Medical Insurance Advisor Telesales (English Fluent)

About the Role

We are looking for a highly motivated and results-driven Medical Insurance Advisor – Telesales to join our growing InsurTech team.

The ideal candidate will be fluent in English, have excellent communication and negotiation skills, and demonstrate a strong track record in sales and customer conversion. The role involves advising customers on suitable medical insurance solutions, managing qualified leads, and converting opportunities into successful sales.

Key Responsibilities

• Contact prospective customers through outbound and inbound calls to understand their medical insurance needs.
• Explain and recommend suitable medical insurance plans, benefits, coverage, and pricing in a clear and professional manner.
• Convert assigned leads into successful policies while achieving and exceeding monthly sales targets.
• Use a consultative sales approach to identify customer needs and recommend the most appropriate insurance solution.
• Follow up consistently with prospects through calls, WhatsApp, email, and other communication channels.
• Handle customer objections professionally and use effective negotiation and closing techniques.
• Maintain accurate records of customer interactions, quotations, follow-ups, and sales activities in the CRM.
• Ensure a high level of customer service throughout the sales process.
• Cross-sell and upsell relevant insurance products when appropriate.
• Coordinate with underwriting, operations, and other internal teams to ensure a smooth policy issuance process.
• Follow company procedures, regulatory requirements, and insurance guidelines.
• Meet daily activity KPIs, including calls, follow-ups, quotations, conversion rates, and issued policies.
• Continuously develop knowledge of medical insurance products, market trends, and competitors.

Requirements

• Fluent English – excellent spoken and written communication is essential.
• Proven experience in telesales, insurance sales, banking sales, or a similar sales environment.
• Strong knowledge of medical insurance products is highly preferred.
• Demonstrated ability to achieve and exceed sales targets and KPIs.
• Excellent communication, persuasion, negotiation, and closing skills.
• Strong customer relationship management skills.
• Ability to handle objections and difficult customer situations professionally.
• Self-motivated, energetic, target-oriented, and highly organized.
• Comfortable working with CRM systems, digital platforms, and sales tools.
• Strong follow-up and lead-management skills.
• Ability to work independently while being a strong team player.