Opportunity for B2B Travel Insurance Outreach Executive

1 - 5 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Job Type

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Job Description

Dear Candidate    Greeting from Directushr.!!!   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, Ganapatrao Kadam Marg, opposite Peninsula Corporate Park, Lower Parel, Mumbai, Maharashtra 400013Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday Probation Period: 6 months   Designation-

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, Shubhangi Bhise DirectusHR Services Mumbai 7021684818

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