An Insurance Telesales professional contacts prospects and existing clients via phone to pitch, explain, and close sales on health, motor, life, or property coverage. The role requires driving revenue targets, managing CRM records, and providing consultative customer support
- Make outbound cold or warm calls to qualified leads
- Pitch policy features for health, motor, or life insurance
- Address customer objections and explain plan terms
- Meet or exceed monthly and quarterly sales conversion goals
- Log accurate client details and follow-up schedules in the CRM
- Coordinate policy documentation and digital payment processing
- Proven experience in Insurance Sales Representative roles or phone-based sales
- Strong active listening and clear verbal communication skills
- Goal-driven mindset with high resilience against rejection
- Basic computer literacy and familiarity with CRM software
- High school diploma or a bachelor's degree in a relevant field [1, 2, 3, 4, 5]
If you'd like, I can customize this description further by letting me know:
- The specific type of insurance (e.g., health, life, or motor)
- Whether the position is remote or on-site
- The experience level required (entry-level vs. senior)
