Note: The job is a remote job and is open to candidates in USA. Achieve is a digital personal finance company providing personalized financial solutions such as personal loans, home equity loans, debt consolidation, financial tools, and education. The Inside Sales Representative will guide members through digital finance solutions by engaging warm leads, identifying financial needs, closing sales, managing a dynamic pipeline, and meeting sales and conversion goals.
Responsibilities
- Engage Warm Leads: Manage high-volume outbound dials (up to 100+ daily)
- Consult & Close: Lead consultative, one-call or two-call closes by identifying customer pain points, uncovering financial needs, and articulating the value of our financial products
- Own Your Pipeline: Efficiently manage, prioritize, and follow up on a dynamic pipeline ranging from 20 to 200+ active leads/transactions without letting opportunities slip through the cracks
- Balance Empathy & Direction: Build trust quickly during sensitive financial conversations, guiding clients through emotionally complex decisions toward clear solutions
- Crush Your Metrics: Consistently meet and exceed daily, weekly, and monthly sales targets, schedule adherence, and conversion goals to maximize your earnings
- CRM Navigation: Utilize Salesforce to track lead activity, document interactions, and maintain high pipeline accuracy
Skills
- 2–3+ years of successful inside sales, outbound call center, or financial/consultative sales experience
- History of succeeding in a fast-paced, goal-driven, commission-heavy environment
- Strong ability to build quick rapport, handle objections, and influence decision-making with empathy and authority
- Proficiency with CRMs (e.g., Salesforce) and digital sales tools while maintaining high-energy interactions
- Excellent time-management skills to prioritize lead follow-ups independently, paired with a desire to accept coaching and continuously improve
- High School Diploma or equivalent required
Benefits
- Uncapped commission
- Spiffs & incentives
- Hybrid work options for candidates local to Phoenix, Arizona
- Remote work options in Texas
- 401(k) with employer match
- Medical, dental, and vision with HSA and FSA options
- Competitive vacation and sick time off
- Dedicated volunteer days
- Wellness support through Employee Assistance Program
- Physical and mental health wellness programs
- Fitness discounts
- Up to $5,250 paid back to you on eligible education expenses
- Pet care discounts
- Financial support in times of hardship through the Achieve Care Fund
- A safe place to connect and a commitment to diversity and inclusion through six employee resource groups
Company Overview