
Required Skills & Tech Stack
Great communication skills
Empathetic listening
Customer service
Consultative sales
Analytical thinking
Basic CRM usage
English fluency
Detail orientation
Comfort with ambiguity
Basic tech proficiency

Job Description & Key Responsibilities
Ditto, a fastβgrowing arm of the Finshots family and backed by Zerodha, is reshaping the Indian insurance landscape. With over half a million newsletter subscribers, Finshots has built a reputation for clear, dataβdriven financial content. Leveraging that trust, Ditto offers adviceβled, customerβfirst insurance solutions that cut through the noise of traditional salesβheavy or overly academic approaches. The company operates entirely online, allowing it to serve customers across India while maintaining a lean, techβsavvy culture that encourages experimentation and rapid learning.
The role of Insurance Advisor sits at the heart of Dittoβs mission. As a remote, fullβtime team member, you will engage with inbound customers who have already expressed interest in insurance guidance. Your job is not to push products but to listen, diagnose needs, explain tradeβoffs, and recommend the most suitable policies. When a genuine need is identified, you will help the customer complete the purchase, ensuring a smooth, confidenceβbuilding experience. This consultative sales model blends empathy with a resultsβoriented mindset, making it ideal for candidates who enjoy deep conversations and value ethical selling.
**Key Responsibilities**
1. Respond to inbound customer inquiries via phone or video call.
2. Conduct thorough needs analysis to understand financial goals and risk appetite.
3. Explain complex insurance concepts in simple, jargonβfree language.
4. Recommend appropriate insurance products from partnered providers.
5. Guide customers through the policy selection and purchase process.
6. Maintain accurate records in the CRM and ensure data integrity.
7. Follow up postβsale to address any queries and gather feedback.
8. Continuously update product knowledge through internal training.
9. Meet monthly advisory and conversion targets while upholding ethical standards.
10. Contribute ideas to improve the advisory workflow and customer experience.
**Tech Stack & Tools**: The role uses a cloudβbased CRM (custom built), video conferencing tools (Zoom/Google Meet), basic spreadsheet software, and internal knowledge bases. No deep technical expertise is required, but comfort with digital tools is essential.
**Growth Path**: Starting as an Insurance Advisor, high performers can progress to Senior Advisor, Team Lead, or specialize in product strategy, training, or operations. The company invests heavily in continuous learning, offering workshops, mentorship, and exposure to fintech product development.
**Why Join Ditto?**
- Work from anywhere with flexible hours (10β―amβ8β―pm).
- Be part of a missionβdriven startup backed by reputable investors.
- Competitive entryβlevel salary with health & term insurance, wellness benefits, and menstrual leaves.
- Regular offsites, team events, and a culture that values empathy, curiosity, and personal growth.
- No coldβcalling pressure; youβll only engage with customers who have actively sought help.
Overall, this role offers a unique blend of customer service, consultative selling, and fintech exposureβperfect for fresh graduates eager to launch a career in insurance advisory.