Health Counsellor

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Experience: 2+ yrs

Location: Bengaluru, Karnataka, India

Job Type: Full-time

We are seeking a compassionate, target-driven, and customer-focused Health Counsellor to guide individuals in making informed healthcare decisions while supporting business growth through consultative engagement. This role is ideal for professionals with experience in Telesales, Healthcare, and Insurance, who excel at understanding customer needs, providing personalized recommendations, and building lasting relationships.

As a Health Counsellor, you will engage with prospective and existing customers through phone and digital channels to understand their healthcare requirements, educate them about suitable healthcare and insurance solutions, and support them throughout the decision-making process. Working closely with sales, operations, and customer support teams, you will ensure a seamless customer journey while consistently achieving sales and service objectives. This role offers an opportunity to make a meaningful impact by helping customers access the right healthcare solutions while contributing to organizational growth.

Key Responsibilities

• Engage with prospective customers through calls and digital channels to understand their healthcare and insurance requirements.
• Provide personalized guidance and recommend suitable healthcare services, wellness programs, or insurance solutions based on customer needs.
• Manage the complete customer engagement lifecycle from lead qualification through conversion and post-sales support.
• Conduct consultative sales conversations that educate customers and build trust while achieving business objectives.
• Follow up consistently with leads and existing customers to improve conversions and customer retention.
• Maintain accurate customer records, sales activities, and interaction history using CRM systems.
• Collaborate with internal teams to ensure timely onboarding, documentation, and issue resolution.
• Address customer queries related to healthcare offerings, policy coverage, eligibility, benefits, and enrollment processes.
• Achieve monthly sales targets, conversion goals, customer satisfaction metrics, and service quality standards.
• Stay updated on healthcare products, insurance offerings, industry regulations, and market trends to provide accurate guidance.
• Identify opportunities to improve customer engagement processes and enhance overall customer experience.
• Prepare regular reports on sales performance, lead status, customer feedback, and market insights for management review.

What Makes You a Great Fit

• 2+ years of experience in Telesales, Healthcare Counselling, Insurance Sales, Customer Advisory, or Healthcare Customer Support.
• Strong understanding of healthcare services, insurance products, or wellness solutions.
• Excellent communication, active listening, and interpersonal skills with the ability to build customer trust.
• Proven ability to achieve sales targets while maintaining a customer-first, consultative approach.
• Experience handling inbound and outbound customer interactions in a fast-paced environment.
• Strong negotiation, objection-handling, and relationship management skills.
• Familiarity with CRM platforms, lead management systems, and sales reporting tools.
• Good analytical and problem-solving skills with the ability to understand customer requirements and recommend appropriate solutions.
• Highly organized, self-motivated, and capable of managing multiple customer interactions simultaneously.
• Positive attitude, empathy, and a genuine passion for helping customers make informed healthcare decisions.
• Ability to thrive in a target-oriented environment while maintaining high standards of customer service and professional integrity.