Job Description: Personal Assistant & Telesales Executive

We are looking for a sharp, proactive, and resilient individual to join a fast-paced financial advisory practice in Singapore. This is a dual-role position where you will be the "engine" of the business-handling the back-end administration while actively driving growth through phone-based outreach.

Key Responsibilities

1. Business Support & Administration

• Client Coordination: Handle sensitive client communications, including sending follow-up messages regarding investment portfolios or checking in after medical procedures.

• Database Management: Keep client records organized and ensure all administrative tasks (filing, scheduling, and data entry) are completed with 100% accuracy.

• Workflow Management: Manage the consultant's daily schedule, ensuring they are prepared for every meeting and that no client follow-up is missed.

2. Telesales & Lead Generation

• Warm Outreach: Call existing clients and provided leads to secure appointments for financial reviews and product discussions.

• Persuasion: Use a professional and friendly phone manner to pique interest in wealth management and insurance solutions.

• Persistence: Follow up consistently with leads to move them through the "interest" pipeline.

• Reporting: Maintain a simple log of calls made, responses received, and appointments booked.

What We Are Looking For

• The "Gift of Gab": You are comfortable talking to anyone. You have a professional phone voice and can build rapport quickly.

• Meticulous Organization: You hate a messy calendar or a missing file. You are the type of person who stays on top of the details so nothing falls through the cracks.

• Resilience: You have thick skin and a positive attitude. You understand that "No" is just part of the sales process.

• Local Context: Professional etiquette (WhatsApp/Email/Phone) is essential.

• Tech Savvy: Comfortable using basic tools like Excel, WhatsApp for Business, and digital calendars.

Position Details

• Location: Singapore.

• Pay Structure: Base salary + Performance-based bonuses for every successful appointment set.

• Ideal for: Someone with high-energy role with growth potential.