Sales Associate

About the role

Lendi Group, formed by a 2021 merger of Lendi and Aussie Home Loans, is looking for a Sales Associate in its Associates Team in Makati. You will engage with inbound customer inquiries and proactively reach out to potential leads, using the Lendi Platform to run sales processes and deliver customer experiences.

Key responsibilities

• Deliver excellent customer service, addressing objections courteously and professionally
• Surpass daily, weekly and monthly sales objectives
• Make outbound calls to potential business clients and set appointments for Australian businesses
• Turn inbound and outbound leads into qualified appointments for the brokers
• Follow call scripts and sales procedures, and discuss lending requirements with prospects
• Identify refinancing or new investment finance opportunities
• Encourage customers to use the online platform before their appointment so they can submit documents and share key information with their broker
• Record all call details accurately in the designated system

Required profile

• At least 2 years of experience in lead generation, appointment setting, sales or a related field, preferably in finance or banking
• Track record of consistently exceeding targets
• Proven experience in cold calling or outbound calls
• Ability to work independently and in a team, and to multitask and prioritize
• Preference for candidates with prior experience with Australian clients

Required skills

• Excellent communication and negotiation skills over the phone and by email
• Familiarity with lead-generating tools and CRM systems preferred

What we offer

• Hybrid arrangement
• Health insurance (HMO) for you and one free dependent, health and well-being programs, life insurance effective on day 1
• 25 total leaves: 20 annual/vacation and 5 sick
• Competitive commissions and incentives, plus extra allowances for WFH setup such as internet subsidy
• Training, career progression and promotion opportunities
• Monthly virtual social clubs and government-mandated benefits (SSS, PhilHealth, Pag-IBIG)