Inside Sales Representative – Loan Consultant

Posted 101ds ago

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Job Description

Inside Sales Representative consulting on personal loans for everyday people. Delivering tailored financial solutions with a focus on compassionate customer service.

Responsibilities:

  • 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

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
  • 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:

  • Hybrid and remote work opportunities for certain roles
  • 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