Insurance Telecaller

We are looking for articulate and confident individuals who can engage families in meaningfulconversations around financial planning, rising education costs, inflation, and long-termfinancial security. In this role, you will connect with potential customers who have interacted with our campaigns or expressed interest in learning more about protecting their family’s financial future. Yourresponsibility is to initiate thoughtful conversations, build context around the importanceof financial protection, and encourage customers to schedule a consultation with ouradvisory team.This role is ideal for individuals with excellent spoken communication skills in both Hindiand English, who are comfortable speaking with customers over the phone and can build trustquickly through clear and empathetic conversations.Key ResponsibilitiesReach out to potential customers through outbound calls using leads generated from marketing campaigns and partner channelsInitiate conversations around family financial security, rising education costs, and the importance of long-term planningHelp customers understand why proactive financial protection planning is important for their familyEncourage and schedule consultation calls with the advisory team for a detailed discussion Maintain accurate records of customer interactions, call notes, and lead status in internal systemsConduct timely follow-ups with interested prospects who have not yet scheduled a consultationConsistently meet daily outreach and consultation booking targetsCollaborate closely with the advisory team to ensure smooth handover of qualified prospectsSkills & QualificationsExcellent spoken communication skills in Hindi and English (mandatory)Strong ability to engage customers and build rapport quickly over phone conversationsClear articulation, confidence, and a professional phone presenceAbility to listen actively and respond thoughtfully to customer queriesComfortable working in a target-driven outreach environmentBasic familiarity with sales, telecalling, or customer engagement roles is preferredPreferred Background Prior experience in telecalling, inside sales, customer engagement, or lead generationExposure to insurance, BFSI, financial services, or education-related financial products is an advantageFresh graduates with strong communication skills and confidence in speaking with customers are encouraged to applyWhat Success in This Role Looks LikeHigh consultation booking conversion from outreach callsConsistently positive customer experience and feedbackStrong lead engagement and follow-up disciplineAchievement of weekly and monthly outreach and booking targetsWhy Join UsOpportunity to be part of a mission-driven team focused on improving financial security for familiesStructured training and support to build strong customer engagement and advisory funnel skillsExposure to the financial protection and insurance advisory ecosystem

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