Inside Sales Representative

Point Digital Finance, Inc. • Las Vegas, NV

7d • $60,000 • Hybrid

About The Position

Join our team as an Inside Sales Representative, where you will play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of homeowners through a structured sales process (heavy phone call volume), ensuring compliance with company policies, industry regulations, and legal requirements. Continuously develop your skills in sales, customer service, and pipeline management, and take on special tasks that contribute to the company's growth and profitability.
Ideal candidates will have experience making 40+ calls/day in a sales environment and closing/converting prospects

Requirements

• 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.
• Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus.
• 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.
• 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. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check. Point will cover all costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements.

Nice To Haves

• Bachelor’s degree in Finance, Business, or a related field is preferred but not required.
• Familiarity with U.S. real estate or mortgage processing is helpful but not required.

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level