Sr. Financial Inside Sales Consultant
About The Position
Achieve is a leading digital personal finance company that helps individuals improve their financial well-being through personalized solutions. This role focuses on converting warm leads into sales, impacting members' lives by offering innovative digital personal finance solutions. The position offers a hybrid work model in Phoenix, AZ, and remote options in Texas and Florida. The role involves influencing prospects through the loan application process, managing a pipeline of transactions, identifying customer needs, and providing solutions through loan products. Success is measured by consistently exceeding sales targets.
Requirements
- 3+ years of recent inside sales experience (outbound call center experience preferred).
- Proven track record of succeeding in commission-heavy roles.
- Ability to navigate Salesforce (or similar CRMs) while maintaining a high-energy conversation.
- Ability to work an 8-hour shift including one weekend day (Saturday or Sunday).
- Ability to come into our Tempe, Arizona office for a duration of training.
Responsibilities
- Use sales skills to influence and move prospects through the loan application and close the sale within 1–2 calls.
- Manage up to 20 active transactions at various stages, ensuring no lead falls through the cracks.
- Identify customer pain points and articulate how the loan product provides the solution.
- Consistently exceed daily and weekly targets to maximize commission.
Benefits
- 401 (k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off
- Dedicated volunteer days
- Access to wellness support through Employee Assistance Program
- Physical and mental health wellness programs
- Fitness discounts
- Up to $5,250 paid back on eligible education expenses
- Pet care discounts
- Financial support in times of hardship with our Achieve Care Fund
- Commitment to diversity and inclusion through employee resource groups
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
