Virtual Sales Assistant - Cebu

Summary of Responsibilities

Lead Generation and Qualification

· Qualifying leads based on predefined criteria.

Data Entry and Management

· Inputting client information into customer relationship management (CRM) systems.

· Updating customer databases with new information as needed.

· Maintaining records of sales targets and actual sales.

Appointment Scheduling

· Coordinating calendars for sales representatives and clients.

· Scheduling appointments for consultations, viewings, or follow-ups.

· Sending reminders to sales staff and clients about upcoming appointments.

Document Preparation

· Preparing and organizing paperwork required for mortgage processing.

· Assisting in the preparation of sales presentations and proposals

· Drafting correspondence such as emails and letters to clients.

Communication Support

· Fielding initial phone calls or email inquiries from potential clients.

· Acting as a liaison between the sales staff and clients.

· Providing clients with basic information about mortgage products and services.

Sales Support

· Providing administrative support to the sales team

· Helping in organizing events, webinars, or seminars

Reporting and Analysis

· Preparing weekly or monthly sales reports.

· Monitoring sales performance against targets.

Customer Service

· Responding to client questions and concerns in a timely manner.

· Following up with client's post-sale to ensure satisfaction.

Marketing Support.

· Distributing marketing materials to clients.

· Assisting in social media management and content creation for promotional activities.

Summary of role requirements:

Looking for candidates available to work:

Monday: Evening

Tuesday: Evening

Wednesday: Evening

Thursday: Evening

Friday: Evening

2-3 years of relevant work experience required for this role