Financial Advisor
1 week ago
**Designation: Financial Advisor (Life & Health Insurance ) ( Telesales)**
**Role/Functional Area: Tele Sales**
**Experience: Minimum Graduate with 1 year of outbound telesales experience from Insurance sector.**
**Key Responsibilities**:
**Prospecting with suspect leads. A suspect is a person who has still not decided on taking**
**a loan.**
**Converting a suspect to a prospect. This involves the following**:
- Establishing contact with the prospect, this could involve several calls and may need a**
**call at a time beyond office hours.**
**- This will also involve making calls at different times in order to achieve success.**
**- Need analysis**
**- Eligibility profiling**
**- Setting up an appointment**
**- Follow up with the prospect post every meeting with the sales officer until conclusion**
**Basis feedback from the prospect, seek interventions from the senior sales resource or**
**by your own-self in satisfying customer needs with the objective of converting the**
**prospect to a customer.**
**Responsible for conversion of suspects to prospects to customers.**
**Provide support to the sales team in increasing conversions by**:
- Prompt calling to all suspects / prospects**
**- Timely follow up with all prospects**
**- Cordial relationships with the sales officer mapped, collaborating with the sales officer**
**in providing feedback, seeking feedback from him on your performance**
**Responsible for complete knowledge of company products and policies as well as those**
**of competition.**
**Responsible for quality of the conversation, which entails the following**:
- Accuracy**
**- Product Knowledge**
**- Appraisal Skills**
**- Punctuality & TOS**
**- TAT commitments**
**Ability to handle objections.**
**Updating the software. One must capture their conversation with the customer**
**effectively such that a third person is able to carry on the conversation with the**
**customer where they left off.**
**Generating References: The quality of conversation and ability to connect with the**
**customer is also reflected in the number of references that they generate.**
**Providing market feedback to the supervisor: It is important to share with one’s**
**supervisor any trends that one comes across whilst speaking to a prospect. Examples**
**could be objections from prospects regards the processing fee being charged by us vis-à-**
**vis the same being charged by a specific competitor.**
Pay: Up to ₹22,000.00 per month
Schedule:
- Day shift
Application Question(s):
- Do you have minimum 1 year of outbound telesales experience from Insurance sector
**Experience**:
- Outbound sales: 1 year (required)
Work Location: In person
