Inside Sales Representative

What you'll do:
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.

Hybrid/Remote work: We offer hybrid work options for candidates local to Phoenix, Arizona. We also offer remote work options in Texas.
Shifts: Flexible 8-hour shifts available between 6:00 AM - 8:00 PM (MST/PST). Options may include Monday-Friday schedules as well as schedules including one weekend day (Saturday or Sunday).
Total Compensation: Our sales roles offer on-target earnings of $80,000 - $130,000+ per year (Hourly Base + Uncapped Commission + Spiffs & Incentives).
Qualifications
What you'll bring:
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.

Additional Information
Achieve well-being with:
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, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, physical and mental health wellness programs and fitness discounts
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Skills Required
2-3+ years of successful inside sales, outbound call center, or financial/consultative sales experience
Proven track record of success in fast-paced, commission-heavy environments
Proficiency with CRMs (e.g., Salesforce) and digital sales tools
Strong communication skills: build rapport, handle objections, influence with empathy
Excellent time-management and pipeline prioritization skills; ability to follow coaching
High School Diploma or equivalent