Lead Qualifier
Core
Act as the first point of engagement to qualify inbound leads for Bupa Global's international private medical insurance (IPMI) and route them to appropriate sales channels.
Role type
Lead Qualifier (Sales Operations)
Builds
Qualified lead pipeline for Health Insurance Specialists and Direct Sales Advisors
Domain
International Health Insurance / Financial Services
Deliverable
client delivery
Required skills
lead qualification, pre-sales screening, CRM data capture, inbound/outbound communication, client profiling, regulatory compliance
Preferred skills
international insurance knowledge, high-value financial products familiarity, Cantonese/Mandarin fluency
Technologies
CRM systems, data capture platforms
Responsibilities
Monitor and manage lead inflow from referral pathways; Contact referred clients to confirm interest and gather qualifying data; Conduct pre-screening against IPMI eligibility guidelines; Route qualified leads to correct sales channels; Log all lead activity and outcomes in CRM; Flag complex or high-risk prospects for senior guidance; Support relationship managers with lead status updates; Assist with reporting and dashboard maintenance.
Seniority
Individual Contributor, operational level