Pre-Qualified Lead Advisor (PQA Advisor)

Offshore (100% Remote)

The Pre-Qualified Lead Advisor (PQA Advisor) is a customer-facing role responsible for engaging with pre-qualified leads, collecting complete customer information and required documentation, and preparing cases for quotation. The role serves as the primary coordination point between customers and advisors to ensure leads are fully qualified and ready for the sales advisory and quotation process.

Key Responsibilities

Customer Engagement & Lead Qualification

• Act as the primary point of contact for customers during the lead qualification stage.
• Engage with customers through calls, emails, and other communication channels to gather required information and documentation.
• Build positive customer relationships through professional and timely communication.
• Ensure customer profiles and requirements are comple...