Inside Sales Representative (Now Interviewing for Upcoming Classes)
About The Position
Achieve is a leading digital personal finance company that helps individuals improve their financial well-being through personalized solutions like personal loans, home equity loans, and debt consolidation. They are looking for high-energy, performance-driven Inside Sales Representatives to guide members through these digital finance solutions. This is a fast-paced, high-volume sales role where representatives work with warm leads to uncover financial needs, navigate complex financial situations, and close sales, often within 1-2 calls. The role requires balancing empathy, education, and clear direction to help customers achieve financial stability. Achieve launches new Inside Sales training classes every month and is actively interviewing for upcoming cohorts.
Requirements
- 2–3+ years of successful inside sales, outbound call center, or financial/consultative sales experience.
- Proven track record of succeeding in a fast-paced, goal-driven, commission-heavy environment.
- Strong ability to build quick rapport, handle objections, and influence decision-making with empathy and authority.
- Proficiency with CRMs (e.g., Salesforce) and digital sales tools.
- Excellent time-management skills to prioritize lead follow-ups independently.
- Desire to accept coaching and continuously improve.
- High School Diploma or equivalent required.
Responsibilities
- Manage high-volume outbound dials (up to 100+ daily) to engage warm leads.
- Lead consultative, one-call or two-call closes by identifying customer pain points, uncovering financial needs, and articulating the value of financial products.
- Efficiently manage, prioritize, and follow up on a dynamic pipeline ranging from 20 to 200+ active leads/transactions.
- Build trust quickly during sensitive financial conversations, guiding clients through emotionally complex decisions toward clear solutions.
- Consistently meet and exceed daily, weekly, and monthly sales targets, schedule adherence, and conversion goals.
- Utilize Salesforce to track lead activity, document interactions, and maintain high pipeline accuracy.
Benefits
- Hybrid and remote work opportunities for certain roles
- 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
- A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
