Inside Sales Representative

Newtek One®, (NASDAQ: NEWT) Your Business Solutions Company®, is a financial holding company. It and its bank and non‑bank consolidated subsidiaries provide a wide range of business and financial solutions under the Newtek® brand to the small‑ and medium‑sized business ("SMB") market. Since 1999, Newtek has offered state‑of‑the‑art, cost‑efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow sales, control expenses, and reduce risk.

Newtek One is seeking a consultative sales professional to join our inside sales team. You will be the first point of contact for prospective customers, making a high volume of outbound calls and outreach to leads. Your goal will be to identify client needs, schedule appointments, understand each business, uncover additional product opportunities, and refer qualified engagements to our lending, insurance, payroll, banking, and merchant services teams.

A core part of this role is truly understanding the client’s business model, operations, challenges, and goals, enabling you to present solutions that help them grow revenue, reduce costs, and reduce risk across their operations.

• Qualifications include but not limited to:
• High School or equivalent experience and a minimum of 2 years of inside sales or outbound telephone sales experience in a call center environment (financial services preferred). Associate degree.
• Prior experience in banking, lending, merchant, insurance or payroll services.
• Comfortable with being on video camera while engaging with clients/customers, attending company/department meetings, as required.
• Familiarity with selling multiple products in a cross‑sell.
• Proven track record of meeting or exceeding sales/lead generation.
• Comfortable making high volume outbound calls and working with.
• Strong verbal communication, active listening skills and ability to ask high‑impact.
• Ability to understand business models, cash flow, referrals and product.
• High energy, self‑starter, goal‑oriented, comfortable in a fast‑paced.
• Ability to collaborate across teams, refer clients and follow through to ensure hand‑off.
• Proficiency in using CRM software, lead tracking systems and sales productivity.
• Proficient in Windows based computer applications (Microsoft Office) and internal systems such as New tracker, and external systems such as Glia, Five
  9.

• Conduct high‑volume outbound calls to warm leads, suspended leads, click‑interest leads, and past contact.
• Engage business owners and decision‑makers in consultative conversations to uncover their current needs and future growth plans.
• Enhance customer experience and build relationships by presenting a professional image as you represent the company while being camera ready in accordance with company policies.
• Understand the client’s business, ask high‑impact questions, uncover opportunities, then recommend relevant products and facilitate referrals to lending, insurance, payroll, merchant services and.
• Achieve or exceed daily, weekly and monthly call, RID creation, appointment booking, and referral targets.
• Maintain and update CRM systems/lead trackers and accurate notes, next‑step tasks, and follow‑up.
• Use scripts and templates appropriately but adapt based on client responses.
• Jump quickly from one call to the next, minimizing lag time or wasted.
• Collaborate closely with lending, insurance, payroll and banking lines to ensure a smooth delivery of high‑quality.
• Participate in training, coaching and feedback sessions to improve call quality, business acumen and product.
• Adhere to all regulatory, compliance and internal policy requirements in every client.

Newtek One offers a competitive salary and an annual performance‑based bonus program to reward your results. We provide our employees with an excellent comprehensive benefits package including medical, dental, vision, supplemental benefits, and a 401(k) savings plan with an employer match. Ongoing training on sales techniques, industry, and competitive landscape to support your career growth.

Newtek is an Equal Opportunity Employer; M/F/D/V. We require all our employees to perform work in an ethical manner and always uphold our Code of Business Conduct and Ethics.

Entry level

Full‑time

Sales and Business Development