LEAD GENERATOR (B2B SALES)

1. Position Details

Particulars

Details

Policyhouse (PH)

Sales

Division

Function

Sub Function

Designation

Job Level

B2B Sales Lead Generation

Lead Generator

Consultant

Grade

Grade 1 or 2 (Subject to HR confirmation)

Anique Mohammed Akif

Cochin, Kerala

Reports To

Job Location

Work Model

Onsite

2. Job Purpose The Lead Generator is responsible for identifying and engaging potential corporate clients in the UAE market through outbound telesales, LinkedIn prospecting, digital outreach, and database research.

LEAD GENERATOR (B2B SALES) The primary objective is to generate qualified corporate insurance enquiries (RFQs) and maintain a consistent pipeline of business opportunities for the B2B Sales team.

The role requires strong communication and prospecting skills, the ability to engage corporate decision-makers, and a results-driven approach to identifying potential insurance requirements.

- Duties and Responsibilities

Primary Responsibilities

1. Identify and approach potential corporate clients in the UAE through outbound calls, LinkedIn, and other approved lead generation channels.

2. Generate qualified RFQs for corporate insurance products, including Group Medical, Group Life, Workmen's Compensation, General Insurance, and Motor Fleet.

3. Establish contact with key decision-makers, including HR Managers, Finance Managers, Procurement Teams, and Business Owners.

4. Understand prospective clients' insurance requirements, existing coverage, renewal timelines, and potential business opportunities.
5. Qualify leads based on customer interest, insurance requirements, renewal dates, and business potential before handing them over to the B2B Sales team.
6. Schedule follow-up calls and meetings with interested corporate prospects to facilitate further sales discussions.
7. Consistently achieve assigned daily calling, connectivity, and monthly qualified RFQ generation targets.

Secondary Responsibilities

8. Maintain accurate and up-to-date records of prospect details, calling activities, follow-ups, and lead status in the CRM.
9.



Build and maintain a structured database of potential corporate customers for future business opportunities.

10. Coordinate with the B2B Sales team to ensure timely handover and follow-up of qualified leads.
11. Utilise LinkedIn and other approved prospecting tools to identify potential corporate customers and relevant decision-makers.
12. Submit regular activity reports, lead generation updates, and pipeline status to the reporting manager.

13. Ensure all prospecting and customer communication activities comply with company policies,

data protection requirements, and applicable UAE regulations.

14. Key Performance Indicators (KPIs)

LEAD GENERATOR (B2B SALES)

KPI

Performance Expectation

Daily Dialled Calls

Daily Unique Calls

Daily Connected Calls

Daily Talk Time

Minimum 100 calls

Minimum 80 unique calls

Minimum 40 connected calls

Minimum 2 hours

Qualified RFQ Generation

Lead Quality

44 qualified RFQs per month

Percentage of qualified leads accepted by the B2B Sales team

30% conversion of generated RFQs

100% accurate and real-time CRM updates

Timely completion of all scheduled follow-ups

RFQ-to-Sales Conversion

CRM Management

Follow-up Management

KPI Guidelines

A qualified RFQ must represent a genuine corporate insurance requirement with verified customer interest, relevant contact details, and sufficient information for the Sales team to proceed.

The 30% RFQ-to-sales conversion target will be used to assess the quality and business potential of leads generated, with final closure dependent on the B2B Sales team.

Calling and connectivity performance will be monitored through CRM and telephony reports.

LEAD GENERATOR (B2B SALES)

KPI performance will be reviewed periodically by the reporting manager and may be revised based on business requirements.

- Qualification & Experience

Qualification





Undergraduate degree in any discipline.

Experience

Minimum 12 years of experience in telesales, outbound calling, or lead generation.

Prior experience in B2B lead generation or corporate client prospecting is preferred.

Experience in handling UAE-based customers will be an added advantage.

Exposure to insurance, financial services, or related industries is desirable.

Proven ability to achieve calling and lead generation targets in a target-driven environment.

- Skills

Must Have

Excellent verbal communication and interpersonal skills.

Robust outbound calling, prospecting, and lead qualification abilities.

Ability to engage professionally with corporate decision-makers.

Good follow-up, objection-handling, and relationship-building skills.

Basic understanding of CRM systems and lead management.

Working knowledge of Microsoft Excel or Google Sheets.

Ability to work independently and manage daily activities effectively.

Proactive, target-oriented, and results-driven approach.

Good to Have

Familiarity with LinkedIn lead generation and prospecting tools.

Experience using LinkedIn Sales Navigator or similar platforms.

Understanding of the UAE corporate market and business environment.

Basic knowledge of corporate insurance products.

Prior experience in B2B insurance or financial services lead generation.

- Candidate Preference

Female candidates preferred, subject to applicable recruitment policies.

LEAD GENERATOR (B2B SALES)

Minimum 12 years of relevant telesales or lead generation experience.

Strong communication skills and confidence in engaging corporate customers.

Candidates with B2B prospecting and UAE market experience will be prioritised.

Familiarity with CRM and LinkedIn-based lead generation will be an advantage.

- Interview Process

Interview Stage

Interviewer

First Round

Anique Mohammed Akif

Jenson Babu

Second Round

- Compensation

Salary Range: 25,000 30,000 per month

Final compensation will be determined based on the candidate's relevant experience, skills, and interview performance, in accordance with company HR policies.

📌 Lead Generator (Kochi)
🏢 HTIC Global
📍 Kochi