Telesales Executive

Company: Traecit Wealth

Location: Chennai – Work from Office

Job Type: Full Time

Working Hours: 9:30 AM – 6:30 PM

Experience: Minimum 3 Years in Insurance Sales

Role Summary

We are looking for an experienced Insurance Telecaller / Inside Sales Executive who has a proven track record of selling insurance products and independently closing customers over phone, WhatsApp and digital channels.

This is not a general BPO/telecalling role. Candidates must have prior experience in the insurance broking / insurance intermediary / multi-insurer environment and should be comfortable selling across Life, Health and General Insurance.

The ideal candidate should be target-oriented, confident in customer conversations and capable of independently managing a lead from the first call until policy closure.

Key Responsibilities

1. Handle fresh leads, existing customers, renewals and cross-selling opportunities.
2. Understand customer requirements and recommend suitable insurance solutions.
3. Sell and cross-sell:

• Health Insurance
• Term & Life Insurance
• Motor Insurance
• Personal Accident Insurance
• Travel Insurance
• Home and other General Insurance products

1. Compare products/quotes from multiple insurance companies and explain differences clearly to customers.
2. Make outbound calls and follow up systematically until closure.
3. Handle customer objections related to premium, coverage, exclusions, waiting periods and insurer selection.
4. Generate quotations in coordination with the insurance operations team.
5. Follow up through telephone, WhatsApp and email.'
6. Independently close sales and achieve monthly premium/revenue targets.
7. Manage renewals and identify opportunities for cross-selling additional products.'
8. Maintain proper lead status and follow-ups in CRM.
9. Build long-term customer relationships instead of focusing only on one-time sales.

Mandatory Candidate Requirements

• Minimum 3 years of direct insurance selling experience.
• Previous experience with an Insurance Broker / IMF / multi-insurer insurance intermediary strongly preferred.
• Practical selling experience in Life, Health AND General Insurance.
• Must have personally closed insurance sales and not merely worked in customer service, claims or back-office operations.
• Proven history of achieving significant monthly sales/premium targets.
• Strong understanding of insurance products, premiums, benefits, exclusions and basic underwriting requirements.
• Ability to independently handle customers from lead allocation to policy closure.
• Strong follow-up and objection-handling skills.
• Comfortable working with monthly targets and performance incentives.
• Good communication and convincing skills.

Language Requirements

Tamil – Mandatory

English – Mandatory

Hindi – Added Advantage

Preferred Profile

• Preference will be given to candidates who:
• Have sold products from multiple insurance companies.
• Have existing experience in Health + Life + Motor insurance.
• Have handled both fresh sales and renewals.
• Can demonstrate their previous monthly premium/revenue achievement.
• Have handled warm as well as cold leads.
• Have experience with CRM, WhatsApp sales and digital lead follow-up.
• Have consistently achieved or exceeded sales targets.
• Have a stable employment history in insurance sales.
• Can join immediately or within a short notice period.