Appointment Setter / Virtual Assistant

Type of Work: Part Time (increasing to a full-time role)
Salary: $6.00 AUD per hour
Skill Summary: Office & Admin (Virtual Assistant), English, Customer Service & Admin Support

Job Overview:

Our goal is to help Australians during the most exciting time of their life – buying their first home, refinancing their existing home loan, and assisting existing homeowners pay off their home loans faster.

Our Office is in Perth, Australia and shares the same time zone as Manila. You will be a valued team member of a small, driven family-owned mortgage broking company. Our customers are Everyday Australian homeowners and first home buyers.

We are looking for a motivated, punctual applicant who enjoys talking to people. You will be calling leads who have requested information about either buying a first home or refinancing an existing loan. We are not cold calling; the lead has expressed interest in our services.

You will qualify the lead by asking a few questions and book them for a Discovery appointment with one of our Advisers.

You will manage the customers’ enquiries, re-book unattended meetings and keep good records and notes within our CRM.

In time, you will also be trained and be responsible for assisting our customers with the onboarding and fact find collection process following their attendance at their Discovery meeting.

Appointment Setting/Customer Services experience is a pre-requisite in this role, and you will be provided with full training and induction.

Requirements

• MUST have a late model computer to access our cloud-based IT platforms, keyboard and screen with camera and headset/microphone as you will be using Zoom Phone to make calls and Zoom to attend office meetings, reliable internet connection and a mobile phone.
• MUST have 2 years appointment setting or sales experience.
• Proven experience as an Appointment Setter or Sales Representative, or similar.
• Top-notch English speaking with strong written and interpersonal skills along with excellent phone etiquette
• Outstanding listening skills, attention to detail and system-based organizational skills
• Be available to work 6 days a week / 4 hours a day [increasing over time to a fulltime role]
• Professional and courteous disposition.
• Persuasive and results oriented.
• Available to work weekends (Saturdays).

Responsibilities

• Calling prospective clients using a list of phone numbers we provide.
• Accepting calls from prospective clients as they arise.
• Fielding basic questions and concerns about the products and services we offer.
• Scheduling a consultation between the prospective customer and one of our finance advisers.
• Keeping a detailed log of calls, update CRM.
• Routine follow-up calls with prospective clients who you have been unable to contact.
• Informing the Manager of recurrent complaints or concerns that warrant addressing.

Benefits

• Work from home
• Part of a team with a fun & fast paced environment
• Coaching & training support provided where needed.
• We take care of on-boarding and training to help you fully understand your role.
• One-on one-support

Hours/salary

• Immediate start
• Hours: 24 hours/week, approx. 4 hrs/day over 6 days (with hours increasing over time to max 40 hours / week)
• Pay: $6 AUD per hour (invoiced by you and paid fortnightly via PayPal