Walk-in | Insurance Lead Generation Executive

Bimasansar Insurance Broking; Patna; On-site; INR 201,000 - 391,000; Full time

Benefits offered by this job

Performance-based incentives

Travel allowance/field travel reimb.

Training on insurance products

Growth opportunities within Sales/BD

Job summary

Bimasansar Insurance Broking is seeking a Field Lead Generation professional in Patna to visit businesses and communities, identify insurance needs, and generate genuine leads. You will explain products, collect consented data, and hand over qualified leads to the sales team.

You will also maintain CRM records, track follow-ups, and participate in local campaigns to expand the customer base and drive growth in the region.

Qualifications

• Minimum 3 years of field sales/lead generation experience.
• Education: 12th pass or graduate; graduation preferred.

Responsibilities

• Visit assigned areas and generate insurance leads through direct interaction.
• Identify customers with current or upcoming insurance needs and explain services.
• Qualify leads; capture name, contact, location, requirements and expiry dates.
• Enter leads into CRM/Sheets daily and maintain visit records.
• Develop local partnerships and participate in field marketing activities.

Skills

Communication

Face-to-face

Presentation skills

Sales basics

Independent work

Smartphone basics

WhatsApp

Google Maps

Excel/Sheets

Follow-up

Education

12th Pass / Graduate

Tools

Excel/Google Sheets

Job description

Field Lead Generation

• Visit assigned areas, markets, businesses, offices, residential societies, and other potential customer locations.
• Identify individuals and businesses with current or upcoming insurance requirements.
• Generate new insurance leads through direct physical interaction.
• Approach potential customers professionally and explain Bima Sansar's insurance services.
• Identify opportunities for Motor, Health, Life, Commercial and other insurance products offered by the company.

Customer Interaction

• Understand the customer's basic insurance requirements.
• Ask relevant questions regarding existing insurance policies, renewal requirements, vehicle details, business requirements, etc.
• Collect accurate customer information only with the customer's consent.
• Explain the next steps and connect interested customers with the appropriate sales team.
• Maintain professional relationships with prospects and potential referral sources.

Lead Qualification

• Ensure that leads generated are genuine and relevant.
• Capture important information such as: Customer name, Mobile number, Location, Insurance requirement, Existing policy status, Policy renewal/expiry date, wherever applicable, Vehicle/business/basic requirement details, wherever applicable, Preferred contact time, Prioritise leads based on their requirement and urgency.
• Avoid duplicate, incomplete or irrelevant leads.

CRM & Reporting

• Enter all generated leads into the company's CRM/Google Sheets/system on a daily basis.
• Maintain accurate records of field visits and customer interactions.
• Submit daily field activity reports.
• Track the status of leads handed over to the sales team.
• Coordinate with sales executives for follow-up.
• Provide feedback regarding customer requirements, market response and competitor activity.

Business Development

• Identify new areas and channels for generating insurance leads.
• Develop relationships with local businesses, dealers, service centres, societies, offices and other potential referral sources.
• Explore opportunities for generating recurring leads through local partnerships.
• Participate in company campaigns, promotional activities and field marketing initiatives.

Candidate Profile

Required Skills

• Good communication and interpersonal skills.
• Comfortable interacting with customers face-to-face.
• Good convincing and presentation skills.
• Basic understanding of sales and lead generation.
• Ability to work independently in the field.
• Basic knowledge of smartphones, WhatsApp, Google Maps and Excel/Google Sheets.
• Good follow-up and relationship-management skills.
• Ability to maintain accurate customer records.
• Willingness to travel locally on a daily basis.

Preferred

• Experience in insurance sales, field sales, lead generation, BFSI, automobile sales, banking, telecom, real estate or similar industries.
• Existing knowledge of the local market will be an advantage.
• Experience dealing with customers or businesses directly will be preferred.
• Freshers with strong communication skills and a willingness to work in the field may also apply.

Eligibility

• Education: 12th Pass / GraduateGraduation in any discipline will be an advantage.
• Experience: 03 years
• Age: Preferably 1835 years
• Language: Hindi and basic English
• Travel: Candidate should be comfortable travelling locally for field visits.
• Two-wheeler: Preferred, depending on assigned territory.

What We Are Looking For

We are looking for someone who is:

• Energetic and comfortable working outdoors.
• Confident while approaching new people.
• Target-oriented but focused on lead quality.
• Self-motivated and disciplined.
• Comfortable with daily field travel.
• Good at building relationships.
• Honest and responsible while handling customer information.
• Willing to learn about different insurance products.

Compensation

Salary: 18,000 - 35,000 per month + applicable incentives

Additional Benefits:

• Performance-based incentives
• Travel allowance/field travel reimbursement as per company policy
• Training on insurance products and lead generation
• Growth opportunities within the sales/business development team

Final compensation will depend on experience, skills and interview performance.

Important Note

This is a field-based role. Candidates should be comfortable spending a significant part of their working day visiting customers, businesses and potential lead-generation locations.

The primary objective of this position is to generate genuine, qualified insurance leads through physical field activities, not merely collect contact numbers.