Reports To: COO
Location: Remote or Onsite (Hybrid Optional)
Employment Type: Full-Time / Commission-Eligible
Overview
Live Oak Financial, Inc. — a rapidly growing national collections agency — is seeking a driven and professional Sales Agent to expand our client portfolio across diverse asset classes including consumer, commercial, healthcare, subrogation, and government receivables. This role is ideal for an individual with a strong command of consultative sales, deep understanding of B2B decision cycles, and the ability to communicate the value of compliant, data-driven recovery services.
Key Responsibilities
- Client Acquisition & Pipeline Growth
- Identify, qualify, and engage new business opportunities within financial institutions, lenders, debt buyers, medical providers, and government entities.
- Develop and maintain a high-value sales pipeline using CRM tools (e.g., HubSpot, Aktos CRM, or Salesforce).
- Conduct prospect outreach via email, phone, LinkedIn, and networking events.
- Consultative Selling & Relationship Management
- Present Live Oak Financial's full suite of collection, recovery, and first-party servicing solutions to decision-makers.
- Conduct discovery sessions to assess client pain points, compliance requirements, and recovery objectives.
- Prepare tailored proposals, service agreements, and ROI models to position LOF as a long-term strategic partner.
- Strategic Coordination
- Collaborate with internal leadership, compliance, and operations to design collection campaigns aligned with client expectations.
- Support onboarding and implementation phases to ensure a seamless client handoff.
- Market Intelligence
- Monitor competitor activity, industry trends, and regulatory changes (CFPB, Reg F, FDCPA) affecting client outreach.
- Report market feedback and business opportunities directly to the executive team.
Qualifications
- Proven experience (3+ years) in B2B sales, preferably within debt collection, financial services, or outsourcing (BPO).
- Strong understanding of receivables management, contingency pricing, and legal forwarding processes.
- Exceptional communication, negotiation, and presentation skills.
- Proficiency with CRM platforms, Microsoft Office, and virtual meeting tools (Zoom, Teams).
- Self-motivated, results-oriented, and capable of operating independently in a fast-paced environment.
Compensation & Benefits
- Base Salary: Competitive (DOE)
- Commission Structure: Tiered performance incentives on new business revenue.
- Benefits: PTO, Reimbursement Accounts,
Growth Path
This is a remote position.