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Achieve

Digital personal finance services and loans

Inside Sales Representative

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 2 years of successful inside sales, outbound call center, or financial/consultative sales experience.
  • A track record of success in a fast-paced, goal-driven, commission-heavy environment.
  • Ability to build rapport quickly, handle objections, and influence decisions with empathy and authority.
  • Proficiency with customer relationship management systems such as Salesforce and digital sales tools.
  • Ability to manage time and prioritize lead follow-ups independently.
  • High school diploma or equivalent.

Responsibilities

  • Manage high-volume outbound calls to engage warm leads, with activity reaching up to 100 or more calls daily.
  • Lead consultative one-call or two-call sales processes by identifying customer pain points, uncovering financial needs, and explaining the value of financial products.
  • Manage, prioritize, and follow up on a pipeline of 20 to more than 200 active leads or transactions.
  • Build trust during sensitive financial conversations and guide clients through complex decisions toward solutions.
  • Meet and exceed daily, weekly, and monthly sales targets, schedule-adherence expectations, and conversion goals.
  • Use Salesforce to track lead activity, document interactions, and maintain pipeline accuracy.

Desired Qualifications

  • Willingness to accept coaching and continuously improve.

About the Company

Achieve

Digital personal finance services and loans

Achieve delivers personal loans, home loans, debt resolution services, and financial tools through a digital platform tailored for everyday people seeking to improve their financial future. Customers apply online, receive loan offers, and repay through fixed schedules with interest and service fees; debt resolution helps manage and reduce existing obligations. The company earns revenue from interest on loans, service fees, and partnerships with financial institutions. Its tools help users budget, plan, and track progress on their finances, all supported by a nationwide team of financial experts. What sets Achieve apart is its holistic approach to personal finance, combining lending, debt management, and practical digital tools with a focus on inclusive culture, employee development, and philanthropy. Its goal is to make a lasting positive impact on clients’ financial well-being by providing accessible products and expert guidance that help people reach a better financial future.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.2B
Headquarters
Tempe, AZ
Founded
2002

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