Job Description: Lead Generation Executive (Loans & Insurance)
Role Overview
SM Fincap is seeking motivated individuals with prior experience in loan products (Housing Loans, Business Loans, Machinery Loans, CGTMSE Loans) and insurance products (Term Insurance, Health Insurance, Vehicle Insurance, Business Insurance). This role is ideal for professionals already working in financial services organizations who are looking to earn additional income through commission-based opportunities.
Key Responsibilities
Generate leads for loan and insurance products through networking, referrals, and outreach.
Educate potential clients on product features, eligibility, and benefits in simple, clear language.
Coordinate with internal teams to ensure smooth loan/insurance application processing.
Follow up with prospects to achieve closures in loans and insurance sales.
Maintain records of leads, conversions, and incentive achievements.
Candidate Profile
Candidate worked with DSA for Loans and wealth Management can apply
Background in financial services with hands-on experience in loan and insurance products.
Strong communication and persuasion skills.
Self-driven and motivated to achieve targets without fixed salary support.
Ability to work independently and leverage existing networks for lead generation.
Compensation
No fixed salary will be provided.
Commission-based earnings on successful closures of loans and insurance activities.
Additional incentives available based on achievement of periodic targets.
Growth Opportunity
This role offers flexibility and unlimited earning potential for professionals seeking to supplement their income while continuing their existing engagements. Performance-driven individuals can scale their incentives significantly by meeting and exceeding targets.
This description positions the role as a commission-only opportunity with clear expectations, making it attractive to professionals already in the sector who want to maximize their networks for extra income.