Truist · 1 month ago
Service Finance Inside Sales Representative
Boca Raton, FL
Full-time
Onsite
Entry, Mid Level
2+ years expTruist is a financial services company, and they are seeking a Service Finance Inside Sales Representative to acquire, onboard, and manage contractor and dealer accounts. The role involves educating prospective partners on financing programs and helping them integrate these into their sales processes to drive more deals.
BankingFinanceFinancial Services
Responsibilities
Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings
Present and explain financing products, benefits, and platform tools to prospective partners
Guide contractors through the onboarding process, including documentation, training, and activation
Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume
Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume
Collaborate with sales, marketing, and operation teams to improve partner experience and retention
Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce)
Stay up to date with product features, pricing, market trends, and competitor offerings
Qualification
Required
Bachelor's degree or an equivalent combination of education and related work experience
2+ years of inside sales, account management, or business development experience (B2B preferred)
Self-motivated, goal-oriented, and eager to learn
Proven track record of meeting or exceeding sales targets in a phone-based environment
Strong verbal and written communication skills; confident presenting to decision-makers
Excellent organizational and time management skills; able to handle multiple accounts and priorities
Tech-savvy with the ability to learn and demonstrate web-based platforms
Proven proficiency with CRM tools (e.g. Salesforce) and Microsoft Office suite of products
Preferred
Experience selling SaaS, financial products, or services to contractors or small business owners
Knowledge of the home improvement, remodeling, or construction industry
Benefits
Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan
Company
Truist
Truist is the sixth-largest commercial bank in the U.S.
10001+ employees
H1B Sponsorship
Truist has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)
Funding
Current Stage
Late StageTotal Funding
unknown2021-01-01Seed
Leadership Team
Michael Maguire
Chief Financial Officer
James Cordovana
SVP of Cloud Security Enterprise Architect
Recent News
Maryland Daily Record
2026-01-03
Company data provided by crunchbase