Sr. Financial Inside Sales Consultant (Fintech)

TL;DR

Sr. Financial Inside Sales Consultant (Fintech): Closing loan applications and managing a pipeline of warm leads to provide digital personal finance solutions with an accent on high-energy closing and lead conversion. Focus on identifying customer pain points, navigating Salesforce, and exceeding daily sales targets.

Location: 100% Remote, but must be based in Texas

Salary: $85,000 – $130,000+ OTE

Company

A leading digital personal finance company providing personalized loans, debt consolidation, and financial tools to help members improve their financial future.

What you will do

• Convert warm leads into closed loan applications within 1–2 calls.
• Manage a pipeline of up to 20 active transactions to ensure efficient processing.
• Identify customer financial pain points and articulate the value of loan products.
• Exceed daily and weekly performance targets to maximize commission earnings.

Requirements

• 3+ years of recent inside sales experience (outbound call center experience preferred).
• Proven track record of success in commission-heavy sales roles.
• Ability to navigate Salesforce or similar CRM systems efficiently.
• Ability to work an 8-hour shift including one weekend day (Saturday or Sunday).
• Must be based in Texas.

Culture & Benefits

• 401(k) with employer match.
• Medical, dental, and vision insurance with HSA and FSA options.
• Competitive vacation, sick time, and dedicated volunteer days.
• Up to $5,250 reimbursement for eligible education expenses.
• Access to wellness support through EAP and physical/mental health programs.