Experience
No prior experience required. This role is designed for students or entry-level candidates starting their career in insurance sales. The focus is on observing, learning, and gradually supporting the team in simple tasks.
Area of Responsibility
Supports the telesales team by assisting with data entry, CRM updates, call preparation, and observing live calls. Participates in onboarding training, shadowing, and internal workshops.
The goal is to understand the basics of telesales operations, products, and scripts.
Skills
- Understands basic sales etiquette and call center communication tone
- Learns to navigate CRM and call logging systems (e.g., Freshdesk, Salesforce, etc.)
- Supports the preparation of customer lists, script review, and follow-up logging
- Actively listens during shadow calls and training sessions
- Demonstrates eagerness to learn about insurance products, policy types, and objection handling
- Follows supervisor/team lead instructions and adapts based on feedback
- Shows professionalism, punctuality, and team collaboration
