Service Finance Inside Sales Representative

Truist Financial Corporation•Boca Raton, FL

38d

About The Position

A Service Finance Inside Sales Representative will play a critical role in acquiring, onboarding, and managing contractor and dealer accounts. This position serves as the primary point of contact for prospective partners, educating them on our financing programs, demonstrating platform value, and helping them integrate financing into their sales process to close more deals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings. 2. Present and explain financing products, benefits, and platform tools to prospective partners. 3. Guide contractors through the onboarding process, including documentation, training, and activation. 4. Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume. 5. Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume. 6. Collaborate with sales, marketing, and operation teams to improve partner experience and retention. 7. Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce). 8. Stay up to date with product features, pricing, market trends, and competitor offerings.

Requirements

Bachelor's degree or an equivalent combination of education and related work experience.
2+ years of inside sales, account management, or business development experience (B2B 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; confident presenting to decision-makers.
Excellent organizational and time management skills; able to handle multiple accounts and priorities.
Tech-savvy with the ability to learn and demonstrate web-based platforms.
Proven proficiency with CRM tools (e.g. Salesforce) and Microsoft Office suite of 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 the onboarding process, 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 operation teams to improve partner experience and retention.
Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce).
Stay up to date with product features, pricing, market trends, and competitor offerings.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.

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