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Filinvest Group

Open 71d reposted 5× · 2 open copies

Broker Sales Support Associate - Central Luzon

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Description

Job Summary

Broker Sales Support functions

Duties and Responsibilities

1. Sales and Administrative Support

  • Assist the Broker Sales Team in the preparation and processing of sales-related documents.
  • Maintain and update broker, client, and sales databases.
  • Monitor and organize sales files, contracts, and documentation.
  • Prepare correspondence, memos, endorsements, and other administrative requirements.
  • Coordinate schedules, meetings, and project presentations for brokers.

2. Broker Accreditation and Management

  • Assist in the accreditation and renewal process of brokers and broker organizations.
  • Monitor submission and completeness of accreditation requirements.
  • Maintain updated records of accredited brokers and their sales performance.
  • Coordinate with brokers regarding company policies, guidelines, and requirements.

3. Sales Documentation and Processing

  • Review and verify completeness of reservation documents and buyer requirements.
  • Coordinate with Sales Administration, Documentation, and Operations teams for transaction processing.
  • Monitor account status and assist in resolving documentation-related concerns.
  • Ensure timely submission of sales documents and compliance with company procedures.

4. Incentive and Commission Monitoring

  • Assist in monitoring broker sales production and performance.
  • Prepare reports related to commissions, incentives, and seller payouts.
  • Validate sales records and coordinate discrepancies with concerned departments.
  • Support the implementation of sales incentive programs and campaigns.

Technical Competencies and Skills

Knowledgable in MS Office

Education, Trainings and Licenses Required

Preferably graduate of Business course
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See also

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