Insurance Advisory (Ex - UPSC Applicants) - Remote at ditto by finshots

Bengaluru, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

05 Jun, 26

Salary

0.0

Posted On

07 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Communication, Empathy, Customer Instinct, Detail Orientation, Comfort With Ambiguity, English Fluency, Tech Comfort, Consultative Sales, Written Communication, Call Handling

Industry

Financial Services

Description

Insurance Advisor When you think of insurance, what comes to mind? Boring? Confusing, pushy? Same!!! At Ditto, we're trying to build a very different kind of insurance business : advice-led and customer-first. People come to us because they need insurance help. Our job is to guide them to the right direction and when it makes sense, help them buy the policy with confidence. This role is consultative sales. Not "sell at any cost", not "convince everyone", not cold calling. But yes: you will be expected to close when the customer has a genuine need and the right product fit is identified. About Ditto: Ditto is part of the Finshots family (500,000+ newsletter subscribers) and backed by Zerodha. We’ve helped thousands of Indians make insurance decisions with less confusion and more clarity and we’re scaling that experience. Why Ditto? We started Ditto because insurance advice in India is often either: Too Salesy (mis-selling risk), or Too Academic (no one helps you actually get it done) Too Spammy (They'll keep calling you, over and over and over) We sit in the middle : high-quality advice + execution support What this means in practice: Inbound, not outbound : You speak to people who book appointments / reach out. So no cold calls. Advice First : Your default job is to understand needs, explain trade-offs, and recommend what's right. Closing is part of the job : If the customer should buy, you'll guide them through plan selection and purchase. No Spam : We don't badger customers into buying. Time to do it well : Consultations are designed to be thoughtful, not rushed. Choose Your Path: Team Falcon or Team Bliss Team Falcon (Call-first, Deep conversation) If you enjoy long form conversations and building rapport on calls, this is for you. Typical Hours : 10am - 8pm (with breaks) Team Bliss (Chat-first, fast + crisp) If you're strong at written communication and prefer WhatsApp-first advisory, start here. Calls increase gradually based on customer preference. Shifts : 10am - 7pm or 12pm - 9pm Who We’re Looking For: Clear, empathetic communication: You can simplify without dumbing down. Customer instinct + backbone: Helpful, but not a pushover Detail orientation: Small errors create big claim problems later. Comfort with ambiguity: Real customer situations are messy English fluency : Other Indian languages are a plus Basic tech comfort: Tools, CRM-like workflows. No Insurance experience required. We'll train you. Training & Growth If you're new to insurance, we'll train you from zero with a structured program. The goal isn't "learn scripts". It's learning to think like an advisor who can sell ethically. What’s In It for You? Work from anywhere (office/home/flexible) Health & term insurance Wellness & Menstrual leaves Learning support Offsites + Team Events Our Interview Process: We value your time, so we’ve streamlined our interview process to wrap up within two weeks: HR Introductory Call: Let’s get to know each other. Assessment Round: Let’s check your analytical skills. Task 1: Show us what you bring to the table. Task 2: Dive deeper and showcase your skills. Final Managerial Round: Your last step toward joining Ditto. Once you complete our application, you’ll be asked to submit a short video resume. Submitting it is mandatory as it gives a chance to get to know you before the formal process and we will not be able to consider your application without it. Don’t worry — if recording a video feels tricky, just reach out to us at careers@joinditto.in and we’ll be happy to help you out. Please Note: Beware of recruitment scams. Ditto does not charge any fees for the hiring process.

Responsibilities

This role involves consultative sales focused on providing advice-led, customer-first insurance guidance, requiring candidates to understand needs, explain trade-offs, and ethically guide customers toward the right policy purchase when appropriate. Responsibilities are split between a call-first approach (Team Falcon) or a chat-first approach (Team Bliss), depending on the chosen path.