Inside Sales Specialist- Loans

As an Inside Sales Specialist at Achieve, your main responsibilities include contacting borrowers through phone and email to guide them through the loan application process, collecting necessary documents, and ensuring the transaction moves smoothly through underwriting. You'll leverage your communication and critical thinking skills to effectively sell the benefits of our loan products and close transactions efficiently, often within one to two interactions.

To qualify as an Inside Sales Specialist at Achieve, you should have at least one year of recent inside sales experience, particularly in a fast-paced environment. Experience in a call center is beneficial, along with a strong track record in commission-driven roles. Proficiency in CRM tools like Salesforce, as well as solid organizational and computer skills, is essential.

The work environment for an Inside Sales Specialist at Achieve is dynamic and fast-paced, with a focus on team collaboration and achieving sales goals. Achieve proudly offers a hybrid work model in the Phoenix, AZ metro area, allowing flexibility and the chance to work both from home and in the office.

At Achieve, we are committed to our employees' development and well-being. As an Inside Sales Specialist, you’ll have access to educational benefits with up to $5,250 reimbursed for eligible education expenses. Additionally, we offer wellness support programs that include resources for mental well-being and fitness discounts.

The total compensation for an Inside Sales Specialist at Achieve ranges from $55,000 to $60,000 annually, complemented by uncapped commissions and incentives. This structure allows motivated sales professionals to earn significantly by exceeding their sales targets.

Handling difficult conversations requires both empathy and effective communication. Share examples of how you listen actively, acknowledge the borrower’s concerns, and provide clear, reassuring information about how Achieve's loan products can address their needs. Demonstrating your understanding of their situation while guiding them through the process showcases your customer-focused approach.

Discuss your familiarity with managing a sales pipeline, including how you prioritize leads at various stages of completion. Highlight specific tools or CRM software you've used, like Salesforce, and explain how you track progress and adapt your strategy to close deals efficiently.

Outline your methods for staying organized, such as setting daily targets, utilizing CRM systems to track leads, and following up diligently. Providing examples of how you've successfully met sales goals in the past emphasizes your drive and ability to achieve results.

Staying motivated involves setting personal challenges and celebrating small wins. Discuss your strategies for maintaining a positive outlook, such as seeking feedback, learning from setbacks, and keeping a clear view of how your efforts positively impact borrowers' lives.

Showing your knowledge of Achieve's offerings, such as personal loans for various needs like debt consolidation and home remodeling, shows your preparedness for the interview. Discuss how these solutions can help borrowers enhance their financial health and how you would effectively communicate this during sales calls.

Explain your prioritization strategy, such as using time management techniques or tools to ensure that you address urgent needs while keeping track of all transactions. Emphasizing your ability to remain organized and focused can demonstrate your suitability for the fast-paced nature of the role.

Highlight your approach to communication, such as being clear, concise, and empathetic. Provide examples of how you’ve tailored your communication style to different customer personalities, which can be crucial for building rapport and trust during the sales process.

Speak about your passion for helping others and relate it to Achieve's mission. Share how you plan to actively listen to customers’ needs and guide them towards suitable financial solutions, thus contributing to their journey towards financial stability.

Provide a specific example of a challenging sales situation, detailing the obstacles you faced and the strategies you employed to overcome them. Focus on how your persistence and tailored approach led to a successful outcome.

Discuss the significance of empathy and understanding in a sales environment, particularly in personal finance. Emphasizing the ability to connect with customers and genuinely help them aligns with Achieve’s core values and mission.