Inside Sales

Point Digital FinancePalo Alto, CA
8d$60,000 - $90,000Remote

About The Position

About Point At Point, we’re on a mission to make homeownership more valuable and accessible for our customers. Collectively, we understand that homeownership is often a very long, highly unique, and individualistic journey. By unlocking the potential held within home equity, we help our homeowners gain financial flexibility, build debt resiliency, and accelerate their highly personal, and often, life-changing goals. With over $175M in backing from world-class investors like Andreessen Horowitz, Greylock, and Prudential, we’re scaling quickly, and you will have a front-row seat to building something category-defining. Meaningful Impact: When the money homeowners need seems inaccessible or out of reach, you’ll help them find the gap and a path forward to meeting their ambitions. High-performance Culture: We value grit, ambition, discipline, and a relentless drive to improve and get good so that we can best serve our customers. Trust & Credibility: 4.7 Trustpilot rating, A+ from the BBB. Remote-First Team: Thrive from anywhere in the U.S., while staying deeply connected through virtual collaboration and gatherings.

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.
  • Must have a home office and be able to operate in a space without outside distraction.
  • 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.
  • 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

  • Maximize lead-to-funding conversion
  • Own a large, warm pipeline
  • Convert with consultative selling
  • Drive your own growth
  • Collaborate across teams

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.
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