Telecalling Executive- Insurance Sales

Job description

Telecalling Executive – Insurance Sales

Location: Mumbai (Hybrid)

Positions: 2

Role Overview

We are looking for a Telecalling Executive to drive insurance sales through outbound and inbound calls. The role involves engaging potential customers, understanding their insurance needs, and converting leads into policy sales.

Key Responsibilities

1. Make outbound calls to prospective customers from provided leads
2. Explain health insurance products and offerings clearly
3. Generate and qualify leads through telecalling
4. Achieve daily/weekly/monthly sales targets
5. Handle inbound queries and convert them into sales
6. Maintain accurate records of calls, follow-ups, and conversions in CRM
7. Build and maintain customer relationships
8. Coordinate with internal teams for policy issuance and documentation

Requirements

1. 0–3 years of experience in telecalling / telesales (insurance preferred)
2. Strong communication and persuasion skills
3. Basic understanding of insurance products is a plus
4. Comfortable with targets and performance-driven environment
5. Basic computer knowledge (CRM tools, Excel, etc.)