Inside Sales Representative
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-02-06
-
Sales
Business Development, Financial Sales
This role will begin remote and transition to a hybrid schedule (at least 1 day a week in office) once our Las Vegas office opens.
About Point✨ Real Impact, Real People: Our mission at Point is to make home ownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.
✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, West Cap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.
✨ Game-changing Product: We building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers.
✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.
About the roleJoin our team as an Inside Sales Representative, where you will 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 (heavy phone call volume), ensuring compliance with company policies, industry regulations, and legal requirements. Continuously develop your skills in sales, customer service, and pipeline management, and take on special tasks that contribute to the company growth and profitability.
*** Ideal candidates will have experience making 40+ calls/day in a sales environment and closing/converting prospects***
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.
Customer Service
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.
Compliance
Stay up to date with company policies, industry regulations, and legal requirements.
Knowledge and Skill Development.
Attend department meetings, sales meetings, 1:1 s, and company all-hands.
Complete assigned trainings.
Special Tasks
Perform ad hoc sales tasks as they arise.
About youAt 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.
Bachelor’s degree in Finance, Business, or a related field is preferred but not required.
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.
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 that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check.
Point will cover all costs associated with obtaining your MLO license.…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).