Digital Sales & Insurance Calling Agent

Role Overview:

Fintastic India, a premier financial services company, is looking for a Digital Sales & Insurance Calling Agent based in New Delhi for a full-time hybrid role with some work-from-home flexibility. As an agent, you will engage with potential clients, understand their financial and insurance needs, provide product information, and convert leads into satisfied customers. Your responsibilities will include making outbound calls, following up with inquiries, maintaining records, and meeting sales targets. It is crucial to ensure high customer service standards while upholding professional and ethical conduct.

Key Responsibilities:

• Engage with potential clients and understand their financial and insurance needs
• Provide comprehensive product information and convert leads into customers
• Make outbound calls, follow up with inquiries, and maintain accurate records
• Meet sales targets and ensure high levels of customer service
• Uphold a professional and ethical framework throughout interactions

Qualification Required:

• Strong communication, negotiation, and interpersonal skills
• Ability to explain complex financial and insurance products effectively
• Experience in sales and lead conversion within financial or insurance industries
• Analytical thinking, problem-solving skills, and attention to detail
• Basic proficiency in CRM software and computer applications
• Understanding of insurance products, financial planning, or personal finance is a plus
• Self-motivated with the ability to work independently and meet sales targets
• Minimum bachelor's degree in Business, Finance, Marketing, or a related field Role Overview:

Fintastic India, a premier financial services company, is looking for a Digital Sales & Insurance Calling Agent based in New Delhi for a full-time hybrid role with some work-from-home flexibility. As an agent, you will engage with potential clients, understand their financial and insurance needs, provide product information, and convert leads into satisfied customers. Your responsibilities will include making outbound calls, following up with inquiries, maintaining records, and meeting sales targets. It is crucial to ensure high customer service standards while upholding professional and ethical conduct.

Key Responsibilities:

• Engage with potential clients and understand their financial and insurance needs
• Provide comprehensive product information and convert leads into customers
• Make outbound calls, follow up with inquiries, and maintain accurate records
• Meet sales targets and ensure high levels of customer service
• Uphold a professional and ethical framework throughout interactions

Qualification Required:

• Strong communication, negotiation, and interpersonal skills
• Ability to explain complex financial and insurance products effectively
• Experience in sales and lead conversion within financial or insurance industries
• Analytical thinking, problem-solving skills, and attention to detail
• Basic proficiency in CRM software and computer applications
• Understanding of insurance products, financial planning, or personal finance is a plus
• Self-motivated with the ability to work independently and meet sales targets
• Minimum bachelor's degree in Business, Finance, Marketing, or a related field