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About the role
Key responsibilities & impact- Conduct outbound calls to qualified customers and prospects using predictive dialer systems
- Establish rapport quickly and professionally while clearly explaining the purpose of the call
- Complete customer qualification and insurance review assessments
- Confirm key policy details including provider, premium amount, cover level, and policy term
- Gather relevant customer information such as age, smoking status, and other qualifying factors
- Identify life events or changes in circumstances that may create insurance review opportunities
- Ask effective questions to uncover customer needs and potential protection gaps
- Handle objections professionally while maintaining a positive customer experience
- Complete data protection, compliance, and address verification checks
- Transfer qualified customers to licensed advisers for further consultation
- Maintain accurate and detailed records within the CRM system
- Consistently achieve daily, weekly, and monthly performance targets
- Deliver high-quality opportunities to the adviser team
- Contribute to a collaborative, performance-driven remote sales environment
Requirements
What you’ll need- Excellent spoken and written English communication skills
- Professional and confident telephone manners
- Previous experience in one or more of the following: Outbound Sales, Telesales, Appointment Setting, Lead Generation, Insurance, Financial Services, BPO, Customer Service
- Strong listening, questioning, and relationship-building skills
- Ability to follow scripts while maintaining natural and engaging conversations
- Proven objection-handling and persuasion skills
- Strong attention to detail and accurate note-taking abilities
- Experience working with CRM systems
- Goal-oriented mindset with a passion for achieving performance targets
- Reliable work ethic and professional attitude
- Nice-to-Have: Experience within the insurance, protection, or financial services industries
- Nice-to-Have: Knowledge of life insurance and protection products
- Nice-to-Have: Experience in mortgage services, claims, or utilities campaigns
- Nice-to-Have: Familiarity with predictive dialers and outbound calling platforms
- Nice-to-Have: Experience working in a fully remote sales environment
- Nice-to-Have: Strong understanding of customer qualification and lead generation best practices
Benefits
Comp & perks- Work from the comfort of your home while collaborating with a supportive team
- Develop valuable sales, communication, and customer engagement skills
- Be rewarded for your performance and contribution to business growth
- Gain exposure to the insurance and financial services industry
- Work in a culture that values professionalism, customer service, and continuous improvement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
outbound salestelesalesappointment settinglead generationinsurancefinancial servicesCRM systemsdata protectioncompliance checksnote-taking
Soft Skills
communication skillstelephone mannerslistening skillsquestioning skillsrelationship-building skillsobjection-handlingpersuasion skillsattention to detailgoal-oriented mindsetreliable work ethic