Direct Sales Advisor

Bupa UK

Hong Kong, Hong Kong
Hybrid
Proven telesales or remote sales experience
Fluency in english required
Crm platform and pipeline tracking skills
The role involves managing inbound referrals from Standard Chartered Bank to sell Bupa Global IPMI products remotely

Job Summary

  • The role involves managing inbound referrals from Standard Chartered Bank to sell Bupa Global IPMI products remotely.
  • Candidates must conduct needs-based consultations with high-net-worth individuals and families using digital platforms.
  • The position requires adherence to regulatory licensing requirements and maintaining accurate customer records in CRM systems.

Matching Summary

The role involves managing inbound referrals from Standard Chartered Bank to sell Bupa Global IPMI products remotely.

Skills & Requirements

Must-have

  • Proven telesales or remote sales experience
  • Fluency in English required
  • CRM platform and pipeline tracking skills

Nice-to-have

  • Background selling to affluent clients
  • Cantonese and/or Mandarin language skills
  • Understanding of international private medical insurance

Key Requirements

  • Local regulatory accreditation for insurance sales (HK II & III exams)
  • Experience in regulated environments like health insurance or financial services
  • Willingness to obtain training in sales ethics and data protection

Work Rights

Not specified

Tailored Resume

Cover Letter