全职 Sales Support Assistant 工作, 薪水 up to MYR 2,400, Cashback Hartanah Federal Territory 公司招聘中 - Ricebowl

Job Scope: Sales Support Assistant

Property & Financial Advisory

Role Overview

The Sales Support Assistant supports the property agent / financial advisor in handling leads, client follow-up, appointment coordination, document collection, and daily sales administration.

The main purpose of this role is to make sure every lead is responded to quickly, followed up properly, and moved smoothly from inquiry to appointment, viewing, document submission, and closing.

This role is not the main closer. The role supports the sales process so the advisor can focus on serious clients, negotiations, advisory work, and closing deals.

Key Responsibilities1. Lead Response & WhatsApp Handling

• Respond to new leads through WhatsApp, calls, social media, and other lead channels.
• Send first-response messages using approved scripts.
• Ask basic qualifying questions to understand the client’s needs.
• Identify whether the lead is serious, ready, or still browsing.
• Update the lead status after every conversation.
• Escalate serious or urgent leads to the advisor immediately.

2. Lead Qualification

Qualify clients based on:

• Budget
• Preferred area
• Property type
• Purpose of purchase
• Loan eligibility
• Income range
• Commitment level
• Timeline to buy
• Family / investment needs
• Required property criteria

For financial advisory leads, qualify based on:

• Current financial concern
• Income range
• Existing commitments
• Protection needs
• Investment / savings goals
• Urgency level
• Readiness for consultation

3. Follow-Up Management

• Follow up with leads daily based on their stage.
• Track all pending replies.
• Remind clients about appointments, viewings, and document submission.
• Follow up after viewing or consultation.
• Make sure no lead is left unattended.
• Update the advisor on leads that need personal attention.
• Maintain a proper follow-up record.

4. Appointment & Viewing Coordination

• Arrange property viewings or advisory consultation appointments.
• Coordinate date, time, location, and client availability.
• Confirm appointments with clients.
• Send reminders before appointments.
• Coordinate with listing agents, bankers, lawyers, or other related parties when needed.
• Update the calendar and appointment tracker.

5. Document Collection

• Request required documents from clients.
• Check whether documents are complete.
• Follow up on missing documents.
• Organize documents properly in folders.
• Prepare documents for loan submission, advisory review, or next-stage processing.
• Inform the advisor once the document set is ready.

6. Listing & Marketing Support

• Help prepare property posts for Facebook, WhatsApp, Telegram, and other platforms.
• Update listing details.
• Check listing availability when needed.
• Prepare simple captions based on approved templates.
• Save property photos and details in an organized folder.
• Track which listings have been posted and when.

7. CRM & Admin Updates

• Update client details in the CRM, spreadsheet, or tracking system.
• Record lead source, conversation status, follow-up date, and next action.
• Keep daily records clean and updated.
• Prepare simple daily or weekly reports.
• Track leads by stage: New, Contacted, Qualified, Appointment Set, Viewed, Document Pending, Submitted, Closed, Lost.

8. Client Service Support

• Answer basic client questions using approved information.
• Send property details, appointment details, document checklists, and reminders.
• Maintain professional communication with clients.
• Make sure clients receive clear next steps.
• Escalate complicated financial, loan, negotiation, or closing matters to the advisor.

Daily Tasks

• Check new leads.
• Reply to all new messages.
• Follow up with pending leads.
• Update lead tracker.
• Confirm appointments.
• Send appointment reminders.
• Collect missing documents.
• Prepare daily lead status summary.
• Highlight hot leads to the advisor.
• Update posted listings and marketing records.

Key Performance Indicators

The role will be measured based on:

• Speed of first response
• Number of leads contacted
• Number of qualified leads
• Number of appointments or viewings arranged
• Follow-up completion rate
• Number of documents collected
• Accuracy of CRM updates
• Number of unattended leads
• Quality of daily reporting
• Support contribution to closed deals

Required Skills

• Good WhatsApp communication skills
• Organized and detail-oriented
• Able to follow scripts and systems
• Fast response discipline
• Comfortable handling multiple conversations
• Basic spreadsheet or CRM knowledge
• Good follow-up habit
• Professional attitude with clients
• Able to work independently after training

Preferred Experience

• Experience in sales support, customer service, telemarketing, property, insurance, banking, or financial services is preferred.
• Experience handling WhatsApp leads is an advantage.
• Property or financial advisory experience is not required, but the candidate must be willing to learn quickly.

Working Style Expected

• Fast
• Organized
• Consistent
• Honest with updates
• Able to follow process
• No missed follow-ups
• No careless client handling
• No unrecorded conversations

Role Boundaries

The Sales Support Assistant does not make final financial advice, loan promises, pricing promises, legal advice, or closing decisions.

All important decisions, negotiations, financial recommendations, and closing conversations must be handled or approved by the advisor.

Pay: RM1,800.00 - RM2,400.00 per month

Work Location: In person