Designation: B2B Travel Insurance Outreach Executive

Company : BTW Financial Services & IMF Pvt Ltd

Interview & Job Location: BTW Visa Services India Pvt Ltd

Office No.B.14,Ground Floor, Civic Center,

MMGS Marg, Dadar East, Dadar, Mumbai, 400014

Gross Salary: ₹ 21,000 to ₹25,000

Working Hours: 10:00 AM to 7:00 PM, Monday to Saturday

Probation Period: 6 months

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