Inside Sales; Lead Conversion - Homeowner Financing

About Point

At Point, we’re on a mission to make home ownership more valuable and accessible for our customers. Home ownership is often a long, highly unique, and personal journey. By unlocking the potential hidden in home equity, we help homeowners gain financial flexibility, build debt resiliency, and accelerate their life‑changing goals. With over $175 M in backing from world‑class investors like Andreessen Horowitz, Greylock, and Prudential, we’re scaling quickly and you will have a front‑row seat to building something category‑defining.

• Meaningful Impact: Help homeowners find the gap and a path forward when the money they need seems inaccessible.
• High‑performance Culture: We value grit, ambition, discipline, and a relentless drive to improve so that we can best serve our customers.
• Trust & Credibility: 4.7 Trustpilot rating, A+ from the BBB.
• Remote‑First Team: Thrive from anywhere in the U.S., while staying deeply connected through virtual collaboration and gatherings.

• Maximize lead‑to‑funding conversion: Maximize conversion from marketing‑qualified lead to funding while delivering an excellent homeowner experience.
• Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinges on rapidly moving homeowners to next steps while protecting pipeline discipline and high‑quality documentation.
• Convert with consultative selling: Run high‑volume call blocks, uncover homeowners’ goals with empathy, tailor financing options, set clear expectations, and confidently drive towards funding decisions.
• Drive your own growth: Participate actively in role‑plays, call reviews, and coaching. Plan your day, track performance, test new tactics, and iterate for performance based on results.
• Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback to refine sales effectiveness and process improvements.

• Earning potential: Earnings scale directly with activity, consistency, and overall pipeline execution efficiency.
• Equity & ownership: You share in our mission and our future.
• Purposeful work: This isn’t transactional selling. You’re personally helping hundreds of homeowners each year improve their lives and financial outcomes.
• Real recognition: We publicly celebrate performance and provide meaningful advancement opportunities.
• World‑class support: Weekly coaching, clear metrics, and strong leadership help you win.

• Top‑tier performer: You don’t just hit your quota; it’s your professional goal to exceed it consistently.
• Mission‑aligned: You believe in our product’s impact and truly want to guide qualified homeowners to make well‑informed, future‑oriented decisions.
• Curious and coachable: You absorb feedback, experiment, and continuously improve.
• Highly organized: You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow‑up with prospects across multiple funnel stages.
• Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.
• Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You embrace change, learn from failure, and find resilience through consistent reflection and accountability.

• 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.
• 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,…