Sales Assistant

The Admin LP1 / Executive Sales Assistant owns lead management, appointment setting, calendar, and day-to-day operational support. This role is the first point of contact for new leads and communicates directly with new leads, active prospects, clients, and business partners every day and must professionally represent the team at all times.

This is a phone-first, proactive role, not a back-office tracking seat. The LP1's core job is speed and appointments: reach every new lead fast, walk them through the intake questionnaire by phone, and get qualified consultations onto the calendar. It requires extraordinary communication skills, strong time and priority management, high attention to detail, and superb organization. The highest-priority focus areas are (1) speed-to-lead and appointment setting, (2) email and calendar management, and (3) system/CRM accuracy with a clean handoff into the loan process.