Description
We make health happen:
As a Direct Sales Advisor, you will play a critical role in delivering Bupa's international private medical insurance (IPMI) proposition to high net worth and priority banking clients, handling end-to-end sales remotely via phone, video, or digital platforms.
Your responsibilities include:
- Managing inbound referrals from Standard Chartered Bank's relationship managers and Lead Qualifiers where a face-to-face consultation is not preferred or possible.
- Conducting needs-based consultations remotely with high-net-worth individuals and families to recommend the most appropriate Bupa Global IPMI products.
- Providing expert guidance through the application process, including pricing, coverage options, and medical screening.
- Completing all necessary documentation and digital submissions in a timely and compliant manner.
- Ensuring adherence to regulatory and licensing requirements during all stages of the sales process.
- Maintaining accurate pipeline tracking and customer records in Bupa CRM systems.
- Collaborating with Sales Support Admins and Underwriting to ensure timely issue of policies.
- Handing over new customers to Private Client Managers for onboarding continuity and relationship retention.
- Actively contributing to sales targets, performance metrics, and service-level commitments.
- Providing feedback to the Head of Partnership and Development and Product teams on lead quality, product fit, and process improvements.
Key skills and qualifications needed for this role include:
- Proven experience in telesales or remote sales roles within health insurance, financial services, or other regulated environments.
- Background in selling to affluent or high net worth clients is highly desirable.
- Skilled in digital communication platforms and confident managing video or phone consultations with senior clients.
- Strong understanding of international private medical insurance or willingness to acquire technical product knowledge quickly.
- Experience with CRM platforms and sales pipeline tools.
- Local regulatory accreditation to sell insurance (e.g., Hong Kong Insurance Intermediaries Qualifying Exams II & III) or willingness to obtain.
- Training in sales ethics, data protection, and customer outcomes (to be provided if not already certified).
- Fluency in English is essential; Cantonese and/or Mandarin preferred depending on market coverage.