Insurance Telecaller

• We are looking for articulate and confident individuals who can engage families in meaningful
• conversations around financial planning, rising education costs, inflation, and long-term
• financial 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 familys financial future. Your

• responsibility is to initiate thoughtful conversations, build context around the importance
• of financial protection, and encourage customers to schedule a consultation with our
• advisory team.
• This role is ideal for individuals with excellent spoken communication skills in both Hindi
• and English, who are comfortable speaking with customers over the phone and can build trust
• quickly through clear and empathetic conversations.
• Key Responsibilities

• Reach out to potential customers through outbound calls using leads generated from marketing campaigns and partner channels
• Initiate conversations around family financial security, rising education costs, and the importance of long-term planning
• Help customers understand why proactive financial protection planning is important for their family
• Encourage 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 systems
• Conduct timely follow-ups with interested prospects who have not yet scheduled a consultation
• Consistently meet daily outreach and consultation booking targets
• Collaborate closely with the advisory team to ensure smooth handover of qualified prospects

Skills & Qualifications

• Excellent spoken communication skills in Hindi and English (mandatory)
• Strong ability to engage customers and build rapport quickly over phone conversations
• Clear articulation, confidence, and a professional phone presence
• Ability to listen actively and respond thoughtfully to customer queries
• Comfortable working in a target-driven outreach environment
• Basic familiarity with sales, telecalling, or customer engagement roles is preferred

Preferred Background

• Prior experience in telecalling, inside sales, customer engagement, or lead generation
• Exposure to insurance, BFSI, financial services, or education-related financial products is an advantage
• Fresh graduates with strong communication skills and confidence in speaking with customers are encouraged to apply

What Success in This Role Looks Like

• High consultation booking conversion from outreach calls
• Consistently positive customer experience and feedback
• Strong lead engagement and follow-up discipline
• Achievement of weekly and monthly outreach and booking targets

Why Join Us

• Opportunity to be part of a mission-driven team focused on improving financial security for families
• Structured training and support to build strong customer engagement and advisory funnel skills
• Exposure to the financial protection and insurance advisory ecosystem