Lead Generation Associate
Listed on 2026-08-04
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Sales
Sales Development Rep/SDR, CRM Systems & Management, Business Development -
Business
CRM Systems & Management, Business Development
Description
As a Lead Generation Associate for WTW’s North America Health and Benefits (H&B) business, you will deploy sales campaigns, tools and technology to identify, generate and cultivate potential clients. Collaborating with WTW H&B consulting, marketing, and sales colleagues you will support vital efforts to bolster the top of our sales pipeline with qualified leads. This is a rare opportunity to explore a career in sales operations at WTW.
As a Lead Generation Associate, you will play a crucial role in bridging H&B North America’s Sales Operations with individual Market/Regional Sales leaders.
Responsibilities include:
Identify, Qualify and Develop Leads:
- Generate and develop leads that fit WTW’s ideal client profile through outbound and inbound sales activities; identify potential clients and foster relationships to drive business growth.
- Leverage data and tools to help sales teams identify and prioritize high-potential prospects; develop and pilot data-driven sales campaigns for effective rollout to our sales community.
- Evaluate leads to determine their readiness for consultant introductions; collaborate with market leadership to direct leads to the most suitable consultants for advancement of the sale.
- Partner with lead generation and business development counterparts within other WTW businesses to generate cross-sell opportunities.
- Serve as a strategic partner to local market leaders to support new growth initiatives and align outreach with regional business goals.
- Conduct discovery calls with cold prospects to assess potential fit and disqualify leads when appropriate, ensuring sellers receive quality leads.
- Develop and execute drip campaigns to nurture cold prospects.
Inbound Lead Strategy and Optimization:
- Conduct beta and A/B testing of go-to-market materials, including sales email templates and social media posts; provide feedback to marketing and commercialization teams on the effectiveness of campaigns.
- Partner with marketing colleagues to ensure inbound leads from events and activities are effectively captured.
- Track and document campaign-related activities and opportunities in the CRM to support accurate ROI analytics and measure campaign success.
CRM Management and Optimization:
- Investigate and implement new CRM features to enhance communication, collaboration, and lead conversion rates.
- Maintain CRM data accuracy and integrity. Provide training and ongoing support to sales teams to optimize CRM usage for sales prospecting activities and ensure accurate sales pipeline.
- Act as liaison between Sales Operations and Market and Regional Sales Leaders for the ongoing development of CRM reporting and analytics.
- Passion for business development, sales, and/or sales operations; experience preferred.
- Demonstrates a willingness to experiment with new approaches and ideas. Proactively seeks out and develops creative solutions to problems.
- Views setbacks as learning opportunities, analyzing both successes and missteps to gain insights for future efforts. Shows resilience and adaptability in the
- Excellent communication skills, both written and verbal, with the ability to collaborate effectively with cross-functional teams and leaders.
- Self-starter who can prioritize and manage multiple projects with potentially shifting needs and deadlines.
- Analytical, innovative thinker who feels confident raising ideas that will bring value to business; someone who is not afraid to ask questions in order to understand the bigger picture.
- Proven track record of adopting and mastering new technologies; familiarity with CRM systems, sales technology and lead generation tools.
- Excellent Microsoft Office skills, particularly Excel, and AI tools (e.g. Copilot).
- Experience in the employee health & benefits industry preferred.
- State Life and Health license required within 90 days of joining.
- Bachelor’s degree or equivalent experience; HS diploma required.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role…
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