Sales & Client Success Representative

Uqual • Westminster, CO

6d • Onsite

About The Position

Based in Westminster, Colorado, Uqual is a local company dedicated to making homeownership accessible to our clients nation wide. We provide clients with the education, tools, and personalized support to confidently navigate the loan process and achieve their goals. We prioritize a positive culture with strong team camaraderie - because work is better when you're surrounded by great people who work hard and celebrate together. If you LOVE to SELL, we're looking for YOU! As a Sales & Client Success Representative, you’ll be the trusted advisor for our clients—combining exceptional customer service with consultative sales to drive retention, referrals, and long-term success in their homeownership journey.

Requirements

• Proven success in roles that blend customer service excellence with sales/results (e.g., account management, client retention, inside sales, or consultative phone work).
• Excellent phone presence—friendly, professional, persuasive, and great at active listening and building rapport.
• Resilience, quick problem-solving, and a positive mindset that thrives in a performance-driven environment.
• Genuine passion for helping people achieve financial and homeownership goals.
• Strong computer skills and comfort with phone-based, office work.
• 3+ years in sales, client retention, account management, or high-touch customer service.
• High school diploma or equivalent.
• Ability to pass a background check and 10-panel drug screen (Colorado-friendly)
• Reliable commute to our Westminster, CO 80234 office (must be able to work fully on-site).

Nice To Haves

• Proficiency in Spanish highly preferred but not required.

Responsibilities

• Deliver friendly, expert coaching and support throughout the loan readiness and home buying process, ensuring clients feel supported and achieve strong outcomes.
• Proactively re-engage past clients, turn potential cancellations into loyal advocates, and maximize program value through persuasive, value-focused conversations.
• Leverage every positive interaction to confidently ask for and secure high-quality referrals and new enrollments.
• Consistently hit retention, reactivation, and referral targets to unlock uncapped commissions while contributing to company growth.
• Lead targeted campaigns to reconnect with clients and help more families qualify for the loans they deserve.

Benefits

• Paid training to get you up to speed quickly.
• 11 days PTO in year one + 6 paid holidays.
• 401(k) retirement plan.
• Comprehensive health coverage: Medical, dental, and vision with Cigna (including a 100% company-paid option).
• Company-paid short- and long-term disability + life insurance.
• Optional accident, critical illness, and hospital indemnity plans.
• Weekly company-sponsored lunches or breakfasts.
• Ongoing professional development (paid, on-the-job).
• Regular contests, rewards, cash bonuses, big prizes, and paid trips for outstanding performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED