Service Finance Inside Sales Representative

Truist Bank • Boca Raton, FL

5d

About The Position

The Service Finance Inside Sales Representative acquires, onboards, and manages contractor and dealer accounts. The representative is the primary contact for prospective partners, educating them about financing programs, demonstrating the value of the platform, and helping them incorporate financing into their sales process to close more deals.

The role involves phone, email, and virtual outreach, presenting financing products and platform tools, guiding partners through onboarding, and maintaining relationships with active accounts to increase platform usage and loan volume. The representative works toward monthly quotas and collaborates with sales, marketing, and operations teams to improve partner experience and retention.

Requirements

• Bachelor’s degree or an equivalent combination of education and related work experience.
• At least 2 years of inside sales, account management, or business development experience; B2B experience preferred.
• Self-motivated, goal-oriented, and eager to learn.
• Proven track record of meeting or exceeding sales targets in a phone-based environment.
• Strong verbal and written communication skills and confidence presenting to decision-makers.
• Excellent organizational and time-management skills, with the ability to handle multiple accounts and priorities.
• Tech-savvy, with the ability to learn and demonstrate web-based platforms.
• Proficiency with CRM tools such as Salesforce and Microsoft Office products.

Nice To Haves

• Experience selling SaaS, financial products, or services to contractors or small business owners.
• Knowledge of the home improvement, remodeling, or construction industry.

Responsibilities

• Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.
• Present and explain financing products, benefits, and platform tools to prospective partners.
• Guide contractors through onboarding, including documentation, training, and activation.
• Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume.
• Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.
• Collaborate with sales, marketing, and operations teams to improve partner experience and retention.
• Maintain accurate records of sales activities and pipeline in the CRM system, such as Salesforce.
• Stay up to date with product features, pricing, market trends, and competitor offerings.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• At least 10 days of vacation during the first year, prorated based on hire date and full-time or part-time status
• 10 sick days, prorated
• Paid holidays
• Depending on position and division, eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan

What This Job Offers

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