Job Description

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- https://btwimf.com/about-us/About us - btwimf.com We are a team of dedicated financial advisors who uphold the highest standards of professionalism and unwavering integrity and embrace an innovative culture.btwimf.com

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

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