The Role
The Inside Sales Representative will make cold calls, qualify prospects, set appointments, manage leads in Salesforce, and collaborate with loan officers to boost sales.
Summary Generated by Built In
Responsibilities:
- Make high-volume cold calls to business owners and decision-makers.
- Qualify prospects using financial pre-screening questions.
- Set and confirm appointments to maximize show-up rates.
- Follow up via calls, texts, and emails to move leads through the funding funnel.
- Manage leads and opportunities in Salesforce with accurate, updated data.
- Collaborate with loan officers to convert qualified leads into funded deals.
- Track and exceed monthly/quarterly sales and activity targets.
Requirements
- Strong communication and persuasion skills (with a clear American English accent).
- Proven inside sales experience (B2B lending or financial services preferred).
- Proficiency in CRM for lead management and reporting.
- Strong follow-up skills, time management, and ability to handle high-volume calling.
- Highly organized, driven, and results-oriented.
Benefits
- Competitive base
- Performance-based incentives.
- Career growth in a fast-growing lending company.
- HMO & PTO.
Skills Required
- Strong communication and persuasion skills
- Proven inside sales experience
- Proficiency in CRM software
- Strong follow-up skills and time management
- Highly organized and results-oriented
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The Company
What We Do
Expert VA LLC provides executive-grade virtual assistant services, offering strategically matched and expertly trained virtual professionals to leaders and businesses to help them reclaim strategic time and improve efficiency.
