Walk-in || Insurance Lead Generation Executive

Field Lead Generation

• Visit assigned areas, markets, businesses, offices, residential societies, and other potential customer locations.
• Identify individuals and businesses with current or upcoming insurance requirements.
• Generate new insurance leads through direct physical interaction.
• Approach potential customers professionally and explain Bima Sansar's insurance services.
• Identify opportunities for Motor, Health, Life, Commercial and other insurance products offered by the company.

Customer Interaction

• Understand the customer's basic insurance requirements.
• Ask relevant questions regarding existing insurance policies, renewal requirements, vehicle details, business requirements, etc.
• Collect accurate customer information only with the customer's consent.
• Explain the next steps and connect interested customers with the appropriate sales team.
• Maintain professional relationships with prospects and potential referral sources.

Lead Qualification

• Ensure that leads generated are genuine and relevant.
• Capture important information such as: Customer name, Mobile number, Location, Insurance requirement, Existing policy status, Policy renewal/expiry date, wherever applicable, Vehicle/business/basic requirement details, wherever applicable, Preferred contact time, Prioritise leads based on their requirement and urgency.
• Avoid duplicate, incomplete or irrelevant leads.

CRM & Reporting

• Enter all generated leads into the company's CRM/Google Sheets/system on a daily basis.
• Maintain accurate records of field visits and customer interactions.
• Submit daily field activity reports.
• Track the status of leads handed over to the sales team.
• Coordinate with sales executives for follow-up.
• Provide feedback regarding customer requirements, market response and competitor activity.

Business Development

• Identify new areas and channels for generating insurance leads.
• Develop relationships with local businesses, dealers, service centres, societies, offices and other potential referral sources.
• Explore opportunities for generating recurring leads through local partnerships.
• Participate in company campaigns, promotional activities and field marketing initiatives.
  

Candidate Profile

Required Skills

• Good communication and interpersonal skills.
• Comfortable interacting with customers face-to-face.
• Good convincing and presentation skills.
• Basic understanding of sales and lead generation.
• Ability to work independently in the field.
• Basic knowledge of smartphones, WhatsApp, Google Maps and Excel/Google Sheets.
• Good follow-up and relationship-management skills.
• Ability to maintain accurate customer records.
• Willingness to travel locally on a daily basis.

Preferred

• Experience in insurance sales, field sales, lead generation, BFSI, automobile sales, banking, telecom, real estate or similar industries.
• Existing knowledge of the local market will be an advantage.
• Experience dealing with customers or businesses directly will be preferred.
• Freshers with strong communication skills and a willingness to work in the field may also apply.

Eligibility

• Education: 12th Pass / Graduate
  Graduation in any discipline will be an advantage.
• Experience: 03 years
• Age: Preferably 1835 years
• Language: Hindi and basic English
• Travel: Candidate should be comfortable travelling locally for field visits.
• Two-wheeler: Preferred, depending on assigned territory.

What We Are Looking For

We are looking for someone who is:

• Energetic and comfortable working outdoors.
• Confident while approaching new people.
• Target-oriented but focused on lead quality.
• Self-motivated and disciplined.
• Comfortable with daily field travel.
• Good at building relationships.
• Honest and responsible while handling customer information.
• Willing to learn about different insurance products.

Compensation

Salary: 18,000 - 35,000 per month + applicable incentives

Additional Benefits:

• Performance-based incentives
• Travel allowance/field travel reimbursement as per company policy
• Training on insurance products and lead generation
• Growth opportunities within the sales/business development team

Final compensation will depend on experience, skills and interview performance.

Important Note

This is a field-based role. Candidates should be comfortable spending a significant part of their working day visiting customers, businesses and potential lead-generation locations.

The primary objective of this position is to generate genuine, qualified insurance leads through physical field activities, not merely collect contact numbers.