Service Finance Inside Sales Representative

Truist; Boca Raton (FL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k plan

Paid holidays

Job summary

Truist seeks a Service Finance Inside Sales Representative in Boca Raton to drive onboarding and management of contractor and dealer accounts. You will educate partners on financing programs, demonstrate platform value, and help integrate financing into their sales process to close more deals.

You will prospect, qualify leads, present products, guide onboarding, and maintain CRM records while achieving monthly quotas. A Bachelor's degree and 2+ years in inside sales or related roles are expected.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years in inside sales, account management, or business development (B2B preferred).
• Proven track record of meeting or exceeding sales targets in a phone-based environment.
• Strong verbal and written communication; confident presenting to decision-makers.
• Excellent organizational and time management skills; able to manage multiple accounts.

Responsibilities

• Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.
• Present financing products, benefits, and platform tools to prospective partners.
• Guide contractors through onboarding including documentation, training, and activation.
• Build and maintain relationships with active partners to drive usage and loan volume.
• Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.
• Collaborate with sales, marketing, and operations to improve partner experience and retention.
• Maintain accurate records of sales activities and pipeline in the CRM (e.g., Salesforce).
• Stay up to date with product features, pricing, market trends, and competitor offerings.

Skills

Inside sales experience

Strong communication

CRM proficiency

Meeting sales targets

Phone-based selling

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

Job description

Need Help?

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary:

Regular

Language Fluency:

English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

A Service Finance Inside Sales Representative will play a critical role in acquiring, onboarding, and managing contractor and dealer accounts. This position serves as the primary point of contact for prospective partners, educating them on our financing programs, demonstrating platform value, and helping them integrate financing into their sales process to close more deals.

Essential Duties And Responsibilities

• Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.
• Present and explain financing products, benefits, and platform tools to prospective partners.
• Guide contractors through the onboarding process, including documentation, training, and activation.
• Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume.
• Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.
• Collaborate with sales, marketing, and operation teams to improve partner experience and retention.
• Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce).
• Stay up to date with product features, pricing, market trends, and competitor offerings.

Qualifications

• Bachelor's degree or an equivalent combination of education and related work experience.
• 2+ years of inside sales, account management, or business development experience (B2B preferred).
• Self-motivated, goal-oriented, and eager to learn.
• Proven track record of meeting or exceeding sales targets in a phone-based environment.
• Strong verbal and written communication skills; confident presenting to decision-makers.
• Excellent organizational and time management skills; able to handle multiple accounts and priorities.
• Tech-savvy with the ability to learn and demonstrate web-based platforms.
• Proven proficiency with CRM tools (e.g. Salesforce) and Microsoft Office suite of products.

Preferred Qualifications

• Experience selling SaaS, financial products, or services to contractors or small business owners.
• Knowledge of the home improvement, remodeling, or construction industry.

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

EEO is the Law E-Verify IER Right to Work.