Inside Sales Representative

Triad Financial Services, Inc.; Canada; On-site; CAD 59,000 - 72,000; Full time

Job summary

Triad Financial Services, Inc. in Toronto, Ontario, is seeking an Inside Sales Representative to grow loan originations by building relationships with RV and Marine dealerships.

You will be the primary contact for assigned dealers, helping them structure finance opportunities and understand Source One's lending programs. The role emphasizes proactive outbound outreach, dealer onboarding, and ongoing support to increase funded loan volume.

Qualifications

• Must build strong relationships with dealers.
• Excellent communication and follow-up skills.
• Ability to manage multiple dealers simultaneously.
• Proactive, self-motivated mindset with organized work habits.

Responsibilities

• Manage a portfolio of assigned dealerships.
• Develop relationships with F&I Managers, Sales Managers and Dealer Principals.
• Drive applications and booked loans via outbound outreach.
• Coordinate with underwriting to structure financing.
• CRM documentation and regular dealer communication.

Skills

Relationship building

Self-motivation

Organized

Multi-dealer management

Professional phone presence

Strong follow-up

Problem solving

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time TORONTO, ON, CA

Salary: $65,000.00 Annually

Position Summary

The Inside Sales Representative is responsible for growing loan originations by building strong relationships with RV and Marine dealerships through proactive outbound communication, responsive dealer support, and consistent follow-up. This role serves as the primary point of contact for assigned dealerships, helping dealers structure finance opportunities, understand Source One's lending programs, and ultimately increase funded loan volume.

Success is measured by booked deals, dealer engagement, portfolio growth, Look-to-Book performance, and dealer satisfaction—not simply call volume.

Primary Responsibilities

Dealer Relationship Management

• Manage a portfolio of assigned dealerships
• Develop relationships with F&I Managers, Sales Managers and Dealer Principals
• Become the first call for financing questions and deal structuring
• Maintain regular contact with every assigned dealer
• Conduct dealer onboarding and product training
• Promote Source One programs, promotions and lending enhancements

Business Development

• Increase applications and booked loans from existing dealers
• Prospect new dealers assigned by management
• Identify opportunities to capture additional market share
• Execute monthly sales campaigns and dealer contests

Deal Structuring

• Review applications with dealers
• Work closely with Underwriting to find a path forward whenever possible
• Communicate approvals, stipulations and funding requirements quickly
• Educate dealers on maximizing approval odds

Daily activities include:

• Review and follow-up on turndowns
• Re-engagement of inactive dealers
• CRM documentation

Key Performance Indicators (KPIs)

Performance will be evaluated using:

Production

• Monthly Booked Deals
• Funded Loan Volume
• Applications Submitted
• Look-to-Book %
• Application-to-Funding %
• Active Dealers Contacted
• Dealers Funding
• New Dealer Activations
• Daily outbound activity
• Follow-up completion
• CRM documentation
• Response time
• Dealer issue resolution

Required Skills

• Relationship builder
• Self-motivated
• Organized
• Ability to manage multiple dealers simultaneously
• Professional phone presence
• Strong follow-up habits
• Problem solving mindset

What Success Looks Like

• Is the dealer's first phone call
• Understands Source One programs inside and out
• Thinks like a business partner—not an order taker
• Consistently grows booked loan volume

Core Behaviors

Every Inside Sales Representative should embody Source One's values:

• Relationships First – Every dealer interaction builds trust.
• Find a Path Forward – Work collaboratively with underwriting to solve problems whenever possible.
• Fast Communication – Dealers should never wonder what's happening with their deal.
• Own the Dealer Experience – Take responsibility from application to funding.
• Continuous Improvement – Always look for opportunities to increase applications, approvals, and funded deals.