Join a fast-growing global team!

We're hiring an Outbound Sales Representative to connect customers with valuable insurance review opportunities and help them better understand their protection options.

If you're a confident communicator, enjoy engaging with customers over the phone, and thrive in a target-driven environment, this could be the perfect opportunity for you. This is a fully remote, Philippines-based role where you'll work with an experienced team, engage directly with customers, and play a key role in generating high-quality opportunities for licensed insurance advisers.

Role Summary

As an Outbound Sales Representative, you will contact qualified customers and prospects to complete a life insurance review qualification process. Your role is not to provide financial advice but to gather information, assess eligibility, and connect suitable customers with licensed advisers for further consultation.

Using proven scripts, fact-finding techniques, and objection-handling skills, you'll build rapport with customers, identify review opportunities, and ensure a seamless customer experience from initial contact through adviser handoff.

Key Responsibilities

• Conduct outbound calls to qualified customers and prospects using predictive dialer systems.

• Establish rapport quickly and professionally while clearly explaining the purpose of the call.

• Complete customer qualification and insurance review assessments.

• Confirm key policy details including provider, premium amount, cover level, and policy term.

• Gather relevant customer information such as age, smoking status, and other qualifying factors.

• Identify life events or changes in circumstances that may create insurance review opportunities.

• Ask effective questions to uncover customer needs and potential protection gaps.

• Handle objections professionally while maintaining a positive customer experience.

• Complete data protection, compliance, and address verification checks.

• Transfer qualified customers to licensed advisers for further consultation.

• Maintain accurate and detailed records within the CRM system.

• Consistently achieve daily, weekly, and monthly performance targets.

• Deliver high-quality opportunities to the adviser team.

• Contribute to a collaborative, performance-driven remote sales environment.

Must-Have Qualifications

• Excellent spoken and written English communication skills.

• Professional and confident telephone manners.

• Previous experience in one or more of the following:

  Outbound Sales

  Telesales

  Appointment Setting

  Lead Generation

  Insurance

  Financial Services

  BPO

  Customer Service

• Strong listening, questioning, and relationship-building skills.

• Ability to follow scripts while maintaining natural and engaging conversations.

• Proven objection-handling and persuasion skills.

• Strong attention to detail and accurate note-taking abilities.

• Experience working with CRM systems.

• Goal-oriented mindset with a passion for achieving performance targets.

• Reliable work ethic and professional attitude.

Nice-to-Have Skills

• Experience within the insurance, protection, or financial services industries.

• Knowledge of life insurance and protection products.

• Experience in mortgage services, claims, or utilities campaigns.

• Familiarity with predictive dialers and outbound calling platforms.

• Experience working in a fully remote sales environment.

• Strong understanding of customer qualification and lead generation best practices.

Reporting Line and Working Pattern

• Reports to: Outbound Sales Team Leader

• Fully Remote – Philippines Based

• Working hours aligned with the client's business requirements.

• Performance-based environment with clear KPIs and targets.

Why You'll Love This Role

• Join a growing international organization with long-term career opportunities.

• Work from the comfort of your home while collaborating with a supportive team.

• Develop valuable sales, communication, and customer engagement skills.

• Be rewarded for your performance and contribution to business growth.

• Gain exposure to the insurance and financial services industry.

• Work in a culture that values professionalism, customer service, and continuous improvement.

About magentIQ

At magentIQ, we value diversity, innovation, and continuous growth.

Join our team and become part of a collaborative, forward-thinking organization where your work creates real impact. If you're passionate about customer engagement, sales excellence, and helping customers connect with valuable solutions, we'd love to hear from you.

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