Contractor Financing Inside Sales Pro

Truist; Boca Raton (FL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist seeks a Service Finance Inside Sales Representative in Boca Raton to drive onboarding and management of 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.

You will prospect, qualify leads, present products, guide onboarding, and maintain CRM records while achieving monthly quotas. A Bachelor's degree and 2+ years in inside sales or related roles are expected.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years in inside sales, account management, or business development (B2B preferred).
• Proven track record of meeting or exceeding sales targets in a phone-based environment.
• Strong verbal and written communication; confident presenting to decision-makers.
• Excellent organizational and time management skills; able to manage multiple accounts.

Responsibilities

• Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.
• Present financing products, benefits, and platform tools to prospective partners.
• Guide contractors through onboarding including documentation, training, and activation.
• Build and maintain relationships with 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 to improve partner experience and retention.
• Maintain accurate records of sales activities and pipeline in the CRM (e.g., Salesforce).
• Stay up to date with product features, pricing, market trends, and competitor offerings.

Skills

Inside sales experience

Strong communication

CRM proficiency

Meeting sales targets

Phone-based selling

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Truist seeks a Service Finance Inside Sales Representative in Boca Raton to drive onboarding and management of 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.

You will prospect, qualify leads, present products, guide onboarding, and maintain CRM records while achieving monthly quotas. A Bachelor's degree and 2+ years in inside sales or related roles are expected.