Lead Qualifier

Job Description:

Lead Qualifier

Location: Hong Kong

Permanent

Full time

Hybrid working

We make health happen:

Job Purpose:

To act as the first point of engagement for client interest generated through the partnership, ensuring that all leads are swiftly, accurately, and professionally qualified before being passed on to the appropriate sales channel (face-to-face or remote).

The Lead Qualifier is responsible for managing inbound interest, assessing eligibility, performing initial client profiling, and triaging leads to optimise sales efficiency and enhance conversion outcomes.

This role plays a key part in safeguarding Bupa Global’s reputation by ensuring that only qualified, appropriate opportunities progress into the regulated sales process.

How you’ll help us make health happen:

• Monitor and manage the inflow of leads received through referral pathways (e.g. CRM, email, banking relationship managers).
• Contact referred clients promptly to introduce Bupa Global, confirm interest, and gather basic qualifying information (e.g. location, nationality, age, family size, needs, funding method).
• Conduct pre-screening to assess fit against Bupa’s international private medical insurance (IPMI) eligibility and appetite guidelines.
• Route qualified leads to the correct sales channel: Health Insurance Specialist (face-to-face) or Direct Sales Advisor (remote).
• Log all lead activity and contact outcomes accurately in Bupa CRM systems and ensure all required data is captured at point of triage.
• Flag complex, non-standard, or high-risk prospects to the Head of Partnership and Development for guidance or reassignment.
• Proactively support partner’s relationship managers by providing lead status updates and guidance on successful referrals.
• Support ongoing improvements in lead qualification scripts, CRM workflows, and triage processes to enhance efficiency.
• Assist with simple reporting or lead performance dashboards as required.
• Based in Bupa Global offices and/or Bupa Hong Kong head office, with flexibility for hybrid working.
• Engages clients and stakeholders via telephone, email, and CRM-integrated systems.
• Must work securely with personal and financial client data, complying with local regulations and Bupa Global’s data protection standards
• May operate across multiple time zones depending on market activity.
• Works closely with Direct Sales Advisors, Health Insurance Specialists, and Sales Support Admins to ensure a smooth client journey.

Key Skills/Qualifications needed for this role:

• Experience in lead qualification, pre-sales, telemarketing or client onboarding roles in insurance, financial services, or related sectors.
• Comfortable handling inbound and outbound communications with high net worth or professional clients.
• Confident in using CRM tools and data capture platforms.
• Experience working in a high-volume, quality-focused lead generation or sales environment.
• Familiarity with international insurance or high-value financial products is an advantage.
• Further education level academic progression or higher (required)
• Formal training in customer service, financial services, or data protection (preferred or provided on appointment)
• No formal insurance license required, but willingness to complete basic regulatory training (e.g., data handling, referral protocol) is essential
• Fluency in English required; Cantonese and/or Mandarin highly desirable depending on region

Why Bupa?

Bupa Global is the international health insurance division of Bupa. We provide customers who want premium international coverage with products and services to access the healthcare they need anytime, around the world, whether at home or when studying, living, travelling or working abroad.
 
Bupa Global has offices around the world including London and Brighton (UK), Dublin (Europe), Miami (USA), Dubai (UAE, in partnership with Sukoon), Egypt and Hong Kong (China) as well as regional offices in mainland Singapore, the Dominican Republic, Bolivia, Panama, Guatemala and Ecuador.

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