Inside Sales

Point Digital Finance, Inc. • Palo Alto, CA

7h • Remote

About The Position

At Point, we’re on a mission to make homeownership more valuable and accessible for our customers. 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. This role focuses on maximizing lead-to-funding conversion by understanding prospects' needs and leveraging homeownership solutions. The overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience. This involves owning a large, warm pipeline, balancing speed with intentionality, and leveraging Salesforce to segment and prioritize work. The position requires consultative selling, running high-volume call blocks, uncovering homeowner goals with empathy, and tailoring financing options to drive funding decisions. Reps are expected to drive their own growth through active participation in role-plays, call reviews, coaching, and improving conversion metrics. Collaboration across Operations, Underwriting, and Customer Success teams is essential to ensure a smooth, compliant homeowner journey and to provide feedback for sales effectiveness and process improvements.

Requirements

• Top-tier performer: You don’t just hit your quota, but it’s your professional goal to exceed it consistently. "Every goal reached becomes the launchpad for a new benchmark."
• Mission-aligned: You believe in our product’s impact and truly want to guide qualified homeowners to make well-informed, opportune, and future-oriented decisions.
• Curious and coachable: You absorb feedback, experiment, and continuously improve.
• Highly organized: You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel.
• Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.
• Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You are someone who intentional to embrace and implement timely change, has an insatiable appetite for learning, and finds resiliency through a consistent practice of reflection and accountability for your own self-improvement.
• 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.).
• 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.
• Must secure this license within 60 days of your start date and keep it in good standing throughout your employment.

Nice To Haves

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

Responsibilities

• Maximize lead-to-funding conversion: In understanding our prospects and their dynamic needs to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience.
• Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinders on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation.
• Convert with consultative selling: Run high‑volume call blocks, uncover homeowners’ goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions.
• Drive your own growth: Play an active participant to role-plays, call reviews, coaching, and improving conversion metrics and KPIs. Plan out your day, track performance, test new tactics, and iterate for performance based on results.
• Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements.

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
• Education Level: No Education Listed
• Number of Employees: 101-250 employees