Sales Associate

Lendi Group

. Deliver outstanding customer service and address objections courteously and professionally .

Posted 11/5/2026full-timeRemote • Makati • PhilippinesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in lead generation and appointment setting, with a strong focus on exceeding sales targets and delivering exceptional customer service. Proficient in engaging clients through effective communication and negotiation skills, particularly in the finance sector.

Highest-signal resume keywords

Lead GenerationAppointment SettingCold CallingSales ObjectivesCRM Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Lead GenerationAppointment SettingCold CallingSales ProceduresMultitaskingPrioritizationNegotiationCustomer Service

Soft Skills

CommunicationTeam CollaborationIndependence

Tools & Technologies

CRM SystemsLead Generating Tools

Industry Keywords

FinanceBankingAustralian Clients

About the role

Key responsibilities & impact

Deliver outstanding customer service and address objections courteously and professionally
Consistently surpass daily, weekly, and monthly sales objectives
Initiate outbound calls to potential business clients and set appointments for Australian businesses
Convert inbound and outbound leads into qualified appointments for brokers
Adhere to call scripts and sales procedures
Engage prospects by phone to discuss lending requirements
Identify opportunities to refinance existing loans or secure finance for new investments
Encourage customers to use the online platform before appointments for document submission and information provision
Record all call details accurately in the designated system

Requirements

What you’ll need

Minimum of 2 years experience in lead generation, appointment setting, sales, or related field, preferably in finance or banking
Track record of consistently exceeding targets
Exceptional communication and negotiation skills, both over the phone and via email
Proven experience in cold calling or outbound calls
Strong ability to multitask and effectively prioritize tasks
Capable of working independently as well as collaboratively within a team
Prior experience working with Australian clients preferred
Familiarity with lead generating tools and CRM systems preferred

Benefits

Comp & perks

Flex-first (Work from home) but must be willing to work onsite as needed or once a week
Health Insurance (HMO) for you & 1 free dependent
Health & well-being programs
Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs))
Competitive commissions/incentives
Extra allowances for WFH set-up such as internet subsidy
Life insurance effective on Day 1
Access to training and opportunities for career progression/promotion
Fun & exciting monthly social clubs
Government mandated benefits: SSS, Philhealth, & Pag-ibig