Source Job

US

  • Close the deal by influencing prospects through the loan application and closing sales within 1–2 calls.
  • Own your pipeline by managing up to 20 active transactions at various stages.
  • Crush metrics by consistently exceeding daily and weekly targets to maximize commission.

Salesforce Inside Sales Outbound Calling CRM Negotiation

20 jobs similar to Sr. Financial Inside Sales Consultant

Jobs ranked by similarity.

US

  • Close deals by influencing prospects through the loan application and closing within 1–2 calls.
  • Own your pipeline of up to 20 active transactions, ensuring no leads fall through the cracks.
  • Identify customer pain points and articulate how our loan product provides the solution, exceeding daily and weekly targets.

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving with innovative financial solutions. With over 2,500 employees mainly in hybrid roles, we put people first and foster a culture of care, compassion, and empathy.

Continental United States

  • Engage with inbound leads to provide compliant information and guide homeowners through the application process.
  • Serve as single point of contact from first call to close, coordinating with internal teams to keep applications moving.
  • Manage pipeline using Salesforce and proprietary tools while meeting monthly and quarterly sales goals.

Hometap offers a home equity investment product that lets homeowners access equity without debt. The company has been recognized by The Boston Globe and Forbes as a great place to work, with a collaborative, passionate culture and a focus on innovation in fintech.

US Unlimited PTO

  • Manage the full sales cycle from lead qualification to deal closure for assigned prospects and customers.
  • Conduct discovery calls, product demos, and needs assessments to understand customer requirements.
  • Collaborate with cross-functional teams including marketing and product to align sales strategies with Tekion's value proposition.

Tekion is disrupting the automotive industry with the first cloud-native platform connecting OEMs, retailers, and consumers. The company employs close to 3,000 people across North America, Asia, and Europe, fostering a dynamic and collaborative culture.

US

  • Identify and develop potential clients through prospecting and cold outreach.
  • Own the full sales cycle, from prospecting to closing, providing consultative solutions.
  • Collaborate with leadership to research strategies for generating more revenue.

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. It reaches over 59 million people monthly, has earned recognition on the Inc. 5000 and Deloitte Fast 500 lists, and is valued at over $1 billion.

US 12w maternity 12w paternity

  • Consult and enroll qualified clients into debt relief programs using Salesforce.
  • Document client discussions and complete IAPDA certification within the first year.
  • De-escalate stressful situations and provide empathetic support while meeting performance criteria.

National Debt Relief is a debt settlement organization that has helped over 450,000 people settle over $10 billion of debt. Rated A+ by the Better Business Bureau, the company is certified as a Great Place to Work® and offers generous benefits.

US 2000w PTO

  • Assess clients’ financial needs and educate them on loan products
  • Collaborate with verification teams to ensure seamless customer experience
  • Manage both inbound and outbound calls to meet monthly sales targets

Above Lending is a lending company that provides personal loan products to clients. The company is seeking highly motivated sales agents to join their dynamic team, with a focus on driving revenue growth and building strong client relationships.

US

  • Own the full outbound sales cycle from cold prospect to close, using a parallel dialer and targeted outreach.
  • Hit daily activity metrics, maintain CRM hygiene, and continuously sharpen your pitch with marketing insights.
  • Earn uncapped income with accelerators, quarterly bonuses, SPIFs, and equity in a hunter-driven role.

CardFlight provides payment solutions for small businesses through its SwipeSimple platform, trusted by over 125,000 merchants nationwide. The company fosters a remote-first culture with a focus on high performance and growth.

US Unlimited PTO

  • Achieve and exceed sales targets by owning the full sales cycle from product presentation to deal closure, while working multiple stakeholders.
  • Inform product and marketing strategy by understanding prospective partners' pain points and providing feedback to internal teams.
  • Collaborate with the customer success team to transition new customers onto the platform and set them up for product value realization.

Tekmetric is a cloud-based platform that helps auto repair shops run smarter, grow faster, and serve customers better. Founded in 2017 in Houston, the company has grown into an industry-leading solution with a culture that values transparency, integrity, innovation, and a service-first mindset.

