Inside Sales Representative (Now Interviewing for Upcoming Classes)

Summary

Achieve is a digital personal finance company providing personalized financial solutions such as personal loans, home equity loans, debt consolidation, financial tools, and education. The Inside Sales Representative will guide members through digital finance solutions by managing warm leads, identifying financial needs, closing sales, managing a sales pipeline, and meeting performance goals.

Responsibilities

• Engage Warm Leads: Manage high-volume outbound dials (up to 100+ daily)
• Consult & Close: Lead consultative, one-call or two-call closes by identifying customer pain points, uncovering financial needs, and articulating the value of our financial products
• Own Your Pipeline: Efficiently manage, prioritize, and follow up on a dynamic pipeline ranging from 20 to 200+ active leads/transactions without letting opportunities slip through the cracks
• Balance Empathy & Direction: Build trust quickly during sensitive financial conversations, guiding clients through emotionally complex decisions toward clear solutions
• Crush Your Metrics: Consistently meet and exceed daily, weekly, and monthly sales targets, schedule adherence, and conversion goals to maximize your earnings
• CRM Navigation: Utilize Salesforce to track lead activity, document interactions, and maintain high pipeline accuracy

Skills

• * **Sales Experience:** 2–3+ years of successful inside sales, outbound call center, or financial/consultative sales experience
• * **Proven Track Record:** History of succeeding in a fast-paced, goal-driven, commission-heavy environment
• * **Communication Skills:** Strong ability to build quick rapport, handle objections, and influence decision-making with empathy and authority
• * **Tech Savvy:** Proficiency with CRMs (e.g., Salesforce) and digital sales tools while maintaining high-energy interactions
• * **Organization & Drive:** Excellent time-management skills to prioritize lead follow-ups independently, paired with a desire to accept coaching and continuously improve
• * **Education:** High School Diploma or equivalent required

Qualifications

Must Haves

• * **Sales Experience:** 2–3+ years of successful inside sales, outbound call center, or financial/consultative sales experience
• * **Proven Track Record:** History of succeeding in a fast-paced, goal-driven, commission-heavy environment
• * **Communication Skills:** Strong ability to build quick rapport, handle objections, and influence decision-making with empathy and authority
• * **Tech Savvy:** Proficiency with CRMs (e.g., Salesforce) and digital sales tools while maintaining high-energy interactions
• * **Organization & Drive:** Excellent time-management skills to prioritize lead follow-ups independently, paired with a desire to accept coaching and continuously improve
• * **Education:** High School Diploma or equivalent required

Benefits

• Uncapped commission
• Spiffs and incentives
• Hybrid work opportunities for candidates local to Phoenix, Arizona
• Remote work opportunities in Texas
• Flexible 8-hour shifts available between 6:00 AM – 8:00 PM (MST/PST)
• 401 (k) with employer match
• Medical, dental, and vision with HSA and FSA options
• Competitive vacation and sick time off
• Dedicated volunteer days
• Employee Assistance Program
• Physical and mental health wellness programs
• Fitness discounts
• Up to $5,250 paid back to you on eligible education expenses
• Pet care discounts
• Financial support in times of hardship through the Achieve Care Fund
• Six employee resource groups