Act as the first point of engagement for client interest, ensuring leads are swiftly, accurately, and professionally qualified before being passed on to the appropriate sales channel
Job Summary
Act as the first point of engagement for client interest, ensuring leads are swiftly, accurately, and professionally qualified before being passed on to the appropriate sales channel.
Monitor and manage the inflow of leads, contact referred clients, conduct pre-screening, and route qualified leads to the correct sales channel.
Log all lead activity and contact outcomes accurately in Bupa CRM systems and support ongoing improvements in lead qualification scripts and triage processes.
Matching Summary
Act as the first point of engagement for client interest, ensuring leads are swiftly, accurately, and professionally qualified before being passed on to the appropriate sales channel.
Skills & Requirements
Must-have
Lead qualification experience
CRM tools and data capture
High volume sales environment
Handling inbound and outbound communications
Working with personal and financial data
Nice-to-have
International insurance familiarity
High-value financial products knowledge
Proactive stakeholder support
Key Requirements
Experience in lead qualification, pre-sales, telemarketing or client onboarding
Further education level academic progression or higher