Inside Sales Representative

March 19

πŸ„ California – Remote

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⛰️ Colorado – Remote

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+5 more states

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πŸ’΅ $51k - $54k / year

⏰ Full Time

🟒 Junior

πŸ§‘β€πŸ’Ό Account Executive

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Logo of Point Digital Finance, Inc.

Point Digital Finance, Inc.

Point Digital Finance, Inc. is a company offering innovative solutions for home equity investment, catering to homeowners across the United States. Founded in 2015, Point provides financial inclusion by allowing homeowners to unlock the value of their home equity with a unique Home Equity Investment (HEI) product. Unlike traditional loans, Point's HEI involves no monthly payments and has flexible credit requirements, making home equity access more attainable. The company partners with homeowners, offering a lump sum in exchange for a share in the home's future appreciation, without impacting the owner's control over their property. Point also offers a SEED down payment investment to assist future homeowners with their down payments.

πŸ“‹ Description

β€’ Join as Inside Sales Representative, generating revenue and ensuring a positive homeowner experience. β€’ Manage and nurture a pipeline of homeowners through a structured sales process with heavy phone call volume. β€’ Develop skills in sales, customer service, and pipeline management, contributing to company growth.

🎯 Requirements

β€’ Minimum 1 year of phone sales experience in financial services or related fields. β€’ Minimum 1 year of β€œclosing” experience on the product being sold. β€’ Experience managing a pipeline of customers. β€’ Must be registered, or have ability to register as a mortgage loan originator (MLO) in the NMLS. β€’ Bachelor’s degree in Finance, Business, or related field preferred but not required. β€’ Moderate to strong computer skills. β€’ G-Suite (Gmail, Google Calendar, etc.). β€’ CRM experience (Salesforce preferred but not required). β€’ Familiarity with US real estate and/or mortgage processing preferred but not required. β€’ Self-motivated and proactive. β€’ Detail-oriented with strong accuracy. β€’ Excellent communicator. β€’ Problem solver with solution-focused mindset. β€’ Adaptable to change. β€’ Team-oriented and collaborative. β€’ Attendance at two onsite events per year, which will involve travel is required.

πŸ–οΈ Benefits

β€’ Generous health benefits: medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). β€’ Unlimited paid time off: recharge with unlimited paid time off and 10 company holidays. β€’ Flexible remote & onsite work: support fully remote work and also have in-person environment at downtown Palo Alto, CA HQ. β€’ Fully paid parental leave: 100% of regular base pay after exhausting state Paid Family Leave. β€’ Financial wellness: 401K retirement plans, guaranteed life insurance, and disability coverage with options for equity. β€’ Extra work/life benefits: monthly stipends for internet, mobile plans, and one-time home office reimbursement.

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