Inside Sales Representative (Finance)

TL;DR

Inside Sales Representative (Finance): Guiding customers through personalized digital finance solutions and closing warm-lead sales with an accent on consultative selling, empathetic communication, and high-volume pipeline management. Focus on identifying complex financial needs, handling objections, closing deals within one or two calls, and consistently meeting conversion and revenue targets.

Location: Hybrid work is available for candidates local to Phoenix, Arizona; remote work is available for candidates in Texas. Flexible 8-hour shifts are scheduled between 6:00 AM and 8:00 PM MST/PST, with some schedules including one weekend day.

Salary: $80,000–$130,000+ annual on-target earnings, including hourly base pay, uncapped commission, spiffs, and incentives.

Company

A digital personal finance company providing personalized solutions such as personal loans, home equity loans, debt consolidation, financial tools, and financial education.

What you will do

• Engage warm leads through high-volume outbound calling, with up to 100 or more calls per day.
• Identify customer pain points and financial needs, explain product value, and close consultative sales in one or two calls.
• Manage and prioritize a pipeline of 20 to 200 or more active leads and transactions.
• Build trust during sensitive financial conversations while providing clear guidance toward suitable solutions.
• Meet daily, weekly, and monthly sales, conversion, schedule-adherence, and performance targets.
• Use Salesforce to record lead activity, document interactions, and maintain accurate pipeline data.

Requirements

• 2–3 or more years of successful inside sales, outbound call center, financial sales, or consultative sales experience.
• Demonstrated success in a fast-paced, goal-driven, commission-based environment.
• Strong rapport-building, objection-handling, communication, and influencing skills.
• Experience with CRM systems, including Salesforce, and digital sales tools.
• Strong organization and time-management skills, with the ability to manage follow-ups independently and accept coaching.
• High school diploma or equivalent required.

Culture & Benefits

• Hybrid and remote work options are available for eligible locations and roles.
• 401(k) with employer match, medical, dental, and vision coverage, plus HSA and FSA options.
• Vacation, sick time, dedicated volunteer days, and wellness support programs.
• Up to $5,250 reimbursement for eligible education expenses.
• Employee assistance, fitness discounts, pet care discounts, and financial hardship support.
• Employee resource groups and a stated commitment to diversity, inclusion, and employee well-being.