Inside Sales Representative- Consolidation Loans jobs in United States
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Achieve ยท 13 hours ago

Inside Sales Representative- Consolidation Loans

Achieve is a leading digital personal finance company that provides innovative financial solutions. As a Loan Consultant, you will assist existing clients in the loan application process to help them accelerate their debt resolution programs.

Financial Services

Responsibilities

Contact our current clients via phone and email to facilitate the loan application process
Deliver a persuasive consultation to clients on how the accelerated loan can assist them in graduating from their debt settlement program at an accelerated rate
Collect required documents from customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer
Use Salesforce to track and manage leads; leads pipeline will consist of approx. 200 leads and new leads will be generated weekly based on production
Meet or exceed all monthly schedule adherence and utilization requirements

Qualification

Inside sales experienceCRM proficiencyTime-management skillsOrganizational skillsSolution-based servicesWillingness to learnCommunication skillsTeam player

Required

2+ years of inside sales experience
Excellent time-management and organizational skills required to follow-up on a pipeline of 200+ leads daily
Experience uncovering consumers needs to gather more information to provide solution-based services
Strong communication skills with the ability to understand and influence
Computer proficiency with experience working within a CRM
Drive to meet and exceed sales and performance based goals while working independently
Positive team player with a desire to learn and willingness to accept coaching
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

Company

Achieve is the leader in digital personal finance, built to help everyday people thrive.

Funding

Current Stage
Late Stage

Leadership Team

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Bradford Stroh
Co-CEO/Founder
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Carlyn Lamia
Vice President Strategic Initiatives, Chief of Staff to CEO
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Company data provided by crunchbase