Insurance Lead Generation Coordinator

This role focuses on identifying and qualifying potential clients for insurance products. The ideal candidate will be responsible for generating leads, nurturing prospects, and supporting the sales team in achieving their targets. This position requires strong communication skills, attention to detail, and a proactive approach to lead generation.

Key Responsibilities

Generate leads through various channels, including online research, networking, and referrals.
Qualify leads based on predefined criteria and assess their potential for conversion.
Maintain accurate records of leads and interactions in the CRM system.
Collaborate with the sales team to provide them with qualified leads and support their sales efforts.
Follow up with prospects and nurture them through the sales funnel.
Conduct market research to identify new lead generation opportunities.

Requirements/Qualifications

0 to 1 years of experience in lead generation, sales, or a related field.
Excellent communication and interpersonal skills.
Strong organizational and time management skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite.
Familiarity with CRM systems is a plus.

About the Company

BTW Financial Services is a provider of financial solutions, dedicated to helping individuals and businesses achieve their financial goals. The company focuses on delivering tailored financial advice and products to meet diverse client needs.