Inside Sales Agent (Financial Services)

Point Break Financial•Phoenix, AZ

14h•Onsite

About The Position

Point Break Financial is seeking passionate, results-oriented Enrollment Specialists to help prospective clients find debt relief solutions. The position handles inbound and outbound calls and follows up with warm leads generated through marketing campaigns; cold calling is not required. Agents assess clients’ financial situations, recommend suitable options—including consolidation loans and the firm’s legal debt resolution program—and enroll clients in appropriate programs. They use CRM tools to manage pipelines and follow-up opportunities while developing consultative closing skills in a supportive, high-energy, goal-driven team environment. The position is in-office five days per week in Phoenix, Arizona. Typical conditions include a cubicle, air conditioning, moderate noise, and extended use of a phone headset and computer.

Requirements

Strong communication and interpersonal skills.
High motivation and goal orientation.
CRM experience and basic technology proficiency.
Ability to reliably commute to Phoenix, Arizona.
Ability to sit for long periods, speak on the phone using a headset, and use a computer and keyboard for extended periods.

Nice To Haves

At least one year of consultative sales experience (preferred).
At least one year of financial services sales experience (preferred).
Bilingual English/Spanish skills (a plus, but not required).

Responsibilities

Handle inbound and outbound calls and follow up with warm leads generated through marketing campaigns.
Consult with prospective clients to evaluate their financial situations and offer tailored debt relief options.
Enroll clients in suitable programs and help them begin their path to financial recovery.
Use CRM tools to manage the sales pipeline and track follow-up opportunities.
Learn and improve as a consultative closer.
Thrive in a high-energy, supportive, goal-driven team environment.
Perform other duties as assigned.