Compeer Financial · 2 months ago
Manager Inside Sales
MN-Lakeville
Full-time
Hybrid
Mid, Senior Level
$82K/yr - $124K/yr
7+ years expCompeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin, providing financial services to support agriculture and rural communities. The Manager Inside Sales role is responsible for driving loan growth by leading a high-performing inside sales team, managing inbound and outbound calls, and enhancing client experiences to support organizational growth targets.
FinanceFinancial ServicesRentalRisk Management
No H1B
Responsibilities
Champions the brand; serves as a role-model for the vision, mission and values of the organization
Supports Compeer’s strategic initiatives
Utilizes and reinforces the use of the Team Relationship Model
Keeps abreast of industry best practices. Identifies and executes efficient and effective practices that enhance the team’s value
Recruits, selects, trains, evaluates, compensates, recognizes and motivates team members
Assigns and adjusts team member workload based on skill sets and priorities
Works with the team to solve problems and meet objectives
Promotes a client focused, team-based sales strategy to maximize results.Leads, coaches, and develops an inside sales team to achieve loan growth and conversion goals
Provides regular performance feedback and conduct call coaching sessions to ensure quality and compliance
Creates a motivating, accountable, and collaborative team environment
Oversees team execution of inbound and outbound sales calls, online loan application follow-ups, and chat responses
Ensures accurate client needs assessment and alignment with lending products
Serves as a subject matter expert on loan products, processes, and compliance requirements
Acts as a resource for escalated client situations requiring both sales skill and lending expertise
Assesses Inside Sales potential and sets goals in alignment with Compeer goals
Monitors progress toward goals and objectives for areas of responsibility
Develops and executes inside sales and marketing strategies and plans.Coordinates team resources and determines areas of priority
Monitors call center performance, ensuring service levels, first response times, and follow-up standards are met
Optimizes call routing, scheduling, and resource allocation to maximize efficiency
Tracks and analyzes call and lead activity to identify opportunities for improved productivity
Tracks and reports on KPIs including call volume, call completion rate, lead conversion, loan applications, and closed loan volume
Collaborates with lending operations and sales leadership to align pipeline management with organizational goals
Recommends and implement strategies to improve team efficiency, loan conversion, and client satisfaction
Ensures adherence to sales processes, compliance standards, and CRM best practices
Partners with marketing, product, and lending operations teams to refine lead management and loan application processes
Drives continuous improvement initiatives for both client experience and sales effectiveness
Qualification
Required
Bachelor's degree in business administration, finance, economics, agribusiness or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job
Direct experience in lending products and loan processes (e.g., consumer, ag, or commercial lending)
Minimum 7 years of experience in sales including customer relationship preferably in financial services or lending
Minimum three years of contact center management or inside sales leadership experience
Proven track record of achieving and exceeding sales and loan conversion targets
Strong communication, coaching, and leadership skills
Deep understanding of contact center metrics and sales KPIs
Client-focused with ability to balance sales performance and service excellence
Proficiency in CRM and call center systems
Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit
In-depth understanding of the sales process
Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization
Skill in developing and maintaining interpersonal relationships
Strong problem solving, decision making and organizational skills
Strong computer skills, including MS Office applications
Advanced knowledge of sales and sales management techniques
Working knowledge of the agriculture industry
Working knowledge of Core lines of business
Skill in organizing and planning
Skill in delegating tasks and responsibilities
Valid driver's license
Benefits
Hybrid model – up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Company
Compeer Financial
Compeer Financial offers loan, rental, risk management, and other financial services to 144 counties in Illinois, Minnesota, and Wisconsin.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$300M2025-11-20Undisclosed· $300M
Leadership Team
Jase Wagner
Chief Executive Officer
Jim Roberge
Chief Diversified Markets Officer
Recent News
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