Full Time
Job Engagement
- Find jobs
- Find talent
- Resources
Lead Qualification Specialist
REMOTE
Philippines
Ref: HD6WXHWUSJ
USD 7,800 - 9,000 pa
Salary
2 - 5 years
Experience
Permanent
Job Type
The Offer
Opening within a company with a solid track record of success
Great work culture
Opportunity to make a positive impact
The Job
Our client is looking for a motivated and detail-oriented Lead Qualification Specialist to pre-screen and qualify potential clients for life insurance products and related benefits. In this role, you will contact prospective clients, gather essential information, assess their eligibility, and schedule appointments for licensed agents. The ideal candidate has strong communication skills, excellent organizational abilities, and a customer-centric approach.
Benefits:
- Competitive salary
- Strong support system
- Salary increase starting on your first year of employment (only for full-time roles | based on performance)
- Monthly Performance Incentive (only for full-time roles | based on given metrics |can range from $40 - $50)
- Health benefit ($30/month)
- No computer activity monitoring
- Training materials for upskilling provided
- Paid holiday leaves (depending on the holidays that the client observes)
- Paid sick leaves (sick leave convertible to cash if perfect attendance)
- Paid planned leaves
- 13th month pay
- Allowance for SSS and Pag-ibig contribution ($20/month)
- Internet Allowance ($25/month)
Key Responsibilities
- Lead Screening: Contact potential clients using company-provided leads to gather required information and assess their eligibility for life insurance products.
- Benefit Guidance: Assist clients in understanding and setting up co-cost benefits, ensuring they are well-informed about their options.
- Pre-Qualification: Use established screening criteria to evaluate prospects’ needs, financial situations, and eligibility for available products.
- Appointment Scheduling: Coordinate and schedule appointments for qualified prospects to meet with licensed agents.
- CRM Management: Accurately document and update lead information and interactions in the CRM system.
- Follow-Ups: Maintain regular communication with leads needing additional information or time to make decisions.
- Customer Service: Provide excellent service to clients, maintaining professionalism and a positive representation of the company.
- Ad Hoc Tasks: Assist with additional administrative or operational tasks as needed.
Ideal Candidate
Requirements & Qualifications
- Proven experience in customer service, telemarketing, or a similar role.
- Familiarity with CRM software or other data management tools is preferred.
- Strong verbal and written communication skills with a professional and friendly phone demeanor.
- Ability to clearly explain benefits and guide clients through processes with patience and precision.
- Organized and detail-oriented with the ability to manage multiple leads simultaneously.
- Basic understanding of life insurance and related benefits, or a willingness to learn.
- Self-motivated, goal-driven, and results-oriented.
- Amenable to work Monday to Friday between 8 AM to 5 PM Pacific Standard Time (PST)
Preferred Qualifications
- Previous experience in the life insurance or financial services industry.
- Knowledge of benefits administration or insurance-related processes.
- Proven success in lead generation or sales support roles.
- Strong problem-solving skills and the ability to work independently.
The Employer
Our client is a virtual employment agency, who aims to be #1 in the world by 2030. Our client place the top 1% of talent globally with companies who want to achieve more at a fraction of the cost.
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