Direct Sales Advisor

Bupa
Hong Kong
Workplace: HybridFull timeFunction: Consulting & AdvisorySkills: ["Communication","Customer focus","Relationship building","Presentation","Negotiation"]

Direct Sales Advisor handles remote, telesales-based delivery of Bupa Global IPMI to high-net-worth clients, managing inbound referrals, conducting needs-based consultations via phone/video, guiding applications, and ensuring compliant, timely handovers to Private Client Managers. The role supports hybrid/remote working from Hong Kong, with emphasis on regulatory adherence, CRM usage, and achieving sales targets for international health insurance products.

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FursaFursa
Bupa
Bupa
6 months ago

Direct Sales Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 days agoStatus: Live

Job Summary

Direct Sales Advisor handles remote, telesales-based delivery of Bupa Global IPMI to high-net-worth clients, managing inbound referrals, conducting needs-based consultations via phone/video, guiding applications, and ensuring compliant, timely handovers to Private Client Managers. The role supports hybrid/remote working from Hong Kong, with emphasis on regulatory adherence, CRM usage, and achieving sales targets for international health insurance products.
Location: Hong Kong
Workplace: Hybrid
Employment Type: Full time · Permanent
Job Function: Consulting & Advisory

Key Responsibilities

  • •Manage inbound referrals from partner Standard Chartered Bank relationship managers where a face-to-face consultation is not preferred or possible.
  • •Conduct needs-based remote consultations with high-net-worth individuals and families to recommend the most appropriate IPMI products.
  • •Provide guidance through the application process, including pricing, coverage options, and medical screening.
  • •Maintain accurate pipeline and customer records in Bupa CRM systems; ensure timely submission and regulatory compliance.
  • •Handover new customers to Private Client Managers for onboarding continuity and relationship retention.

Pay and Benefits

Perks:Hybrid Work

Key Requirements

  • •Proven experience in telesales or remote sales roles within health insurance, financial services, or other regulated environments.
  • •Background in selling to affluent or high net worth clients is highly desirable.
  • •Skilled in digital communication platforms and confident managing video or phone consultations with senior clients
  • •Strong understanding of international private medical insurance or willingness to acquire technical product knowledge quickly.
  • •Experience with CRM platforms and sales pipeline tools
Experience:Health insuranceFinancial services
Skills:CommunicationCustomer focusRelationship buildingPresentationNegotiation
Certifications:Hong Kong Insurance Intermediaries Qualifying Exams II & III
Languages:EnglishCantoneseMandarin
Tech Stack:CRMVideo conferencingPhone

Company Brief

Bupa
Bupa is an international healthcare group offering health insurance, care homes, hospitals, dental clinics, and health services. It provides private medical insurance and integrated care solutions across multiple countries for individuals and employers.
Industry: Health Insurance (Payers)
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: London, United Kingdom
Founded: 1947
WebsiteLinkedIn