Achieve

HQ
San Mateo
Total Offices: 3
2,231 Total Employees
118 Product + Tech Employees
Year Founded: 2002
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Achieve Sales Team

Crafting personalized solutions that help our members get on a path to a better financial future.

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Achieve Employee Perspectives

What a Typical Day Looks Like for a Unit Manager at Achieve

My day is centered on data-driven coaching and team alignment. Here is how I break it down: 

The Pulse 

I start with the DPR report, comparing my unit’s performance against the floor. I analyze yesterday’s stats to celebrate our wins and identify exactly which agents need my focus to move the needle today. 

The Blueprint

I move into strategic organization, mapping out my coaching schedule for the week. I also pull specific calls for calibration, ensuring I’ve selected the right “teachable moments” to help my team improve their conversion and empathy. 

Alignment

I join a daily huddle with my fellow unit managers. We sync on floor trends and share insights, ensuring my unit’s focus is perfectly aligned with our department’s broader goals. 

Execution

I spend the rest of my day on the floor. I’m executing my coaching sessions, conducting side-by-sides and providing real-time feedback to keep the team motivated and on track for our enrollment targets.

Marlene Simpson
Marlene Simpson, Unit Manager
From the article: What Unit Managers Do at Achieve: Coaching, KPIs and Sales Team Leadership

Employee Reviews

Kimberly L.

Achieve’s sales culture hinges on the notion of “balancing the heart with the dollar.” In other words, everything teammates accomplish is intended to weigh their own needs with the needs of both the business and the consumer.

Kimberly L. , New Member Enrollment

Help our members move forward and get on a path to a better financial future with personal loans, home loans, and help with debt to solve their unique needs. Our sales teams are a collaborative group of individuals from all backgrounds working to bring our mission to life with an empathetic touch.
Nathan G.

We’re in this together, changing the lives of our teammates and the everyday consumer with each action we take.

Nathan G. , New Member Enrollment

One of the best parts about our sales team is the top-tier education and training during the onboarding process. We’re thrilled to teach, develop and empower people who have a passion for changing the future and provide opportunities to become leaders while building a meaningful career.
Marlene Simpson

According to Marlene Simpson, the role of unit manager at personal finance company Achieve is a balancing act between achieving business goals and measuring the daily impact the sales team has on customers’ lives.

Marlene Simpson, Unit Manager

“My role isn’t just about managing a floor; it’s about leading a team of consultants who are often the first point of contact for people in real financial distress... Having joined Achieve in September, the most rewarding part of my week is witnessing the 'click' — that specific moment when the coaching we’ve worked on together translates into a tangible win for an agent. Being relatively new to this team, I’ve been heavily focused on building authentic connections and earning my agents’ trust. The highlight of my week is when an agent comes back to me after a call, excited to share that they implemented a specific strategy from our session and it directly led to a new enrollment. It’s incredibly fulfilling to receive that feedback."

What People Are Saying About Achieve

  • Mission & Purpose: Feedback suggests sales work is framed as consultative and member‑focused—helping consumers improve their financial futures across debt relief, personal loans, and home‑equity solutions—which many find meaningful. Company values like Care, Collaborate, Get Better, and Act with Integrity are emphasized in the sales context.
  • Learning & Development: Feedback suggests a coaching‑heavy environment with structured onboarding (e.g., Sales Readiness Program), daily huddles, side‑by‑sides, and real‑time feedback that clarify expectations and support growth. Built In profiles and employer materials highlight collaboration, enablement, and clear paths to advance.
  • Compensation: Feedback suggests roles commonly offer a base/hourly plus uncapped commission with recognition for over‑achievement, creating real upside for consistent performers. Employer messaging and sales posts underscore that strong execution can translate into higher earnings.

What People Are Saying About Achieve

  • Work-Life Balance: The San Mateo (HQ) hub operates within a remote/hybrid model, enabling a mix of at-home focus time and in‑office collaboration. This flexibility is positioned as part of the company’s hub strategy across locations, including San Mateo.
  • Learning & Development: In California hubs that include San Mateo, hybrid work combined with in‑office training is highlighted as strengthening team cohesion. This setup points to structured, hands‑on development opportunities available locally.
  • Team Support: Bay Area teams are described as collaborative with floor leadership and cross‑functional support, indicating accessible guidance and coordination in San Mateo. Colleagues in this hub benefit from on‑site leadership presence alongside broader team resources.

Recently posted jobs

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Manager, Mortgage Advisor

3 Days AgoSaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Leads and supervises mortgage advisor sales agents, ensuring sales goals, KPIs, regulatory requirements, underwriting standards, and operational targets are met. Responsibilities include coaching, training, performance management, sales reporting, process improvement, delegation, and collaboration with sales support teams. The role requires mortgage sales leadership experience, active NMLS registration, applicable state licensing, and knowledge of mortgage products and underwriting guidelines.
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Debt Settlement - Administrative Back Office

6 Days AgoSaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Reviews creditor documents, researches and updates account information, contacts creditors by phone and email, processes authorization and power-of-attorney requests, and prepares enrolled accounts for debt settlement. The role requires accurate multitasking, deadline management, attention to detail, and achievement of individual and team performance metrics while supporting multiple business units.
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Senior Loan Sales Consultant

9 Days AgoSaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Close personal loan sales from warm leads within one to two calls, manage up to 20 active transactions, identify customer needs, explain loan solutions, maintain accurate CRM records, and exceed sales targets. The role requires inside sales expertise, commission-based closing experience, weekend availability, and temporary onsite training in Tempe, Arizona. Work is hybrid in the Phoenix area and remote in Texas and Florida.
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At a glance

monthly uncapped commission and weekly spiffs

Sky's the limit

mentorship and leadership opportunities

We care about our members

fulfilling career pathing

Internal mobility options

comprehensive, paid training

Empathetic problem solvers wanted

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