Job Description
T
Tacterial Consulting
Insurance Advisory (Remote)
Tacterial Consulting • India • via Indeed
Full–time
No Degree Mentioned
Apply on Indeed
Apply on Adzuna
Apply on Job Vacancy Result
Job 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 [email protected] 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.
Tacterial Consulting
Insurance Advisory (Remote)
Tacterial Consulting • India • via Indeed
Full–time
No Degree Mentioned
Apply on Indeed
Apply on Adzuna
Apply on Job Vacancy Result
Job 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 [email protected] 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.
💡 Quick Summary
Seeking a career-building opportunity? The Insurance Advisory (Remote) position is now open for candidates interested in the Insurance sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.
