Lead Qualifier

We make health happen by acting as the first point of engagement for client interest generated through partnerships. The Lead Qualifier is responsible for managing inbound interest, assessing eligibility, and triaging leads to optimise sales efficiency and enhance conversion outcomes.

Requirements

• 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