Bancassurance / Insurance - Telesales Agent

Duties and Responsibilities

1. Conducting Outreach: Initiate calls to potential clients to promote and sell insurance products.

2. Identifying Needs: Assess client needs and provide tailored insurance solutions to meet their requirements.

3. Product Knowledge: Maintain a deep understanding of various insurance products, policies, and industry regulations.

4. Handling Objections: Address client concerns and objections effectively to facilitate the sales process.

5. Maintaining Records: Document all interactions and transactions in the CRM system for tracking and follow-up.

6. Achieving Targets: Meet or exceed sales targets and KPIs set by the management.

7. Follow-Up Calls: Conduct follow-up calls to ensure client satisfaction and to pursue additional sales opportunities.

8. Providing Information: Educate clients on policy details, coverage options, and claim processes.

9. Staying Updated: Keep abreast of industry trends, competitor products, and changes in regulations to provide accurate information to clients.

Qualifications: 

• Education: Bachelor’s degree in business, finance, or a related field (preferred).

• Experience: Previous experience in tele sales, insurance sales, or selling any financial product

• Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex information clearly.

• Sales Skills: Proven track record of achieving sales targets and experience in consultative selling techniques.

• Customer Service Orientation: Strong focus on customer satisfaction and relationship-building.

• Technical Proficiency: Familiarity with CRM software and other sales tools.

• Problem-Solving Ability: Ability to handle objections and resolve issues effectively.

• Time Management: Strong organizational skills with the ability to manage multiple leads and follow-ups.

• Team Player: Ability to work collaboratively in a team environment while also being self-motivated.