About this role.
This Sales Assistant role focuses on lead management, appointment setting, and operational support, serving as the first point of contact for new leads. The position requires proactive phone communication to reach leads within 4 hours, conduct intake questionnaires, and schedule loan consultations. Daily responsibilities include email and calendar management, CRM updates, and coordination with clients and partners. The ideal candidate is highly organized, detail-oriented, and comfortable making outbound calls in a fast-paced environment. This is a phone-first role with a strong emphasis on speed-to-lead and ensuring no lead falls through the cracks.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
3/5Pace & Pressure
5/5Autonomy Level
4/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
Skills and capabilities most closely associated with this opportunity.
Cover letter sample
Dear Hiring Manager,
I am excited to apply for the Sales Assistant position at your company. With proven experience in lead management, appointment setting, and CRM systems, I am confident in my ability to exceed your expectations.
My strong phone communication and organizational skills allow me to handle high volumes of calls and emails while maintaining excellent attention to detail. I am skilled in using Google Workspace and have a track record of scheduling appointments efficiently and confirming them to minimize no-shows.
I thrive in fast-paced environments and am self-motivated to work with minimal supervision. I am eager to contribute to your team by ensuring no lead falls through the cracks and supporting your loan officers effectively.
Thank you for considering my application. I look forward to the opportunity to discuss how my skills align with your needs.
Sample interview questions
I use a triage approach, focusing first on speed-to-lead by contacting new leads within the hour. I maintain a prioritized task list and use the CRM to track all follow-ups, ensuring no lead is missed. I also block time for appointment confirmations and email management.
I remained calm and listened actively, acknowledging their concerns. I then provided clear solutions and followed up promptly, which turned the negative experience into a positive one. I always ensure the client feels heard and valued.
I would use the Delete, Defer, Do, Delegate method to process emails quickly. I would prioritize urgent client matters, flag important items for my supervisor, and ensure every email receives a same-day response or action.
I have experience with CRM systems like HubSpot and Salesforce, as well as Google Sheets. I update records immediately after each call, use mandatory fields, and perform weekly data audits to keep information accurate.
In my previous role, I set an average of 15-20 appointments per week. I used a structured follow-up system and confirmed appointments 24 hours in advance to minimize no-shows.
Sales Assistant
Department: Operations
Employment Type: Full Time
Location: Client
Compensation: ₱50,000 – ₱60,000 / month
Description
Key Responsibilities
- Contact every new lead within 4 hours of receipt, fast, warm, and personal. This is the team’s single most important LP1 standard.
- Take the intake questionnaire live on the phone while speaking with the lead.
- Schedule and confirm initial loan consultations on the calendar.
- Set 20 appointments per week for the Loan Officer.
- Confirm 100% of appointments 24 hours in advance so no one is left guessing; handle and re-book no-shows.
- Send loan applications promptly and track them through to completion, no lead falls through the cracks.
- Coordinate appointments with third parties as needed: realtors, financial planners, title companies, insurance agents, CPAs, and attorneys.
- Manage the inbox daily using the Delete, Defer, Do, Delegate framework.
- Ensure all emails are actioned same day; flag anything requiring personal attention.
- Draft and send email responses where appropriate.
- Own and maintain the calendar, schedule, protect, and de-conflict time.
- Maintain an organized inbox at all times and manage all incoming correspondence.
- Communication standard: respond to internal messages the same business day and to borrower/partner messages within 24 hours. Copy the appropriate team members (and, once a file is live, the team) on borrower and partner emails, and route calls and texts through the team’s communication platform so activity is logged and visible.
- Maintain lead tracking in the CRM, ensure all contact information (name, phone, email) is current and accurate.
- Keep the lead & appointment pipeline and tracking documents up to date.
- Track every lead from first contact through appointment scheduled, no lead falls through the cracks.
- Ensure all systems are aligned and the team always knows the current status of every lead and active file.
- Provide a daily view of who needs to be called, followed up with, or actioned.
Skills, Knowledge and Expertise
- Excellent organizational skills.
- Strong attention to detail.
- Confident and professional phone communication skills.
- Clear English with a minimal accent.
- Experience using Google Workspace, including Google Sheets, Calendar, Gmail, Docs, and Drive.
- Comfortable making outbound calls to leads, clients, and business partners.
- Able to manage multiple tasks and stay organized in a fast paced environment.
- Positive and professional attitude.
- Self motivated and able to work with minimal supervision.
- Reliable and dependable.
- Able to work well under pressure and meet deadlines.
- Experience using a CRM or lead management system.
- Previous experience using a phone or dialer system.
- Experience with mortgage software or loan origination systems is a plus (training will be provided).
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
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