Travel Insurance Advisor

20 hours ago


Mumbai Maharashtra, India DirectusHR Services Full time

We have an opening with BTW Financial Services & IMF Pvt. Ltd. for:
**B2B Travel Insurance Outreach Executive**

Company Profile BTW Financial Services & IMF Pvt. Ltd. We are a team of dedicated financial advisors who uphold the highest standards of professionalism and unwavering integrity and embrace an innovative culture. We excel at providing a range of financial products and services to meet the needs of our clients.
- Trusted Advisors
- Personalized Solutions
- Client-Focused Approach

**Location : BTW Financial Services & IMF Pvt Ltd**
Office No. 402, 4th Floor, Marathon Nextgen Campus, Marathon Icon, Ganapat rao Kadam Marg, opposite Peninsula Corporate Park, Lower Parel, Mumbai, Maharashtra 400013

Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday
Probation Period: 6 monthsDesignation-**B2B Travel Insurance Outreach Executive**
Role summary: Lead nationwide B2B outreach to corporate HR/Admin decision-makers, 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**:

- **Corporate HR/Admin Outreach**
- 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.
- **Pan-India Prospecting**
- 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**
- 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.
- 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.

Thanks & Regards,

Naina

Mumbai

8319348037

**Job Types**: Full-time, Permanent

Pay: ₹12,541.80 - ₹25,000.76 per month

Work Location: In person

**Speak with the employer**
+91 8319348037



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