Experience in lead qualification or pre-sales roles
Fluency in english required
Proficiency with crm tools and data capture platforms
The Lead Qualifier acts as the first point of engagement to ensure all leads are swiftly and accurately qualified before passing them to sales channels
Job Summary
The Lead Qualifier acts as the first point of engagement to ensure all leads are swiftly and accurately qualified before passing them to sales channels.
This role involves conducting pre-screening to assess client eligibility against Bupa's international private medical insurance guidelines and routing leads to the appropriate specialist.
The position requires maintaining secure handling of personal and financial data while collaborating with relationship managers and sales teams across multiple time zones.
Matching Summary
The Lead Qualifier acts as the first point of engagement to ensure all leads are swiftly and accurately qualified before passing them to sales channels.
Skills & Requirements
Must-have
Experience in lead qualification or pre-sales roles
Fluency in English required
Proficiency with CRM tools and data capture platforms
Nice-to-have
Familiarity with international private medical insurance
Cantonese and/or Mandarin language skills
Experience working with high net worth clients
Key Requirements
Higher education level academic progression
Willingness to complete basic regulatory training
No formal insurance license required but training essential