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Sales Associate

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Customer Service
  • Sales
  • Communication
  • Multitasking
  • Negotiation
  • Time Management
  • Teamwork
  • Detail Oriented
  • Relationship Building
  • Self-Motivation

Roles & Responsibilities

  • Minimum of 2 years' experience in lead generation, appointment setting, sales, or related field (preferably in finance or banking).
  • Proven ability to consistently exceed targets with exceptional communication and negotiation skills (phone and email).
  • Experience with cold calling/outbound calls and strong multitasking and prioritization; able to work independently or in a team.
  • Preference for candidates with experience working with Australian clients and familiarity with lead generation tools and CRM systems.

Requirements:

  • Deliver outstanding customer service, address objections courteously, and consistently surpass sales objectives.
  • Initiate outbound calls to potential business clients and convert inbound/outbound leads into qualified appointments for brokers.
  • Adhere to call scripts and sales procedures; discuss lending requirements with prospects and identify refinancing or new investment opportunities.
  • Encourage customers to engage with the online platform before their appointment, facilitate document submission, and thoroughly record all call details in the system.

Job description

Company Description

Through a merger in 2021, the Lendi Group brings together Lendi (and Australia’s #1 online home lending platform) and Aussie Home Loans, Australia’s leading branded mortgage broker. We're revolutionizing the industry with a best-in-class technology platform and suite of tools that take the hard work out of home loans for our Customers and Brokers alike. Every day we help thousands of Australians research, compare, apply for, and settle their home loans. 

Our vision:    To create a new era of seamless connection in property finance. 

Our mission: To change the way Australians experience property lending, for good.  

Job Description

Our Associates Team plays a pivotal role within our dynamic sales organization. As a member of this team, you will be at the forefront of our mission to connect with clients and provide them with tailored lending solutions. 

As a Lendi Associate, you will be involved in engaging with both inbound customer inquiries and proactively reaching out to potential leads. Utilizing the cutting-edge Lendi Platform, you'll orchestrate seamless sales processes and deliver outstanding customer experiences. 

Join us as we revolutionize the lending industry and make a real difference in people's lives.

  • Deliver outstanding customer service, addressing objections courteously and professionally. 

  • Consistently surpass daily, weekly, and monthly sales objectives. 

  • Initiate outbound calls to potential business clients, setting appointments for Australian businesses. 

  • Convert both inbound and outbound leads into qualified appointments for our brokers. 

  • Adhere to call scripts and sales procedures to ensure uniformity and effectiveness. 

  • Engage in phone conversations with prospects, discussing their lending requirements. 

  • Identify opportunities for customers to refinance existing loans or secure finance for new investments. 

  • Utilize your sales and relationship-building expertise to encourage customers to interact with our online platform before their appointment, facilitating document submission and key information provision to their broker. 

  • Thoroughly and accurately record all call details in the designated system. 

Qualifications

  • Minimum of 2 years experience in lead generation, appointment setting, sales, or related field, preferably in finance or banking. 

  • Highly motivated individual with a 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. 

  • Preference for candidates with prior experience working with Australian clients. 

  • Familiarity with lead generating tools and CRM systems preferred. 

Additional Information

What's in store for you at Lendi?

  • 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 will be given 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 - at the moment done virtually
  • Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig. 

      & many more!

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