Achieve
A leading digital personal finance company helping everyday people move forward on the path to a better financial future
Inside Sales Representative – Loan Consultant
Location
North Carolina
Posted
11 days ago
Salary
$85K - $130K / year
High School3 yrs expEnglish
Job Description
• Contact borrowers via phone and email to facilitate the loan application process.
• Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
• Utilize your strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
• Manage a sales pipeline of up to 20 transactions in various stages of completion.
• Meet daily, weekly, and monthly sales goals.
Job Requirements
- 3+ years of recent experience as an inside sales representative
- Preference for those who’ve worked in a fast-paced call center and short sales cycle environment.
- Finance experience is a Plus.
- Experience working in a highly commission-driven environment and proven success exceeding goals in a fast-paced, inside sales environment.
- Strong computer and organizational skills to effectively manage a CRM tool such as Salesforce.
- High School diploma or equivalent
Benefits
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off, as well as dedicated volunteer days
- Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts for your furry family members
- Financial support in times of hardship with our Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
