Inside Sales Agent (Financial Services)

Tort Intake Professionals; Phoenix (AZ); On-site; USD 17,000 - 25,000; Full time

Benefits offered by this job

Uncapped commission

Paid training

Health Insurance

Dental Insurance

Vision Insurance

PTO

Life Insurance

HSA

Monthly bonuses

Job summary

Point Break Financial in Phoenix is seeking Enrollment Specialists to convert inbound leads into debt relief solutions. You will consult with clients, enroll them in suitable programs, and manage your pipeline with CRM tools.

A high-energy team environment, comprehensive training, and uncapped commissions drive earning potential. The role offers base pay starting at 15.15 USD/hour, paid training, benefits, and opportunity to surpass six figures with performance.

Qualifications

• At least one year of consultative sales experience (preferred).
• At least one year in financial services sales (preferred).
• Strong communication and interpersonal skills.
• Bilingual (English/Spanish) a plus, but not required.

Responsibilities

• Handle inbound/outbound calls and follow up with warm leads.
• Consult with prospective clients to evaluate financial situations and options.
• Enroll clients in suitable debt relief programs.
• Use CRM to manage pipeline and track follow-up opportunities.
• Commit to learning and improving as a consultative closer.
• Thrive in a high-energy, goal-driven team environment.
• Other duties as assigned.

Skills

Consultative sales

Financial services sales

Communication skills

CRM experience

Tech proficiency

Bilingual English/Spanish

Tools

CRM software

Job description

Description

Unlock a High-Earning Career in Debt Relief

Are you driven by purpose and income potential? Do you want to make a meaningful impact while building a financially rewarding career? Join a fast-growing national law firm at the forefront of the debt relief industry and help Americans find a path to financial freedom.

We’re seeking passionate and results-oriented Enrollment Specialists to join our team. You’ll receive high-quality inbound leads—no cold calling required—and offer solutions that truly change lives.

Why This Opportunity Stands Out:

As total household debt reaches unprecedented levels, the demand for effective debt relief solutions is skyrocketing. You’ll play a vital role in connecting clients with the resources they need to regain control—whether it’s through consolidation loans (with access to 60+ lenders) or through our in-house legal debt resolution program that stops harassment and eliminates debt.

What You'll Do:

• Handle inbound/outbound calls and follow up with warm leads generated through multiple marketing campaigns.
• Consult with prospective clients to evaluate their financial situation and offer tailored debt relief options.
• Enroll clients in suitable programs and help them begin their path to financial recovery.
• Use CRM tools to manage your pipeline and track follow-up opportunities.
• Commit to learning and improving as a consultative closer.
• Thrive in a high-energy, supportive, and goal-driven team environment.
• Other duties as assigned.

What We Offer:

• Base pay starting at $15.15/hour
• Uncapped commission with agents earning over $100,000 annually
• Paid training and ongoing development in education and compliance
• Access to industry-leading products:
  • Consolidation loans from 60+ lenders
  • Comprehensive legal debt resolution representation
• High-quality inbound leads—you’ll never have to cold call
• Health, Dental, and Vision insurance
• Paid Time Off, Life Insurance, and Health Savings Account
• Bonuses: Monthly, performance-based, and more

Culture & Growth:

At Point Break Financial, we foster a positive, inclusive, and growth-driven work culture. We value your success and make significant investments in marketing, technology, and training to ensure you have every tool needed to thrive.

You won’t just be starting a job—you’ll be building a career in a recession-resilient industry that’s more relevant than ever.

Requirements

What You'll Bring:

• At least one (1) year of consultative sales experience (preferred)
• At least one (1) year in financial services sales (preferred)
• Strong communication and interpersonal skills
• High motivation and goal orientationCRM experience and basic tech proficiency
• Bilingual (English/Spanish) a plus, but not required
• Ability to reliably commute to Phoenix, AZ
• This position is in-office 5 days per week

Core Competencies

• Sales & Customer Assessment
• Customer Relationship Management
• Sales Execution
• Pipeline Management
• Collaboration & Development

Typical Work Environment/Conditions: Cubicle, air conditioned, moderate noise, extended phone (headset) and computer usage.

Essential Functions/Physical Requirements: Ability to sit for long periods of time, speak on the phone (headset), extended computer and keyboard use.

Equal Opportunity Employer

We are an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status under applicable law.