Associate

Summary

Join Truehold, a rapidly growing startup transforming home equity access, and make a meaningful impact on homeowners' financial lives. As a Truehold Associate, you'll be the first point of contact for potential customers, providing honest and helpful experiences. Your responsibilities include making numerous daily phone calls, understanding individual seller motivations, managing leads in Salesforce, meeting performance goals, and collaborating with various teams. This role requires strong customer-facing sales experience, proficiency with CRM systems, and the ability to work a specific schedule. Benefits include a collaborative culture, competitive compensation and benefits, 401(k) matching, PTO, sick time, and paid holidays.

Requirements

• Ability to work a schedule of Monday-Friday from 11am-8pm EST, plus two weekend days a month
• Some holidays are also required
• Ability to adapt through changing needs
• Experience in customer-facing, relationship-building sales
• Proficiency with CRM and other technology tools

Responsibilities

• Making 100-150 dials (phone calls) per day
• Discovering each individual seller’s motivation and educating them on how Truehold can meet their needs
• Managing and scoring a large lead volume in Salesforce CRM
• Meeting or exceeding expected benchmarks, including daily and monthly goals and metrics
• Partnering with teams across the business, including Marketing and Real Estate

Preferred Qualifications

Experience in phone sales, Senior Housing, and/or Real Estate is a plus

Benefits

• A collaborative, people-first culture with a passion for doing good and enjoying it
• A unique opportunity to build our brand in the early stages
• Competitive benefits and compensation, including 401(k) w/match
• PTO and sick time
• 9 paid holidays