Job Description: Insurance Telesales Executive

Position: Insurance Telesales Executive
Department: Sales – Insurance
Company: Poonawalla Fincorp Ltd.
Location: As per business requirement
Employment Type: Full-time

Job Summary

The Insurance Telesales Executive is responsible for promoting and selling insurance products over the phone to prospective and existing customers. The role involves understanding customer requirements, explaining product features and benefits, generating leads, achieving sales targets, and delivering a positive customer experience while ensuring compliance with company policies and regulatory guidelines.

Key Responsibilities

• Make outbound calls to prospective and existing customers to promote insurance products.

• Explain policy features, benefits, premiums, and coverage in a clear and professional manner.

• Identify customer needs and recommend suitable insurance solutions.

• Generate, qualify, and convert leads into successful sales.

• Achieve daily, weekly, and monthly sales and productivity targets.

• Follow up with customers to address queries and close sales opportunities.

• Maintain accurate customer records and update the CRM system.

• Build and maintain strong customer relationships to encourage repeat business and referrals.

• Ensure adherence to regulatory requirements and company compliance standards.

• Coordinate with internal teams for policy issuance and customer support when required.