Sales Associate

Bluegrass Lending Group; Louisville (KY); On-site; USD 42,000 - 68,000; Full time

Job summary

Bluegrass Lending Group, a Louisville-based financial services company, is seeking a Sales Associate to join the team on-site in Louisville, KY. The role centers on engaging clients, explaining lending products, and guiding applicants through the sales and approval process.

Daily outreach via phone, email, and in-person meetings is required, with responsibilities that include consultations, CRM updates, and collaboration with account executives to tailor lending solutions.

Qualifications

• Strong sales, customer service, and client relationship skills, with the ability to communicate lending solutions clearly and professionally.
• Solid organizational, time management, and follow-up skills to manage multiple client interactions and documentation efficiently.
• Proficiency with basic office software and CRM or sales tracking systems, and comfort working with digital tools to support daily activities.
• Knowledge or interest in lending, finance, or banking, and the ability to learn new products and industry regulations quickly.
• Excellent verbal and written communication skills, including active listening and the ability to tailor messages to diverse audiences.
• High level of integrity, attention to detail, and commitment to compliance and ethical business practices.

Responsibilities

• Engage prospective and existing clients, explain lending products, and guide clients through application and approval processes.
• Perform daily outreach via phone, email, and in person; schedule and conduct consultations.
• Maintain accurate records in the company’s CRM system and assist with documentation and follow-up.
• Collaborate with account executives to structure customized lending solutions and support marketing initiatives.

Skills

Sales

Customer service

Communication

CRM proficiency

Team collaboration

Attention to detail

Education

Business/Finance degree (associate or bachelor’s)

Tools

CRM or sales tracking systems

Basic office software

Job description

Company Description

Bluegrass Lending Group is a Louisville Metro–based financial services company specializing in highly efficient, low-interest lending solutions. With offices in Lexington, Louisville, and Jeffersonville, the organization serves a broad regional client base. Senior account executives bring over 20 years of industry experience, offering applicants access to seasoned mentorship and guidance. The company focuses on staying ahead of the market by introducing new lending products as they are released, including resources such as a COVID Hub. Team members are encouraged to deliver creative, efficient lending solutions that exceed competitor offerings and support long-term client relationships.

Role Description

The Sales Associate role is a full-time, on-site position based in Louisville, KY. This role involves engaging prospective and existing clients, explaining lending products, and guiding clients through application and approval processes. The Sales Associate will perform daily outreach via phone, email, and in person, schedule and conduct consultations, and maintain accurate records in the company’s CRM system. Responsibilities include collaborating with account executives to structure customized lending solutions, assisting with documentation and follow-up, and supporting marketing initiatives and events. The role also requires monitoring industry trends, maintaining up-to-date product knowledge, and working with the team to meet sales and service targets while ensuring an excellent client experience.

Qualifications

• Strong sales, customer service, and client relationship skills, with the ability to communicate lending solutions clearly and professionally.
• Solid organizational, time management, and follow-up skills to manage multiple client interactions and documentation efficiently.
• Proficiency with basic office software and CRM or sales tracking systems, and comfort working with digital tools to support daily activities.
• Knowledge or interest in lending, finance, or banking, and the ability to learn new products and industry regulations quickly.
• Excellent verbal and written communication skills, including active listening and the ability to tailor messages to diverse audiences.
• High level of integrity, attention to detail, and commitment to compliance and ethical business practices.
• Ability to work on-site in Louisville, KY, in a team-oriented environment and collaborate effectively with account executives.
• Prior sales or financial services experience is preferred; an associate or bachelor’s degree in business, finance, or a related field is a plus.