Achieve

HQ
San Mateo
Total Offices: 3
2,231 Total Employees
118 Product + Tech Employees
Year Founded: 2002
View Website
All Teams

Achieve Sales Team

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

gallery

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 the member-first, consultative framing of Sales work makes impact tangible and motivating, especially when helping consumers navigate debt or loans. Company materials consistently position selling as purpose-led rather than purely transactional.
  • Learning & Development: Sales content highlights multi-week onboarding, structured call coaching, and ongoing enablement that reduce “sink-or-swim” ramp and support continuous skill growth. Leaders are described as spending time in the agent role and providing real-time feedback to build proficiency.
  • Compensation: Job postings signal uncapped commissions and transparent OTE ranges, indicating real upside for consistent performers in a results-driven setting. Feedback suggests earnings potential is meaningful when activity and conversion discipline are sustained.

Recently posted jobs

See all jobs at Achieve
Achieve Logo
Achieve

Data Scientist (AHL)

YesterdaySaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Develop and deploy predictive and descriptive models (including ML) across the customer lifecycle, perform deep-dive analytics, build BI to monitor program results, and partner with stakeholders to apply risk modeling and analytics to business problems.
Achieve Logo
Achieve

Personal Loan Underwriter

2 Days AgoSaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
Evaluate high volumes of unsecured consumer loan applications by reviewing credit reports, paystubs, tax returns, and bank statements to approve, deny, or request more information. Help refine underwriting guidelines and improve processes while delivering customer-focused service.
Achieve Logo
Achieve

Staff Product Designer - Temporary

3 Days AgoSaved
Hybrid
Tempe, AZ, USA
Fintech • Professional Services • Sales • Financial Services
The role involves designing user experiences to attract and convert consumers, collaborating with teams, and driving measurable business outcomes through data-driven design.
see all jobs at Achieve

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

Achieve's Teams

Achieve Sales Team
Member Services