Remote (City)

Achieve is hiring an Inside Sales Representative- Loan Consultant

About the Role

Achieve is looking for an Inside Sales Representative - Loan Consultant II to help customers secure personal loans for expenses like medical bills or debt consolidation. At Achieve, we help everyday people move from struggling to thriving, and you will be a key part of that mission by facilitating the loan application process.

What You'll Do

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

What We're Looking For

  • 3+ years of recent experience as an inside sales representative.
  • Experience working in a highly commission-driven environment.
  • 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.

Nice to Have

  • Preference for those who’ve worked in a fast-paced call center and short sales cycle environment.

Benefits & Compensation

  • Compensation: $85,000 to $130,000+ annually + benefits.
  • Hybrid and remote work opportunities for certain roles.
  • 401(k) with employer match.
  • Medical, dental, and vision with HSA and FSA options.
  • Competitive vacation and sick time off, plus dedicated volunteer days.
  • Access to wellness support via Employee Assistance Program and health programs.
  • Up to $5,250 reimbursement for eligible education expenses.
  • Pet care discounts.
  • Financial support via the Achieve Care Fund.
  • Commitment to diversity and inclusion through employee resource groups.

Work Mode

This role is remote and open to candidates in the Dallas and Houston, TX metro markets.

Achieve is an equal opportunity employer.

Required Skills
Inside SalesLoan ConsultationCustomer ServiceCommunicationFinancial ProductsSales TargetsCRM SoftwareOutbound CallingFinancial Regulations
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About company
Achieve

Achieve is a leading digital personal finance company that helps everyday people move from struggling to thriving by providing innovative, personalized financial solutions including personal loans, home equity loans, debt consolidation, financial tools and education.

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Job Details
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Posted 3 months ago