Inside Sales – Financial Services

Royal United Mortgage LLC; Indianapolis (IN); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Paid training

Bonus opportunities

Career advancement

Job summary

Royal United Mortgage LLC, based in Northeast Indianapolis, is looking for a Loan Advisor who will connect with clients over the phone, listen to their goals, and help them secure mortgage options. We provide a paid hands-on training program designed to build knowledge, tools, and confidence, even if you have no prior mortgage experience.

You’ll join a supportive, fast-paced team with strong communication expectations and opportunities for career growth in sales and financial services.

Qualifications

• Inside sales, outbound sales, retail sales, customer service, leadership, hospitality, service industry or business development experience
• Experience working toward sales goals or performance metrics
• Strong phone communication and relationship-building skills
• Lead management and sales pipeline experience
• Consultative selling or customer needs assessment
• Interest in sales, financial services, or mortgage lending

Responsibilities

• Conduct outbound sales calls to potential clients (warm leads provided)
• Understand customer needs, then prepare and present tailored mortgage products
• Educate customers on financial solutions through a consultative sales process
• Manage your sales pipeline and follow up consistently with your clients all the way through their closing
• Achieve daily, weekly, and monthly sales goals with support from leadership

Skills

Phone communication

Sales mindset

Relationship-building

Lead management

Consultative selling

Goal oriented

Financial services interest

Tools

CRM software

Phone system

Job description

Royal United Mortgage is a proudly employee-owned mortgage lender that since 2008 has helped thousands of families nationwide make smarter, more confident financial decisions. We’re hiring motivated professionals to join our team as a Loan Advisor. Based in Northeast Indianapolis, we have been recognized as:

• An Indy Star Top Workplace for 18 years in a row
• Healthiest Employer of Indiana
• One of Glassdoor’s Best Places to Work
• The Top Lender in the Lending Tree network with 4.9/5 stars and a 98% customer satisfaction rating!

About The Role

As a Loan Advisor, you’ll connect with clients over the phone, listen to their goals, and help them secure mortgage options to improve their financial future. We don’t just sell loans; we offer education and support every step of the way. Previous mortgage experience is not required. We provide a paid hands-on training program designed to give you the knowledge, tools, and confidence to succeed in this role. We are searching for individuals with strong communication skills and an interest in developing their career in sales.

Qualifications:

• Inside sales, outbound sales, retail sales, customer service, leadership, hospitality, service industry or business development experience
• Experience working toward sales goals or performance metrics
• Strong phone communication and relationship-building skills
• Lead management and sales pipeline experienceConsultative selling or customer needs assessment
• Interest in sales, financial services, or mortgage lending

What You’ll Do

• Conduct outbound sales calls to potential clients (warm leads provided)
• Understand customer needs, then prepare and present tailored mortgage products
• Educate customers on financial solutions through a consultative sales process
• Manage your sales pipeline and follow up consistently with your clients all the way through their closing
• Achieve daily, weekly, and monthly sales goals with support from leadership

What We Offer

• Comprehensive paid training in mortgage lending, sales, and financial advising, with immediate bonus opportunities
• Career advancement based on sales performance, not tenure, and a clearly defined path where all promotions come from within
• A supportive, fast paced, and fun team environment

Why Join Royal United Mortgage?

• Employee-owned, values-driven company recognized for our in-depth training and competitive culture
• Opportunities to grow in a stable, high-demand industry; we believe in only promoting from within
• Full benefit package including medical, dental, vision, 401k matching, HSA matching, paid gym membership, sales incentives, internal promotions
• A chance to make a positive difference in people’s lives

Job Type: Full time; 40-45 hours/week

Location: Onsite. 10194 Crosspoint Blvd, Suite 110, Indianapolis, IN 46256