 
						Travel Insurance Advisor
3 days ago
Dear Candidate,
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
Company URL- us - We are a team of dedicated financial advisors who uphold the highest standards of professionalism and unwavering integrity and embrace an innovative
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 
- 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 Interested candidate can share me your cv with mail confirmation of interested
Thanks & Regards,
Naina
Mumbai
Job Types: Full-time, Permanent
Pay: ₹12, ₹25,000.76 per month
Work Location: In person
Speak with the employer
 
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