Contractor Finance Inside Sales Pro

Truist; Boca Raton (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Job summary

Truist is seeking a Service Finance Inside Sales Representative in the United States to acquire, onboard, and manage contractor and dealer accounts. You will educate partners on financing programs, demonstrate platform value, and help integrate financing into their sales process to close more deals.

In this role you will prospect leads, present financing options, guide onboarding, and maintain strong partner relationships while meeting monthly quotas.

Qualifications

• Bachelor’s degree or equivalent combination of education and related work experience.
• 2+ years of inside sales, account management, or business development experience (B2B preferred).
• 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.

Responsibilities

• 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 onboarding, including documentation, training, and activation.
• Build and maintain relationships with a portfolio of active partners to drive usage and loan volume.
• Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.
• Collaborate with sales, marketing, and operations teams to improve partner experience and retention.
• Maintain accurate records of sales activities and pipeline in the CRM system (Salesforce).
• Stay up to date with product features, pricing, market trends, and competitor offerings.

Skills

Inside sales

Account management

Business development

Communication

Organization

Tech-savvy

Sales targets

CRM experience (Salesforce)

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

Truist is seeking a Service Finance Inside Sales Representative in the United States to acquire, onboard, and manage contractor and dealer accounts. You will educate partners on financing programs, demonstrate platform value, and help integrate financing into their sales process to close more deals.

In this role you will prospect leads, present financing options, guide onboarding, and maintain strong partner relationships while meeting monthly quotas.