Identify and generate potential insurance leads via calls, WhatsApp, emails . Schedule appointments for senior advisors. Maintain lead database and follow-up regularly. Explain basic insurance offerings to prospects. Meet weekly lead targets and reporting metrics. Support marketing campaigns.
Manage daily office operations and administration tasks. Handle incoming calls, emails, and correspondence. Maintain office supplies and inventory. Coordinate meetings, appointments, and travel. Keep records and files organized. Support HR and accounts with documentation. Ensure a clean and professional office environment.
Job Description: Inside Sales Executive – Insurance Lead Generation (100 words) Make outbound calls to potential customers for insurance products Understand customer needs and explain suitable insurance plans Generate qualified leads through telecalling, WhatsApp, and email Maintain and update daily call logs and CRM entries Follow up with interested leads for appointments or closures Achieve weekly/monthly lead generation and call targets Coordinate with field sales or advisors for lead conversion Handle objections professionally using sales techniques Share brochures, proposals, and product details digitally Ensure excellent customer interaction and maintain service quality standards
Make outbound calls to potential clients from provided data. Explain the concept of Financial Protection Review in a simple, engaging way. Fix appointments for senior advisors. Maintain daily call logs and follow-up status. Ensure polite, professional, and persuasive communication.