Pointdigitalfinance

Pointdigitalfinance

Inside Sales

United States · Contract

Sponsorship not specifiedDetected 7 days ago
SalesforceCRMSalesOutbound SalesCustomer SuccessAR/VRLeadershipCommunicationCollaborationProblem SolvingMentoringAdaptabilityOrganizational SkillsUnderwriting

About the role

  • Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria.
  • Share feedback from the front line to refine sales effectiveness and process improvements.
  • You must secure this license within 60 days of your start date and keep it in good standing throughout your employment.

Responsibilities

  • Maximize lead-to-funding conversion: By understanding our prospects and their dynamic needs to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience.
  • Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads.
  • Convert with consultative selling: Run high‑volume call blocks, uncover homeowners' goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions.
  • Drive your own growth: Play an active participant to role-plays, call reviews, coaching, and improving conversion metrics and KPIs. Plan out your day, track performance, test new tactics, and iterate for performance based on results.
  • Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements.
  • Earning potential: Your ambition drives your income. Earnings scale directly with activity, consistency, and the overall efficiency of pipeline execution.
  • World-class support: Weekly coaching, clear metrics, and strong leadership that help you win.
  • Clearly set expectations and confidently drive towards funding decisions.
  • You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel.
  • To support new hires during their ramp-up period, we provide a $1,500 monthly commission guarantee for the first 3 months.

Requirements

  • At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.
  • Experience managing a customer pipeline and driving deals to close.
  • Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire
  • multi-state licensing may be required.
  • Familiarity with U.S. real estate or mortgage processing is helpful but not required.
  • Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required.
  • As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check.
  • Strong computer skills, attention to detail, and a proactive, problem-solving mindset.
  • Excellent communication skills, adaptable to change, and a collaborative team player.
  • Must be able to travel for two mandatory onsite events per year.
  • Must have a home office and be able to operate in a space without outside distraction.
  • This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check. Point will cover all costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements.
  • Point has detailed the expected annual base salary and OTE for this role:

Nice to have

  • Bachelor's degree in Finance, Business, or a related field is preferred but not required.
  • Comfortable using G Suite tools (Gmail, Calendar, etc.)
  • CRM experience (like Salesforce) is a plus.

Compensation

  • All US metro areas | $60,000 base (this is a non-exempt role with overtime eligibility )
  • For those meeting their targets, the expected On-Target Earnings (OTE) is approximately $90,000 in the first year. However, since commission is uncapped, top performers can earn well above OTE.
  • Must be able to travel for two mandatory onsite events per year.

Benefits

  • We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
  • We provide monthly stipends for internet, mobile plans, wellness perks, a one-time home office reimbursement, and company provided equipment including a MacBook and monitor.
  • We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class.
  • Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
  • Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends.
  • In states without PFL, Point offers up to 8 weeks of paid parental leave.
  • Equity: We offer meaningful equity because we believe in sharing the value you help create.
  • Your contributions directly impact our growth, and your equity gives you a stake in our future success.
  • Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
  • Flexible remote and onsite work: Our teams work from many different locations and time zones.

Company info

  • Our mission at Point is to make homeownership more valuable and accessible.
  • Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.
  • We're building a category defining company in home equity.
  • We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.
  • Our employees love working here!
  • We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.
  • Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.
  • Local or 100% Remote
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This listing is sourced directly from Pointdigitalfinance's careers page and normalized into a canonical job model.