Navigators Financial Services is a Jaipur-based financial services firm helping individuals and families make better financial decisions through financial planning, investments, insurance, tax and retirement planning.
Budget: 15K - 25K per month (Fixed + Incentives plan)
The Role
This is a lead-generation role - not an operations role. Your job is simple: find the right people, start conversations and create opportunities.You will:
● Research and identify potential corporate, institutional and individual prospects.
● Reach out through calls, LinkedIn, WhatsApp, email and other channels.
● Connect with HRs, business leaders and other decision-makers.
● Generate qualified leads and meetings for Navigators.
● Explore opportunities for financial-awareness sessions in corporates, schools, colleges, hospitals and professional communities.
● Follow up consistently and build a strong, active pipeline.
● Explore partnerships, referrals and new channels for lead generation.
● Maintain lead data and track your pipeline and outcomes.
What We're Looking For
● Strong communication and people skills.
● Comfortable initiating conversations with strangers.
● Proactive, persistent and target-oriented.
● Positive research and prospecting skills.
● Strong follow-up discipline.
● Comfortable with outbound calling.
● Basic Excel/Google Sheets skills.
● 0–2 years experience; freshers with the right attitude are welcome.
● Financial-services experience is not required.
What Success Looks Like
More prospects → More conversations → More qualified leads → More meetings → More opportunities. You won't be handed a list of leads every morning. We want someone who can find opportunities independently.
What You Get
● Direct exposure to the Founder and core team.
● Hands-on experience in lead generation, outreach and business development.
● Performance-based incentives.
● Opportunity to grow with a growing financial-services business.If finding the right person, making the first move and turning a cold conversation into an opportunity sounds exciting - we'd like to meet you.