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Presales Specialist (B2B Lead Generation)

Coverfox Insurance

4 - 6 years

Bengaluru

Posted: 18/03/2026

Getting a referral is 5x more effective than applying directly

Job Description

About the Role


You will play a critical role in driving business growth by identifying, engaging, and qualifying potential clients across sectors such as Insurance, Fintech, NBFC, and InsurTech. You will be responsible for generating leads through strategic outreach methods, nurturing relationships with key decision-makers.


Your ability to combine market research with client understanding will be key in scheduling high-quality meetings and demos that move opportunities forward in the sales funnel.


This role is ideal for someone with a sharp business acumen, a passion for customer engagement, and a strong understanding of B2B sales dynamics.



What you will do?

  • Generate leads through various methods such as cold calling, email campaigns, and online research.
  • Build and maintain a pipeline of potential clients in sectors like Insurance, Fintech, NBFC, Insurtech, and other relevant industries.
  • Identify decision-makers and key stakeholders within target organizations to create new business opportunities.
  • Maintain detailed records of interactions with leads using CRM tools.
  • Conduct market research to stay updated on industry trends and identify new opportunities for lead generation.
  • Schedule qualified meetings and demos for the sales team to advance the sales process.


What we are looking for?


  • 1 to 4 years of experience in lead generation, cold calling, or inside sales, preferably in Insurance, Fintech, Micro Finance, or NBFCs.
  • Excellent verbal and written communication skills with the ability to engage and build rapport with prospective clients.
  • Proficiency in using CRM software and other lead generation tools.
  • Experience in market research and identifying business opportunities.

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