Inside Sales Specialist- Loans

Posted 11 Hours Ago
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Tempe, AZ
Hybrid
55K-60K Annually
Junior
Fintech • Marketing Tech • Professional Services • Financial Services
We help people control expenses, manage debt, save money, plan ahead, and make better financial decisions.
The Role
As an Inside Sales Specialist, you'll assist customers in the loan application process by contacting them via phone and email, collecting documents, and facilitating the underwriting and closing. You'll manage a sales pipeline, meet sales goals, and utilize strong communication skills to engage borrowers effectively.
Summary Generated by Built In

Job Description
As an Inside Sales Specialist I, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. We offer a personal loan solution to customers for things such as medical expenses, home remodeling, paying off credit cards, etc. Our members love us because we offer a best in class loan product at competitive rates with fantastic customer service-all within 1-3 days from start to funding!
We are proudly offering hybrid work options in the Phoenix, AZ metro market.
Start Date: January 20, 2025
Shift: Monday-Friday
Hours: 8-hour shift between the hours of 6:00am- 8:00pm (PST)
Total Compensation: $55,000- $60,000 annually + benefits. This information represents the expected on-target earnings for this role broken down into an hourly base pay plus uncapped commissions and incentives.
What you'll do:

  • Contact borrowers via phone and email to facilitate the loan application process. Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
  • Utilize your strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
  • Manage a sales pipeline of up to 20 transactions in various stages of completion.
  • Meet daily, weekly, and monthly sales goals.


Qualifications
What you'll bring:

  • 1+ years of recent experience in an inside sales role - Preference for those who've worked in a fast-paced, short sales cycle environment.
  • 1+ years of experience in a call center.
  • Experience working in a highly commission-driven environment and proven success exceeding goals in a fast-paced, inside sales environment.
  • Strong computer and organizational skills to effectively manage a CRM tool such as Salesforce.
  • High School diploma or equivalent


Additional Information
Achieve well-being with:

  • Hybrid and remote work opportunities along with flexible time off or vacation time
  • Eligibility for the 401k is first of the month following 30 days of employment (not in your first month)
  • Medical, dental and vision with HSA and FSA
  • Complete wellness support with access to Virgin Pulse, Talkspace, and fitness discounts
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet insurance for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect with other employees through our six employee resource groups


Meet Achieve
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

What the Team is Saying

Patricia
Kris
Keisha
Andy
Roman
Carrie
Jeff
Shira
The Company
HQ: San Mateo, CA
1,800 Employees
Hybrid Workplace
Year Founded: 2002

What We Do

Formally known as Freedom Financial Network, Achieve launched in 2022 as the leading digital personal finance company helping everyday people get on, and stay on, the path to a better financial future. Achieve delivers personalized financial solutions for real people through intelligent technology and an empathetic human touch. From the single parent trying to buy a home to the overworked employee drowning in debt, we provide innovative solutions, budgeting tools, and education to help them move from surviving to thriving. We put our members first by coaching them through their financial health journey to understand what’s working for them and what’s not. Our tailored approach is designed to meet everyone where they are in life because they’re more than just a credit score.

Our people make the biggest difference. With more than 2,500 teammates between California, Arizona, and Texas, everyone collaborates together to make an impact towards our mission; to empower everyday people to move forward on a path to a better financial future.

We’re committed to fostering an environment where everyone can belong, while giving their true authentic selves a place to shine. Whether you’re in sales, member support, engineering, product design, IT or any of our other exciting roles, you’ll join a team passionate about serving our members and embracing our core values every day:

Care (For everyone)
Get Better (Every day)
Act With Integrity (Every time)
Collaborate (With everyone)

Why Work With Us

The technology we are building has real human impact to positively change the trajectory of millions of American families living with the crippling weight of consumer debt. Our growing teams are determined to get better every day through open collaboration and genuine family-like care for the whole person—engineers are never lost in the shuffle.

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Achieve Teams

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About our Teams

Achieve Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
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HQSan Mateo, CA
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Dallas, TX
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Tempe, AZ
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