
Job Description & Key Responsibilities
Ditto is a fastβgrowing fintech startup that has redefined how Indians buy insurance. Backed by Zerodha and part of the Finshots family, Ditto has already helped thousands of customers make informed insurance decisions with clarity and ease. With over 10,000 glowing Google reviews, the company has proven that a customerβcentric, conversational approach can transform a traditionally dry industry.
The Insurance Advisory role is designed for freshers who are fluent in Telugu and English. You will be the first point of contact for customers who book appointments or reach out via chat. The job is split into two distinct paths: Team Falcon (callβfirst, deep conversation) and Team Bliss (chatβfirst, quick and crisp). Depending on your strengths, you can choose the path that best suits you.
Key responsibilities include:
1. Engaging with customers through calls or WhatsApp to understand their insurance needs.
2. Explaining product tradeβoffs in simple, jargonβfree language.
3. Recommending suitable plans based on individual risk profiles.
4. Guiding customers through the plan selection and purchase process.
5. Maintaining accurate records in the CRM and ensuring followβup.
6. Handling postβsale queries and providing ongoing support.
7. Collaborating with the underwriting team to resolve policy issues.
8. Contributing to knowledge base articles and FAQs.
9. Meeting weekly targets for customer satisfaction and sales.
10. Continuously learning about new products and market trends.
Tech stack: Basic CRM tools, WhatsApp Business API, Microsoft Office, and the companyβs proprietary advisory platform. Training is provided from scratch, so no prior insurance experience is required.
Growth path: After the initial training, successful advisors can progress to senior advisory roles, team lead positions, or even product specialist tracks. Ditto also offers crossβfunctional learning opportunities in marketing, data analytics, and product development.
Why join Ditto? The company offers a flexible work environment (remote or hybrid), health and term insurance, wellness benefits, menstrual leave, and regular offβsites and team events. The culture is collaborative, supportive, and focused on ethical selling and customer education.
Overall, this role is ideal for communicative, empathetic, and detailβoriented freshers who want to build a career in the growing insurance tech space.