Teams at Five Star Solutions

Conduct high-volume outreach to prior business customers, understand their financing needs, assist with applications, gather documentation, recommend appropriate financial products, maintain CRM records, and transfer qualified opportunities to senior sales representatives for closing. The role requires strong communication, organization, relationship-building, analytical, and problem-solving skills in a remote, quota-driven environment.

Conduct 120–200 daily calls and multichannel outreach to past business-owner clients, assess capital needs, support financing applications, gather documentation, match prospects to financial products, update CRM records, and transfer qualified opportunities to senior sales representatives. The role emphasizes quota attainment, relationship building, organization, communication, and problem-solving in a remote, high-volume sales environment.

Conduct 120–200 daily calls and multi-channel outreach to past business clients seeking additional capital. Assess financing needs, recommend appropriate financial products, assist with applications and documentation, maintain accurate CRM lead statuses, and transfer qualified prospects to Senior Sales Representatives for closing. This remote role requires strong communication, organization, relationship-building, quota performance, and problem-solving skills.