Field and Inside Sales Executive - Broker Acquisition
The Broker Acquisition and Field Sales Executive will be responsible for driving broker and real estate agent acquisition across the full sales cycle — from cold outreach and lead generation to prospecting, relationship-building, follow-ups, field meetings, and closure support.
This is a hybrid sales role that combines telecalling, social media lead generation, inside sales, and field sales. The role is not limited to generating leads or fixing meetings; the individual will be expected to carry prospects through the sales funnel, build interest in the platform, qualify opportunities, and support or drive conversion through to onboarding.
The ideal candidate should be comfortable operating in a target-driven environment, engaging prospects through multiple channels, and representing the company credibly in both remote and in-person interactions.
Key Responsibilities
1. Lead Generation and Prospecting
Generate broker and real estate agent leads through telecalling, field visits, referrals, networking, and social media outreach
Build a healthy pipeline of prospects aligned to target markets and segments
Identify, qualify and prioritize high-potential brokers for platform onboarding
Map local broker clusters, target geographies and prospect opportunities
2. Cold Calling and Initial Outreach
Initiate contact with prospective brokers and agents through calls, WhatsApp, digital outreach and field visits
Introduce the platform, generate interest, and secure meetings or next-step conversations
Maintain regular and disciplined follow-ups with prospects across the early sales stages
Build familiarity and recall for the company in the broker ecosystem
3. Sales Funnel Management
Manage prospects across the sales cycle from first contact to qualified opportunity
Understand prospect needs, business concerns and current pain points
Nurture leads through repeated follow-ups and relationship-building
Ensure smooth handover to the Conversion Manager or independently support the final closure stage, as required
4. Field Sales and Relationship Building
Conduct in-person meetings with brokers, agents and channel partners to build trust and advance conversations
Represent the company professionally in external meetings and local market interactions
Build long-term relationships that improve conversion and referral opportunities
Gather on-ground market feedback and competitor insights
5. Value Proposition Communication
Clearly explain the platform’s benefits, differentiators and commercial value to brokers
Communicate how the platform supports lead generation, visibility, market access, and revenue opportunity
Build broker interest by linking the offering to practical business outcomes
Support the prospect’s journey toward closure with clarity and confidence
6. Closure Support and Onboarding Coordination
Work closely with the Conversion Manager to move qualified leads toward sign-up and onboarding
Ensure prospects remain engaged through the conversion process
Support documentation, basic onboarding coordination and transition to activation
Reduce drop-offs between prospecting, conversion and onboarding stages
7. Existing Broker Engagement, Upselling and Renewals
Maintain relationships with existing brokers to support retention and continued platform usage
Identify upselling opportunities for higher-value plans, premium features or additional services
Coordinate with customer success teams, where applicable, to improve broker satisfaction and renewals
Help drive subscription continuity and reduce churn
8. CRM Discipline and Reporting
Maintain accurate and updated records of leads, follow-ups, meetings, objections, conversions and renewals
Update CRM / sales trackers regularly and on time
Share daily and weekly activity reports, pipeline updates and market feedback
Ensure strong visibility into personal funnel performance and pending opportunities
Key Performance Indicators (KPIs)
New Business Acquisition
Number of qualified broker leads generated per month
Meetings booked and completed
Monthly broker acquisition target achieved
Sales Activity and Funnel Movement
Conversion from first contact to meeting
Conversion from meeting to closure support stage
Turnaround time from lead generation to qualified opportunity
Revenue and Retention Support
Revenue contribution from acquired brokers
Upsell opportunities generated / converted
Renewal support contribution
Reduction in inactive or churn-risk brokers, where applicable
Process and Reporting
Daily / weekly reporting discipline
Pipeline hygiene and status accuracy
Quality of market intelligence and competitor feedback shared
Ideal Candidate Profile
Experience
2–5 years of experience in field sales, inside sales, telecalling, business development or customer acquisition roles
Exposure to real estate sales, luxury product sales, subscription sales, tech / SaaS sales, fintech, insurance, hospitality sales, or premium service selling preferred
Experience handling prospects across the full sales cycle is strongly preferred
Prior work with brokers, channel partners, relationship-led selling, or local market field sales would be an advantage
Education
Graduate in any discipline
Sales / business-related qualifications are a plus
Desired Skills and Capabilities
Cold calling and lead generation
Telecalling and follow-up discipline
Social media prospecting and outreach
Field sales confidence
Prospect qualification
Relationship-building
Objection handling
Basic sales closure capability
Upselling and account nurturing mindset
CRM usage and reporting discipline
Behavioral Traits
Energetic and target-driven
Presentable and professional in client interactions
Strong communication and persuasion skills
Confident meeting customers in the field
Persistent and disciplined in follow-ups
Resourceful and proactive
Comfortable with a mix of inside and outside sales
Strong ownership of leads and outcomes
Preferred Backgrounds
Candidates with experience in one or more of the following may fit well:
Real estate brokerage / channel sales
Luxury retail or premium product sales
Subscription sales
SaaS / tech platform sales
Hospitality or relationship-led customer-facing roles
Insurance / banking sales
High-touch consultative sales environments
What Success Looks Like in This Role
The successful candidate will:
consistently generate and qualify broker leads
move prospects steadily through the sales funnel
combine calling, social outreach and field meetings effectively
support strong broker acquisition and onboarding outcomes
build lasting broker relationships that support renewals and upselling
act as a dependable feeder and conversion support partner to the Conversion Manager
Only field sales and Female candidates are preferred