Role Overview
The Business Development Executive will identify and reach out to prospective clients, build a pipeline of leads, and support the preparation of proposals and pitch materials. The role requires strong communication skills, resilience, and a willingness to learn about insurance and financial services.
What You Will Do
The main responsibilities of this role include identifying prospective clients, building a pipeline of leads, qualifying leads, and setting up meetings for senior sales team members to close. The role also involves supporting the preparation of proposals, quotations, and pitch materials.
Why It Might Be a Fit
To be successful in this role, you should be comfortable with cold outreach, have strong communication skills, and be organized and disciplined about following up with leads. You should also be curious about insurance and financial services or willing to learn quickly.
Requirements
- Identify and reach out to prospective clients
- Build and manage a pipeline of leads
- Qualify leads and set up meetings for senior sales team members to close
- Support the preparation of proposals, quotations, and pitch materials
- Maintain accurate, up-to-date records of leads and activity in our CRM
- Represent PolicyStreet at industry events, roadshows, and partner meetings when needed
- Hit monthly and quarterly targets for outreach activity and qualified meetings booked
Benefits
- Medical & Life Insurance extended to spouse & children
- Flexi Benefits available for transport, dental, optical, traditional medicine etc.
- Dedicated learning opportunities & development plans to grow your career
To apply for this job please visit jobs.workable.com.

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