Inside Sales Representative

Summary

Join our team as an Inside Sales Representative and play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of homeowners through a structured sales process, ensuring compliance with company policies and regulations. Continuously develop your skills in sales, customer service, and pipeline management, and contribute to the company's growth. The ideal candidate will have experience making 40+ calls/day in a sales environment and closing/converting prospects. This is a remote position with a generous benefits package including unlimited paid time off, flexible work arrangements, and fully paid parental leave. The position requires NMLS registration and a background check. The base salary is $50,000-$70,000 with uncapped commission, and a $1,500 monthly commission guarantee for the first 3 months.

Requirements

• At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
• Experience managing a customer pipeline and driving deals to close
• Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required
• Strong computer skills, attention to detail, and a proactive, problem-solving mindset
• Excellent communication skills, adaptable to change, and a collaborative team player
• Must be able to travel for two mandatory onsite events per year
• This position requires NMLS registration under the terms of the SAFE Act and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment

Responsibilities

• Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details
• Proactively reach out to leads to complete consultative sales calls
• Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer
• Reach out to homeowners to provide pricing/product-related updates
• Respond to homeowners’ pricing/product-related questions or concerns in a timely manner
• Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance
• Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved
• Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals
• Maintain detailed notes of homeowner interactions
• Stay up to date with company policies, industry regulations, and legal requirements
• Attend department meetings, sales meetings, 1:1's, and company all-hands
• Complete assigned trainings
• Perform ad hoc sales tasks as they arise

Preferred Qualifications

• Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
• Familiarity with U.S. real estate or mortgage processing is helpful but not required
• Bachelor’s degree in Finance, Business, or a related field is preferred but not required

Benefits

• Generous health benefits
• We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA)
• Unlimited paid time off
• Recharge with unlimited paid time off and 10 company holidays
• Flexible remote & onsite work
• Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ
• Fully paid parental leave
• Point will true-up wages from state-applicable PFL earnings so that the employee’s total gross pay will be equivalent to 100% of their regular base pay, as well as two weeks of fully paid leave to be available after exhaustion of state PFL
• For employees in states without Paid Family Leave, Point will provide up to 8 weeks of paid parental leave
• In addition, all employees will receive 4 weeks of fully paid transition time. For four weeks after returning from parental leave, and following the use of all other paid leave benefits, you may work part-time, meaning two or three days per week, and receive 100% of regular base pay
• Financial wellness
• We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Full-time employees have the opportunity to take ownership in the company through equity options
• Extra work/life benefits
• We provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement