Service Finance Inside Sales Representative

Truist; Boca Raton (FL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k plan

Paid time off

Job summary

Truist is seeking a Service Finance Inside Sales Representative in the United States to acquire, onboard, and manage 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.

In this role you will prospect leads, present financing options, guide onboarding, and maintain strong partner relationships while meeting monthly quotas.

Qualifications

• Bachelor’s degree or equivalent combination of education and related work experience.
• 2+ years of inside sales, account management, or business development experience (B2B preferred).
• 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.

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 onboarding, including documentation, training, and activation.
• Build and maintain relationships with a portfolio of 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 teams to improve partner experience and retention.
• Maintain accurate records of sales activities and pipeline in the CRM system (Salesforce).
• Stay up to date with product features, pricing, market trends, and competitor offerings.

Skills

Inside sales

Account management

Business development

Communication

Organization

Tech-savvy

Sales targets

CRM experience (Salesforce)

Education

Bachelor’s degree or equivalent

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)

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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 About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.