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Telesales Executive - Insurance Sales

Traecit Investments And Imf Private Limited

Chennai, Tamil Nadu, India · Full Time

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Experience
3+ yrs
Salary
INR 15,000 – INR 28,000 / month
Openings
1
Posted
4 ਘੰਟੇ ਪਹਿਲਾਂ
Work mode
In office
Resume
Required to apply

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Job description

Company Overview

Join Traecit Investments And IMF Private Limited, operating under Traecit Wealth, located in Chennai. This position is office-based with a full-time schedule.

Role Overview

We seek an experienced Insurance Telecaller / Inside Sales Executive with at least three years of demonstrable success in selling insurance products through telephone, WhatsApp, and digital channels. This role requires expertise in the insurance broking or intermediary sector, with the ability to market Life, Health, and General Insurance products effectively and close sales independently.

Key Duties and Responsibilities

  • Manage fresh leads, current clients, policy renewals, and cross-selling opportunities.
  • Assess customer needs and propose appropriate insurance products.
  • Sell and cross-sell various insurance types including Health, Term & Life, Motor, Personal Accident, Travel, Home, and other General Insurance products.
  • Compare and explain product quotes from multiple insurers clearly.
  • Conduct outbound follow-ups systematically until sales closures.
  • Address customer concerns regarding premiums, coverage specifics, exclusions, waiting periods, and insurer options.
  • Coordinate with the insurance operations team to generate quotations.
  • Use telephone, WhatsApp, and email for client communication and follow-up.
  • Close sales independently and meet monthly premium and revenue goals.
  • Handle renewals and identify further cross-selling potentials.
  • Maintain accurate lead information and follow-up records in the CRM system.
  • Focus on establishing long-term client relationships instead of one-time transactions.

Candidate Requirements

  • Minimum of three years of direct insurance sales experience.
  • Experience with Insurance Brokers, IMFs, or multi-insurer intermediaries is highly preferred.
  • Proven ability in selling Life, Health, and General Insurance products.
  • Must have a track record of closing sales personally, not just customer service or back-office duties.
  • Demonstrated success in consistently meeting or exceeding monthly sales targets.
  • Solid knowledge of insurance products, premiums, benefits, exclusions, and underwriting basics.
  • Strong skills in customer handling from lead to policy closure, including follow-up and objection management.
  • Comfortable working with performance targets and incentive schemes.
  • Good communication and persuasion abilities.
  • Language proficiency in Tamil and English is mandatory; Hindi is advantageous.

Preferred Profile

  • Experience selling products from multiple insurers.
  • Competency in Health, Life, and Motor insurance sales.
  • Skilled in managing both fresh and renewal sales.
  • Capability to demonstrate past monthly premium or revenue achievements.
  • Experience handling both warm and cold leads.
  • Familiarity with CRM systems, WhatsApp sales, and digital lead management.
  • Consistent record of meeting or surpassing sales objectives.
  • Stable work history in insurance sales.
  • Availability to join immediately or within a short notice period.

Working Hours

The working hours are from 9:30 AM to 6:30 PM.

Compensation

The monthly salary ranges between INR 15,000 and 28,000.

Industry

Insurance

How they work

Relationship Building required
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