Pursuent Financial ยท 4 months ago
Inside Sales Account Executive
Pursuent Financial is a mission-driven financial services company dedicated to helping everyday Americans find a clear path to financial freedom. As an Inside Sales Account Executive, you will serve as the first point of contact for individuals seeking financial assistance, providing expert guidance and consultative support to help them navigate their options and enroll in a program that can change their lives.
Responsibilities
Connect with interested individuals who have responded to our direct mail offers. There is absolutely no cold calling
Conduct thorough financial assessments to understand each client's unique situation, needs, and goals
Educate clients on their debt consolidation options and empower them to make informed decisions
Utilize a consultative approach to guide clients to the best solution, overcome objections, and successfully enroll them in our program
Manage your personal sales pipeline effectively within our CRM system, ensuring all client information is accurate and up-to-date
Uphold the highest standards of integrity and compliance in all client interactions
Qualification
Required
A Passion for Helping People: You have a genuine desire to make a positive impact and act with integrity. Empathy is one of your core strengths
A Driven & Resilient Mindset: You are self-motivated, goal-oriented, and see challenges as opportunities for growth. You have a relentless work ethic
Exceptional Communication: You possess strong verbal and written communication skills, with the ability to build rapport and trust quickly over the phone
A Desire to Succeed: While no specific sales history is required, a background in sales or financial services is a plus. We are looking for individuals with a strong desire to learn and achieve
Benefits
Comprehensive health benefits including Medical, Dental, and Vision plans, plus options for Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA).
401(k) program with a company match after 12 months of employment.
Comprehensive Paid Training: We provide extensive, hands-on sales and systems training to set you up for long-term success, including sponsorship for IAPDA certification.
Ramp-Up Pay Guarantee: We invest in your success from day one. For your first 30 days, you can focus on mastering your craft without financial stress. You are guaranteed the higher of your daily earned commission or $100.
Company
Pursuent Financial
At Pursuent Financial, we're a mission-driven financial services firm dedicated to empowering individuals to take control of their financial futures.
Funding
Current Stage
Early StageCompany data provided by crunchbase