Service Finance Inside Sales Representative
Listed on 2026-01-15
-
Sales
Business Development
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Featured Employers
Company: Truist Financial
Location: Boca Raton, FL
Employment Type: Full Time
Date Posted: 01/12/2026
Job Categories:Banking, Computers, Software, Finance/Economics, Financial Services, Information Technology
Job Description
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Service Finance Inside Sales Representative
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:A Service Finance Inside Sales Representative will play a critical role in acquiring, onboarding, and managing contractor and dealer accounts. This position serves as the primary point of contact for prospective partners, educating them on our financing programs, demonstrating platform value, and helping them integrate financing into their sales process to close more deals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings
- Present and explain financing products, benefits, and platform tools to prospective partners
- Guide contractors through the onboarding process, including documentation, training, and activation
- Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume
- Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume
- Collaborate with sales, marketing, and operation teams to improve partner experience and retention
- Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce)
- Stay up to date with product features, pricing, market trends, and competitor offerings
- Bachelors degree or an equivalent combination of education and related work experience
- 2+ years of inside sales, account management, or business development experience (B2B preferred)
- Self-motivated, goal-oriented, and eager to learn
- Proven track record of meeting or exceeding sales targets in a phone-based environment
- Strong verbal and written communication skills; confident presenting to decision-makers
- Excellent organizational and time management skills; able to handle multiple accounts and priorities
- Tech-savvy with the ability to learn and demonstrate web-based platforms
- Proven proficiency with CRM tools (e.g., Salesforce) and Microsoft Office suite of products
- Experience selling SaaS, financial products, or services to contractors or small business owners
- Knowledge of…
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