CareerPlan

Sales Associate

Makati, NCR, phFull-time2026-11-05 → 2026-11-10
Hybrid

Core

Sales Associate responsible for inbound and outbound lead generation, appointment setting, and converting prospects into qualified appointments for brokers in the Australian home lending market.

Role type

Sales Associate (Lead Generation & Appointment Setting)

Builds

Qualified appointments for brokers to discuss home loans and refinancing

Domain

Financial Services / Mortgage Lending

Required skills

Cold calling, outbound sales, lead generation, appointment setting, objection handling, CRM usage, multitasking, phone communication

Preferred skills

Experience with Australian clients, familiarity with lead generation tools, finance/banking background

Responsibilities

Initiate outbound calls to potential business clients, convert inbound and outbound leads into qualified appointments, discuss lending requirements with prospects, encourage customers to use the online platform for document submission, record call details in the designated system, meet daily, weekly, and monthly sales objectives

Seniority

Mid-level, individual contributor