Role summary
Lead nationwide B2B outreach to corporate HR/Admin decision travel agencies, and overseas education consultancies to generate and convert leads for travel insurance (corporate business travel and student travel). Build partnerships, drive pipeline growth, and execute multi‑channel prospecting strategies across India.
Key responsibilities
- Identify and contact HR/Admin (or the owner of travel formalities) in companies across India.
- Present travel insurance solutions for employee business travel.
- Nurture and convert corporate leads into active accounts.
- Systematically reach companies nationwide, mapping decision‑makers for travel formalities.
- Maintain a segmented target list by industry, size, and travel volume.
Lead Generation for Corporate Business Travel
- Generate leads for employee business travel insurance by engaging HR/Admin/Finance stakeholders.
- Build and manage a qualified pipeline; track stages from outreach to closure in a CRM.
Multi‑channel Outreach Execution
- Use LinkedIn (including Sales Navigator), verified databases, email, and cold calls to initiate contact.
- Run structured cadences, follow‑ups.
Own Strategy Development
- Design lead‑gen strategies, messaging, and offers to improve conversion.
B2B Travel Agent Partnerships
- Contact travel agents across India to create B2B channels for travel insurance sales.
- Negotiate referral/commission structures; onboard and enable agents.
Overseas Consultancy Tie‑ups (Student Travel)
- Reach overseas education consultancies; establish partnerships for student travel insurance.
- Create simple onboarding, SOPs, and co‑branded materials to streamline issuance.
Collaboration & Compliance
- Coordinate with internal Sales/Operations for pricing, proposals, and policy issuance.
- Ensure all engagements comply with insurance regulations and company policies.
Required skills and experience
- 1‑2 years in B2B sales/partnerships, preferably in insurance, travel, or HR solutions.
- Strong prospecting skills via LinkedIn, email, phone; adept at building decision‑maker lists.
- Proven ability to sell to HR/Admin/Procurement and to channel partners (agents/consultancies).
- Excellent communication and negotiation skills; English required, Hindi/regional languages a plus.
KPIs
- Qualified corporate leads generated per month
- Conversion rates from outreach to meeting, proposal, and closure.
- Number of new travel agent and overseas consultancy partnerships onboarded.
- Monthly policy count and premium from corporate and channel partners
- Outreach efficiency: response rates, follow‑up
BTW Financial Services & IMF Pvt Ltd is a Mutual Fund distributor & Insurance Service provider. BTW Financial Services and IMF Pvt Ltd is your trusted partner for a wide spectrum of financial services, encompassing insurance marketing, and the distribution of various financial products. As an Insurance Marketing Firm (IMF), we specialize in marketing and distributing insurance products, offering a diverse range of insurance options for individuals and businesses. We are dedicated to simplifying complex financial processes, providing access to insurance products, and fostering financial security and growth for all our clients. BTW Financial Services & IMF Private Limited is a division of the BTW Group. You can visit our website https://www.btwgroup.co/.