Inside Sales Representative jobs in United States
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Point · 2 hours ago

Inside Sales Representative

Point is a company focused on making homeownership more valuable and accessible. The Inside Sales Representative will generate revenue by managing a pipeline of homeowners and ensuring compliance with company policies and industry regulations while providing excellent customer service.

Financial ServicesFinTechReal EstateReal Estate Investment
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details
Proactively reach out to leads to complete consultative sales calls
Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer
Reach out to homeowners to provide pricing/product-related updates
Respond to homeowners’ pricing/product-related questions or concerns in a timely manner
Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance
Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved
Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals
Maintain detailed notes of homeowner interactions
Stay up to date with company policies, industry regulations, and legal requirements
Attend department meetings, sales meetings, 1:1's, and company all-hands
Complete assigned trainings
Perform ad hoc sales tasks as they arise

Qualification

Phone sales experiencePipeline managementMortgage Loan Originator (MLO)CRM experienceG Suite toolsCommunication skillsAttention to detailProblem-solving mindsetTeam player

Required

At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
Experience managing a customer pipeline and driving deals to close
Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required
This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment
Strong computer skills, attention to detail, and a proactive, problem-solving mindset
Excellent communication skills, adaptable to change, and a collaborative team player
Must be able to travel for two mandatory onsite events per year

Preferred

Bachelor's degree in Finance, Business, or a related field is preferred but not required
Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
Familiarity with U.S. real estate or mortgage processing is helpful but not required

Benefits

Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.

Company

Point is a home equity platform that allows homeowners to convert a portion of their home equity into cash without taking on a loan.

H1B Sponsorship

Point 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 (5)
2024 (1)
2023 (4)
2022 (2)
2021 (3)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
$928.7M
Key Investors
Blue OwlAtalaya CapitalWestCap
2025-11-05Debt Financing· $390M
2025-06-05Debt Financing· $248.6M
2024-05-30Debt Financing· $141M

Leadership Team

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Eddie Lim
Co-Founder
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Eoin Matthews
CBO & Co-founder
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Company data provided by crunchbase