Direct Sales Advisor
Core
Manage and convert leads from Standard Chartered Bank partnerships to sell Bupa's international private medical insurance (IPMI) to high net worth individuals and families remotely.
Role type
Senior IC direct sales advisor (health insurance)
Builds
Bupa Global IPMI policies and onboarding for affluent clients
Domain
Health insurance, financial services
Required skills
telesales, remote sales, digital communication platforms, CRM platforms, sales pipeline management, regulatory compliance, medical screening coordination
Preferred skills
selling to high net worth clients, international private medical insurance knowledge, Cantonese, Mandarin
Technologies
Bupa CRM, digital communication platforms, video conferencing tools
Responsibilities
Conduct remote needs-based consultations, guide clients through application and medical screening, complete documentation and digital submissions, track pipeline in CRM, handover to Private Client Managers, contribute to sales targets, provide feedback on lead quality and product fit
Seniority
Mid-Senior, hands-on IC