Direct Sales Advisor

Bupa

Hong Kong, Hong Kong
Hybrid
Proven telesales or remote sales experience
Fluency in english required
Crm platform and pipeline tracking skills
Bupa is seeking a Direct Sales Advisor in Hong Kong to manage and convert leads from their partnership with Standard Chartered Bank, focusing on high-net-worth clients. The role involves remote sales consultations, advising clients on international private medical insurance plans, and ensuring a seamless onboarding process

Job Summary

  • The role involves managing inbound referrals from Standard Chartered Bank to sell Bupa Global International Private Medical Insurance.
  • Candidates must conduct needs-based remote consultations with high-net-worth individuals to recommend appropriate health coverage plans.
  • The position requires adherence to local regulatory licensing requirements and maintaining accurate records within the Bupa CRM system.

Matching Summary

Match Score: 85

Bupa is seeking a Direct Sales Advisor in Hong Kong to manage and convert leads from their partnership with Standard Chartered Bank, focusing on high-net-worth clients. The role involves remote sales consultations, advising clients on international private medical insurance plans, and ensuring a seamless onboarding process.

Skills & Requirements

Must-have

  • Proven telesales or remote sales experience
  • Fluency in English required
  • CRM platform and pipeline tracking skills
  • Digital communication for senior clients

Nice-to-have

  • Background selling to affluent clients
  • Cantonese and/or Mandarin language skills
  • Understanding of IPMI products
  • Experience with regulatory compliance

Key Requirements

  • Hong Kong Insurance Intermediaries Qualifying Exams II & III
  • Local regulatory accreditation to sell insurance
  • Training in sales ethics and data protection

Work Rights

Not specified

Tailored Resume

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