Sales Assistant, Spanish-Speaking

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Assist in generating leads and managing lead contact information, which includes adding and organizing contacts in CRM systems.

• Oversee calendar management and scheduling, encompassing appointments and follow-ups.

• Conduct both cold and warm calls to realtors for establishing business partnerships and recruiting new loan officers.

• Respond to messages from clients, realtors, and partners through email, text, and social media platforms.

• Develop and share marketing materials, such as flyers, presentations, and other promotional content.

• Update and maintain lead/contact tracker lists effectively.

• Upload and organize client documents in company systems like Encompass.

• Send and follow up on LinkedIn invitations and professional outreach efforts.

• Assist with basic content creation, including content calendars, graphics, and forms.

⛳️ Requirements

• Proficient in **Spanish and English**, with excellent communication skills.

• Experience in CRM management, data entry, and scheduling tasks.

• Basic understanding of social media management and marketing content creation.

• Highly organized, detail-oriented, and capable of managing multiple tasks efficiently.

• Comfortable with making calls and following up with clients and partners.

• **Preferred Tools:**

• LO One or similar loan officer management systems

• Encompass or other document management platforms

• Social media tools such as Meta Business Suite, Canva, Buffer, Metricool

🏝️ Benefits

• Above market salary

• HMO coverage on Day 1 for the principal and two dependents

• Government-mandated benefits

• Performance-based incentives

• Quarterly company events

• 1,000 PHP De Minimis

• Equipment and software provided