Telesales Advisor

Role & responsibilities

• Generate leads through outbound calling and follow-up with existing and prospective customers.
• Invite customers to the branch for a detailed discussion.
• Understand customer financial needs, goals, and requirements.
• Explain and recommend suitable insurance and financial plans based on customer needs.
• Convert branch visits into business opportunities and achieve monthly sales targets.
• Follow up with customers for documentation, policy issuance, renewals, and additional business.
• Maintain regular customer relationships and provide ongoing support.
• Maintain daily calling, lead, conversion, and sales reports.
• Coordinate with the branch and operations teams to ensure smooth processing.