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Achieve · 4 hours ago

Inside Sales Representative- Loan Consultant

Dallas, TX

Full-time

Hybrid

Mid Level

$85K/yr - $130K/yr

3+ years exp

Achieve is a leading digital personal finance company focused on helping individuals improve their financial situations through innovative solutions. The Inside Sales Representative- Loan Consultant II will engage with customers to facilitate the loan application process and meet sales goals while providing exceptional service.

Financial Services

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

Qualification

Inside sales experienceCRM proficiencyCommission-driven environmentFast-paced environmentCommunication skillsOrganizational skillsCritical thinking

Required

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