Telesales Executive - Financial Products (Insurance & Investment)

Job overview

This is a full-time telesales position based in Jaipur for a candidate who can sell and advise on financial offerings over the phone. The role focuses on insurance and investment-related products, including life, health, and general insurance, as well as mutual funds and other investment plans. The company also expects support for Demat account openings and ongoing client follow-up.

Core responsibilities

• Speak with customers by phone to understand their financial goals and recommend suitable insurance or investment products.
• Promote and explain life, health, and general insurance policies, along with mutual fund and investment options.
• Help interested clients with the Demat account opening process and explain the basic investment concepts they need to know.
• Track and follow up on leads shared by the company until they are converted successfully.
• Look for opportunities to offer additional relevant financial products to existing customers based on their needs.
• Build and maintain positive customer relationships to encourage repeat business and referrals.

Experience and communication expectations

Applicants should have 1 to 2 years of experience in BFSI, insurance, investment sales, or related work. Strong knowledge of financial markets, mutual funds, and insurance products is required. Excellent English communication, persuasive ability, and interpersonal skills are essential. The person should also be goal-driven, self-motivated, and comfortable working with outbound calling targets.

Additional notes

This role requires prior hands-on experience in selling insurance, mutual funds, or Demat accounts. A good command of spoken English is mandatory for day-to-day customer conversations and sales discussions.