Sales Assistant

NightOwl Consulting Philippines Inc.; Philippines; On-site; PHP 558,000 - 670,000; Full time

Benefits offered by this job

Above market pay

HMO on Day 1 for principal and depend-

Government-mandated benefits

Incentives

Quarterly company events

De minimis 1000 PHP

Equipment and software provided

Job summary

NightOwl Consulting Philippines Inc. is seeking an Admin LP1 / Executive Sales Assistant to manage leads, set appointments, and handle day-to-day operations. You will be the first point of contact for new leads and interact with prospects, clients, and partners daily in a professional manner.

This phone-first role emphasizes speed-to-lead, timely intake, and calendar management. You will drive 20 appointments weekly, maintain CRM accuracy, and support the loan process with strong communication,

Qualifications

• Excellent organizational skills and strong attention to detail.
• Professional phone communication with clear English and minimal accent.
• Experience using CRM or lead management systems and outbound calling.

Responsibilities

• Reach every new lead within 4 hours of receipt and set appointments.
• Manage email and calendar with prompt, organized responses and scheduling.
• Maintain CRM/lead tracking and ensure no lead falls through the cracks.
• Coordinate with partners and internal teams to ensure a smooth loan process.

Skills

Organizational skills

Attention to detail

Phone communication

English proficiency

Multi-tasking

Self-motivation

Reliability

Work under pressure

CRM experience

Dialer system experience

Mortgage software knowledge

Tools

Google Workspace

CRM system

Phone dialer system

Mortgage/loan origination software

Job description

Description

The Admin LP1 / Executive Sales Assistant owns lead management, appointment setting, calendar, and day-to-day operational support. This role is the first point of contact for new leads and communicates directly with new leads, active prospects, clients, and business partners every day and must professionally represent the team at all times.

Department: Operations

Location: Client

Compensation: ₱50,000 - ₱60,000 / month

Description

The Admin LP1 / Executive Sales Assistant owns lead management, appointment setting, calendar, and day-to-day operational support. This role is the first point of contact for new leads and communicates directly with new leads, active prospects, clients, and business partners every day and must professionally represent the team at all times.

This is a phone-first, proactive role, not a back-office tracking seat. The LP1's core job is speed and appointments: reach every new lead fast, walk them through the intake questionnaire by phone, and get qualified consultations onto the calendar. It requires extraordinary communication skills, strong time and priority management, high attention to detail, and superb organization. The highest-priority focus areas are (1) speed-to-lead and appointment setting, (2) email and calendar management, and (3) system/CRM accuracy with a clean handoff into the loan process.


Key Responsibilities

1. Speed-to-Lead & Appointment Setting

• 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.

2. Email & Calendar Management

• 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.

3. System & CRM Tracking — Keeping the Team on Track

• 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