Travel Insurance Advisor

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

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