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Financial Advisor (Tele Sales - Insurance)

Job Description

Roles & Responsibilities:

- Contact businesses and private individuals by telephone to promote services

- Should be able to explain the product and its benefits to the customers

- Resolving customer queries

- Customer follow up and feedback post initial interaction

- Record customer and transaction details and obtaining customer information

- Schedule appointments for sales staff to meet prospective customers




1 - 3 years

Salary Range:

As per industry standard

Functional Area:

Telesales/Telemarketing Executive/Officer

Employment Type:


Desired Candidate Profile:

- Candidate must be a graduate from any stream / Undergraduate with excellent communication skills & at least 1yr Tele-Calling experience
- Relevant work experience in sales, marketing, promotions or telemarketing- 
- Candidates from banking and insurance background are preferable
- Proficiency in relevant computer applications

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Our Team Says

Don’t just take it from us; let our employees do the talking!

Dayanand Team

Dayanand Shevale,
Area Manager,
Mortgage Sales

img   “My tenure with HDFC Sales has been eventful and fulfilling. I was assigned the role of a ’Subject Matter Expert‘. Meanwhile, I was detected with a severe medical condition which impacted my personal and professional life for around a year. Due to the flexible working environment and extended support by my peers and manager, I was able to see through my situation.”

Varoon Team

Varoon Joshua,
Territory Manager,
Mortgage Sales

img   “HDFC Sales is the first firm where I shifted my domain from HR to Sales & Marketing. The only experience that I brought to this job was people-management. My seniors were kind enough to give me the opportunity. As a Team Manager, I have learned a lot, built networks, grown from managing a team of 12 to now 48 people as an Assistant Sales Manager. 6 years on, I am still learning, building better relationships, understanding people and helping my team make the most of their experience with HDFC Sales.”