Description
We are seeking a Lead Qualifier to act as the first point of engagement for client interest generated through partnerships, ensuring that all leads are swiftly, accurately, and professionally qualified before being passed on to the appropriate sales channel.
The Lead Qualifier will be responsible for managing inbound interest, assessing eligibility, performing initial client profiling, and triaging leads to optimise sales efficiency and enhance conversion outcomes.
Key responsibilities:
- Monitor and manage the inflow of leads received through referral pathways
- Contact referred clients promptly to introduce Bupa Global, confirm interest, and gather basic qualifying information
- Conduct pre-screening to assess fit against Bupa's international private medical insurance (IPMI) eligibility and appetite guidelines
- Route qualified leads to the correct sales channel
- Log all lead activity and contact outcomes accurately in Bupa CRM systems
- Flag complex, non-standard, or high-risk prospects to the Head of Partnership and Development for guidance or reassignment
- Proactively support Standard Chartered's relationship managers by providing lead status updates and guidance on successful referrals
- Support ongoing improvements in lead qualification scripts, CRM workflows, and triage processes to enhance efficiency
- Assist with simple reporting or lead performance dashboards as required
Requirements:
- Experience in lead qualification, pre-sales, telemarketing or client onboarding roles in insurance, financial services, or related sectors
- Comfortable handling inbound and outbound communications with high net worth or professional clients
- Confident in using CRM tools and data capture platforms
- Experience working in a high-volume, quality-focused lead generation or sales environment
- Familiarity with international insurance or high-value financial products is an advantage
- Further education level academic progression or higher
- Formal training in customer service, financial services, or data protection (preferred or provided on appointment)
- No formal insurance license required, but willingness to complete basic regulatory training is essential
- Fluency in English required; Cantonese and/or Mandarin highly desirable