About this Healthcare Counsellor role at Weekday AI
๐ง๐ต๐ถ๐ ๐ฟ๐ผ๐น๐ฒ ๐ถ๐ ๐ณ๐ผ๐ฟ ๐ผ๐ป๐ฒ ๐ผ๐ณ ๐๐ต๐ฒ ๐ช๐ฒ๐ฒ๐ธ๐ฑ๐ฎ๐'๐ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
๐ฆ๐ฎ๐น๐ฎ๐ฟ๐ ๐ฟ๐ฎ๐ป๐ด๐ฒ: ๐ฅ๐ ๐ฐ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ - ๐ฅ๐ ๐ฒ๐ฌ๐ฌ๐ฌ๐ฌ๐ฌ (๐ถ๐ฒ ๐๐ก๐ฅ ๐ฐ-๐ฒ ๐๐ฃ๐)
Experience: 2+ yrs
Location: Bengaluru, Karnataka, India
Job Type: Full-time
We are looking for a customer-focused and target-drivenย Sales Executiveย to manage inbound leads and conduct outbound calls to prospective customers seeking suitable health coverage solutions. The role involves understanding customer requirements, explaining available plans and benefits clearly, addressing concerns, and converting qualified prospects into active members.
The ideal candidate should have strongย sales and communication skills, a consultative approach to customer conversations, and the ability to manage the complete sales cycle from initial interaction through conversion.
Requirements
Key Responsibilities
- Handleย inbound leadsย and conduct outbound calls to prospective customers.
- Understand customers' individual and householdย healthcare coverage needs.
- Identify qualified prospects and recommend suitable plans based on their requirements.
- Clearly explain plan tiers, benefits, pricing, coverage features, andย OPD wallet benefits.
- Take a consultative approach to sales by helping customers understand and compare available options.
- Own the completeย call-to-close sales cycle, from initial conversation through member activation.
- Convert qualified leads into active members while delivering a positive customer experience.
- Meet daily and monthlyย call, conversion, and sales targets.
- Handle customer objections, concerns, and plan-comparison questions confidently.
- Conduct timely follow-ups with warm and interested prospects throughout their decision-making process.
- Maintain accurate records of calls, customer interactions, follow-ups, and outcomes in theย CRM.
- Escalate complex customer queries or cases to the appropriate internal teams when required.
- Maintain up-to-date knowledge of healthcare plans, benefits, network partners, and relevant market offerings.
- Track competitor healthcare and OPD plan offerings to better understand market positioning.
- Identify opportunities to improve lead conversion, customer engagement, and sales effectiveness.
- Maintain a professional, empathetic, and customer-first approach across all interactions.
What Makes You a Great Fit
- 2+ years of experienceย in sales, inside sales, telesales, business development, or customer acquisition.
- Proven experience handlingย inbound and outbound sales callsย and converting leads into customers.
- Strong understanding of sales processes, lead qualification, follow-ups, objection handling, and conversion.
- Excellent verbal communication and active listening skills.
- Ability to understand customer needs and recommend appropriate solutions through aย consultative sales approach.
- Strong persuasion and negotiation skills without being overly aggressive or pushy.
- Experience managing sales pipelines and maintaining accurate information inย CRM systems.
- Strong target orientation with a demonstrated ability to consistently achieve sales and conversion goals.
- Ability to confidently explain products, pricing, benefits, and plan comparisons to customers.
- Experience inย healthcare, health insurance, healthcare memberships, financial services, or subscription-based productsย is an advantage.
- Strong customer-service orientation with patience, empathy, and professionalism.
- Good follow-up discipline and ability to manage multiple prospects through different stages of the sales cycle.
- Ability to learn and communicate complex product or healthcare-plan information accurately.
- Strong organizational skills, attention to detail, and ability to work in a fast-paced, target-driven environment.
- Self-motivated, proactive, resilient, and comfortable handling frequent customer interactions.