Sales Assistant

About the role

The Executive Sales Assistant is responsible for lead management, appointment setting, and operational support. This phone-first role requires proactive communication with leads, prospects, and partners to ensure efficient intake and scheduling. The position focuses on speed-to-lead, calendar management, and maintaining CRM accuracy to support the loan process.

Responsibilities

• Contact every new lead within 4 hours of receipt.
• Conduct intake questionnaires live over the phone.
• Schedule and confirm initial loan consultations.
• Set 20 appointments per week for the Loan Officer.
• Confirm appointments 24 hours in advance and manage no-shows.
• Coordinate appointments with third-party partners such as realtors and attorneys.
• Manage email inboxes and maintain calendar integrity.
• Update and maintain lead tracking in the CRM.

Required skills

• Lead management
• Appointment setting
• Calendar management
• CRM
• Google Workspace
• Phone communication
• English proficiency

Nice to have

• Mortgage software
• Loan origination systems

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided