AU Sales & Client Engagement Specialist (Hybrid) | ZR_859_JOB

• Hybrid Set-Up (Eastwood, Quezon City)
  
• Fixed Morning Schedule
  
• Fixed Weekends Off
  

• Book and qualify Sales-Qualified Appointments (SQAs) aligned with business goals.
  
• Confirm client intent, availability, and commitment ahead of meetings.
  
• Ensure all pre-meeting requirements (forms, documents, pre-assessments) are submitted at least 48 hours prior.
  
• Reschedule unqualified or unprepared clients and guide them on next steps.
  
• Manage end-to-end SQA flow, including rebooking no-shows within 24 hours.
  

• Deliver a seamless and premium onboarding experience to all new clients.
  
• Serve as the main point of contact for client inquiries via HubSpot and Ramsey App Chat.
  
• Handle live chat/email communication with professionalism, empathy, and clarity.
  
• Escalate and assign service queries to relevant team members for resolution.
  
• Reduce drop-offs through timely reminders, relationship building, and education.
  

• Collaborate with internal teams (Mortgage, Property, Buyers Advocacy) to ensure smooth transitions and aligned service delivery.
  
• Maintain accurate and timely CRM records (HubSpot), including client status, notes, and follow-ups.
  
• Escalate risks or concerns to Relationship Managers as needed.
  
• Provide weekly reports on appointment performance, client readiness, and engagement metrics.
  

Requirements

• Minimum 2 years of relevant experience in the Sales industry.
  
• Experience working for an Australian Client/Business is required.
  
• Exceptional written and verbal communication with strong attention to tone and clarity.
  
• Organized, detail-oriented, and accountable for task ownership.
  
• Prior experience in client-facing roles, preferably in financial services or a high-touch service environment.
  
• Ability to coach and qualify clients with confidence and empathy.
  
• Comfortable using CRM systems (HubSpot preferred), live chat, and email tools.
  
• Calm, solutions-focused mindset and able to adapt quickly in a fast-paced setting.
  
• Preferred:
  
• Background in financial services, client concierge, or premium customer service environments.
  
• Familiarity with appointment scheduling, lead nurturing, or SQA conversion strategies
  

Benefits

• Company-provided
  equipment
  
• Secondary
  Wi-Fi Modem
  
• 21 Leave
  Credits
  
• 100%
  conversion of UNUSED leave credits
  
• HMO on
  Day 1
  
• 13th
  Month Pay
  
• Grab
  Voucher every month
  
• Birthday
  Gift
  
• Loyalty
  Gift
  
• Christmas
  Gift
  
• Work-Life
  Balance
  
• Active
  employee engagements physically such as Christmas Party & Team Building,
  and virtual events such as town-hall with prizes.