Inside Sales - Financial Concierge

ElderLife Financial Services; Hendersonville (TN); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

401k plan

Medical coverage

Dental coverage

Vision coverage

Life insurance

Disability insurance

Training program

Job summary

ElderLife Financial Services in Hendersonville, TN is hiring energetic sales professionals to guide families through financial options for senior living. You will handle inbound inquiries, qualify leads, and contribute to a mission-driven team.

The role offers paid training, no licensing required, and a base hourly wage with monthly bonuses. Work in-office Monday–Friday 8–5 as part of the Financial Concierge team.

Qualifications

• Experience in fast-paced sales, phone-based or call center environments preferred.
• Strong communication with seniors and families during transition to senior living.
• Creative problem solving while ensuring compliance with financial practices.
• Self-motivated with a 10–20 loan pipeline and ability to generate new leads via technology and follow-up.
• Proficient with keyboarding, Google Workspace, Slack and Salesforce or similar CRM.

Responsibilities

• Build the loan pipeline for ElderLife Financial's Financial Concierge team or provide information on VA benefits software.
• Identify and pursue new business opportunities from inbound inquiries.
• Qualify leads with empathy and prioritize opportunities that meet company goals.
• Collaborate with processing and underwriting for smooth onboarding of new clients.
• Maintain records of sales activities using Salesforce and our process.
• Listen to families’ needs to recommend the best financial solutions.
• Paid training, no licensing required.

Skills

Phone sales

Empathy with seniors

Lead qualification

CRM software

Inbound lead handling

Education

High school diploma or equivalent

Job description

ElderLife Financial, a business unit of SilverAssist, is located in Hendersonville, TN. Our teams are dedicated to helping families navigate the financial side of senior care, including financial opportunities for veterans. As demand for senior care solutions continues to grow, we are expanding our team and seeking energetic, motivated sales professionals who are passionate about making a meaningful difference.

About our Role

As a Financial or Client Success Specialist, you will be the first point of contact for families exploring financial solutions for senior living and care. you'll guide them through available options, answer questions, and help them take the next steps toward securing care for their loved ones. This role blends sales, service, and problem-solving—and is ideal for someone who enjoys relationship-building in a mission-driven environment

.

ElderLife Financial is the only company in the nation that provides coordinated financial resources for those in transition to senior living. Every day, new families are transitioning a loved one into senior living and need additional funds for the upfront expenses. The ElderLife Bridge Loan is a short-term unsecured financing option created specifically for seniors that need quick access to funds to pay for a move to senior living while waiting for funds to arrive from a home sale or VA Benefits.

We understand that lending can be an up and down business, however we have inbound leads with no cold calling from our over 4000 Assisted Living communities, a massive web presence and strategic partners so our Financial Concierge team members have more leads t

hanthey can handle.

Essentials duties and responsibilities:

• As an advocate for the family, you will help build the loan pipeline for ElderLife Financial's Financial Concierge team or provide information on the AidandAttendance software for VA benefits.
• Identify and pursue new business opportunities through outreach from inbound inquiries.
• Use empathy and skillset to qualify and prioritize potential leads, ensuring they align with company goals.
• Collaborate cross-functionally with processing and underwriting to ensure a seamless transition of new clients and drive revenue growth.
• Keep accurate records of all sales and prospecting activities, using SalesForce and our integrated sales process.
• Actively listen and assess families' needs to recommend the best solutions.
• Paid training, no licensing required.

Required skills & experience

• Experience in a fast-paced sales type role, particularly in a phone-based or call center environment ideal.
• Great communicator who is outgoing, compassionate and empathetic to seniors and families during this difficult transition to senior living.
• Creative problem solver who is able to maintain compliance with financial and lending practices.
• Coachable, able to follow instructions, and maintain a personal pipeline of 10-20 in process loans while continuing to originate new applications and new leads through technology and excellent follow up skills.
• Proficient keyboarding skills, use of Google Workspace, Slack and ability to learn Salesforce or other future CRM software.

Work in-office at our Hendersonville, TN location - Monday through Friday 8 - 5 pm.

Education:

• High school diploma or equivalent

Compensation and Benefits

• In return for your hard work, we offer a competitive hourly base wage along with the opportunity to earn monthly performance-based bonuses.
• Our first-year average total compensation including base wage and bonus ranges from $50k to $70k with many current team members earning upwards of $80k to $90k.
• We also offer a 401k plan and medical coverage including health, dental, vision, life, and disability insurance.
• We work to maintain the best possible environment for our employees, where people can learn and grow with the company.
• We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.
• We provide a comprehensive training program and continuing development programs to help you grow your career.