Sales Associate

Lendi Group

5d•Hybrid

About The Position

The Sales Associate is part of Lendi Group’s Associates Team, which supports the company’s sales organization by connecting with clients and providing tailored lending solutions. Associates respond to inbound customer inquiries and proactively contact potential leads, using the Lendi Platform to coordinate sales processes and provide a strong customer experience. The role involves discussing customers’ lending requirements, identifying opportunities to refinance existing loans or obtain finance for new investments, and qualifying leads for broker appointments. Associates also encourage customers to use the online platform before appointments to submit documents and provide information to their broker. The position requires accurate call-record keeping and consistent achievement of sales objectives.

Requirements

At least 2 years of experience in lead generation, appointment setting, sales, or a related field.
A track record of consistently exceeding targets.
Exceptional communication and negotiation skills over the phone and via email.
Proven experience in cold calling or outbound calls.
Ability to multitask and prioritize tasks effectively.
Ability to work independently and collaboratively within a team.

Nice To Haves

Experience in finance or banking.
Prior experience working with Australian clients.
Familiarity with lead-generation tools and CRM systems.

Responsibilities

Deliver outstanding customer service and address objections courteously and professionally.
Consistently surpass daily, weekly, and monthly sales objectives.
Make outbound calls to potential business clients and set appointments for Australian businesses.
Convert inbound and outbound leads into qualified appointments for brokers.
Follow call scripts and sales procedures.
Discuss prospects’ lending requirements over the phone.
Identify opportunities for customers to refinance existing loans or secure finance for new investments.
Encourage customers to use the online platform before their appointments to submit documents and provide key information to their broker.
Accurately record call details in the designated system.

Benefits

Flex-first work-from-home arrangement, with onsite work as needed or once a week.
Health insurance (HMO) for the employee and one free dependent.
Health and well-being programs.
25 leaves in total: 20 annual/vacation leaves and 5 sick leaves.
Competitive commissions and incentives.
Additional work-from-home setup allowances, such as an internet subsidy.
Life insurance effective on Day 1.
Training and opportunities for career progression and promotion.
Monthly social clubs.
Government-mandated benefits: SSS, PhilHealth, and Pag-IBIG.