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 clear, 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.

    • Skills Required

    Insurance, Compliance, Communication, Crm, Sales

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