A.I.M(assistance insurance manager)
Budget: ₹37,500 – ₹75,000 INR
I’m an insurance and investment manager expanding my book with individual fixed-deposit clients and I need an extra pair of hands dedicated to finding and nurturing those prospects online.
Your focus will be social-media driven: identifying the right demographic segments, crafting concise outreach messages that clearly explain our FD rates and safety profile, then moving conversations forward until the prospect is warm enough for me to call and close. I’ll supply product details, compliance guidelines, and my preferred tone; you bring the lead-generation strategy, daily engagement, and reporting discipline.
Deliverables I expect:
• A weekly spreadsheet of verified individual prospects with contact details and conversation notes
• Screenshots or links to the social posts / DMs you sent, showing date and engagement metrics
• A short end-of-week summary outlining what worked, what didn’t, and next steps
I measure success by the number of qualified leads that actively request a call or brochure, so your copywriting flair and persistence on platforms like Facebook, Instagram, or LinkedIn will be key. If you’ve previously filled pipelines for financial products, I’d love to see examples. Let’s kick off quickly and keep the momentum steady.
Your focus will be social-media driven: identifying the right demographic segments, crafting concise outreach messages that clearly explain our FD rates and safety profile, then moving conversations forward until the prospect is warm enough for me to call and close. I’ll supply product details, compliance guidelines, and my preferred tone; you bring the lead-generation strategy, daily engagement, and reporting discipline.
Deliverables I expect:
• A weekly spreadsheet of verified individual prospects with contact details and conversation notes
• Screenshots or links to the social posts / DMs you sent, showing date and engagement metrics
• A short end-of-week summary outlining what worked, what didn’t, and next steps
I measure success by the number of qualified leads that actively request a call or brochure, so your copywriting flair and persistence on platforms like Facebook, Instagram, or LinkedIn will be key. If you’ve previously filled pipelines for financial products, I’d love to see examples. Let’s kick off quickly and keep the momentum steady.