Sales Associate

Lendi Group

Sales Associate engaging clients for lending solutions in finance, connecting with clients and providing tailored lending solutions. Join us as we revolutionize the lending industry and make a real difference.

Posted 5/9/2026full-timeMakati • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

lead generationappointment settingsalescold callingnegotiationmultitaskingprioritization

Soft Skills

customer servicecommunicationrelationship buildingmotivationteam collaboration