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Inside Sales Specialist - Loans

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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.

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: April 21, 2025

Shift: Monday-Friday

Hours: 8-hour shift between the hours of 6:00am- 8:00pm (PST)

Compensation: $20/hr. + uncapped commission and incentives. Total Compensation: $55,000 to $60,000+ annually + benefits.

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.

Average salary estimate

$57500 / YEARLY (est.)

min

max

$55000K

$60000K

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What You Should Know About Inside Sales Specialist - Loans, Achieve

As an Inside Sales Specialist at Achieve in Tempe, AZ, you play a crucial role in transforming lives by providing innovative digital personal finance solutions. Imagine every day as an opportunity to assist customers looking to manage their financial needs, whether it’s for medical expenses, home renovations, or consolidating debt. Your primary responsibilities include guiding borrowers through the loan application process via phone and email, collecting necessary documentation, and facilitating a smooth transaction from application to closing—all in one to two calls. With a structured sales pipeline and the ability to manage up to 20 transactions, you’ll thrive in a fast-paced environment that rewards your efforts with uncapped commission and bonuses. Achieve prides itself on treating every customer with care and compassion, ensuring that they are not just numbers but valued individuals. Here, you will work collaboratively with a supportive team, benefit from flexible hybrid work options, and have access to terrific perks like wellness support programs, education reimbursement, and comprehensive health benefits. Starting your journey with Achieve means becoming part of a community that prioritizes well-being, making a real difference in people’s lives, and helping them move forward financially—all while enjoying a competitive base salary plus incentives. If you’re passionate about sales and changing lives for the better, this role is for you!

Frequently Asked Questions (FAQs) for Inside Sales Specialist - Loans Role at Achieve

What are the main responsibilities of an Inside Sales Specialist at Achieve?

As an Inside Sales Specialist at Achieve, your primary responsibilities involve engaging with borrowers through phone and email to facilitate their loan applications. You’ll collect necessary documentation, guide the transactions through underwriting, and ensure smooth closings, all while providing exceptional customer service and meeting your sales goals.