Canada

  • Log into the national sales queue and actively prospect for new business.
  • Engage inbound sales leads and update sales activities in the CRM.
  • Manage pipeline in various sales stages and attain monthly sales targets.

Daniels Health & Sharpsmart creates sharps containment systems to improve healthcare safety, starting from a mission to reduce needlestick injuries. The company has a culture that values equity, inclusion, and belonging, with a hybrid and flexible work environment.

Global Unlimited PTO

  • Conduct thorough research on target accounts and amplify Influ2's presence through multi-channel outreach including personalized emails, social touches, and cold calls.
  • Partner with Account Executives to share insights and ensure seamless handoff of qualified leads, while regularly exchanging feedback to refine outreach tactics.
  • Develop a customer-centric perspective by addressing objections, understanding customer needs, and managing a high volume of leads to maximize engagement and deal flow.

Influ2 is a B2B advertising platform that helps enterprise marketing and sales teams target named buyers for real revenue impact. With over 180 enterprises worldwide and a cash-positive business achieving 50% growth, the company values diverse perspectives and maintains a flat organizational structure.

US

  • Identify and prospect new business opportunities through outbound outreach including email, phone, LinkedIn, and events.
  • Collaborate with marketing to develop targeted campaigns and maintain accurate records in CRM systems.
  • Support sales team in pipeline development and strategic account planning while exceeding weekly and monthly sales metrics.

Spaulding Ridge is an advisory and IT implementation firm that helps global organizations gain financial clarity in sales, operations, and financial management. The company emphasizes strong relationships with clients, partners, and the global community, fostering a culture of trust and belonging.

United States

  • Drive new business acquisition through a pure outbound sales motion, owning the full funnel from prospecting to close.
  • Build and manage a self-sourced outbound pipeline, using parallel dialers, email, and targeted campaigns to engage SMB owners.
  • Maintain high daily activity metrics, CRM discipline, and continuously refine messaging and pitch strategy.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They process applications and share top-fitting shortlists with employers, ensuring a streamlined hiring process.

US 3w PTO

  • Handle inbound calls and warm leads to consult with potential and existing policyholders on insurance needs and convert sales leads into policyholders.
  • Utilize strong persuasion and communication skills to close sales and represent the Liberty Mutual brand with integrity.
  • Participate in paid training to obtain necessary licenses and develop sales expertise in a remote work environment.

Liberty Mutual is a Fortune 100 insurance company providing a wide range of insurance products and services. With a large workforce, the company fosters an inclusive culture that values diversity and supports employee well-being.

US Unlimited PTO

  • Prospect and identify potential clients through research and outreach via cold calling, email, social media, and other channels.
  • Conduct outbound calls to educate prospects about Employer of Record services and schedule meetings or demos for the sales team.
  • Collaborate with the sales and marketing teams to develop lead generation strategies and maintain accurate CRM records.

G-P operates a SaaS-based Global Employment Platform that enables clients to expand into over 180 countries quickly and efficiently. They are a remote-first company with diverse teams that foster flexibility, innovation, and a culture where every contribution is valued.

US

  • Drive revenue growth by managing the full sales cycle for small and mid-sized businesses in a fast-paced SaaS environment.
  • Build lasting customer relationships through consultative selling and identify upsell and cross-sell opportunities.
  • Collaborate with cross-functional teams to leverage sales technologies and exceed performance goals.

Our partner is a company focused on helping small and mid-sized businesses strengthen their security and access management strategies. They foster a collaborative, inclusive, and high-growth work environment.

Canada United States Unlimited PTO

  • Speak with business owners to assess goals and present funding options
  • Master a high-volume auto-dialer environment and maintain high-quality pitches
  • Track lead activity and outcomes in Salesforce and collaborate with the sales team

Forward Financing is a financial technology company that unlocks capital for small businesses across America. The company has team members throughout the US, Dominican Republic, and Canada, has funded over $4.8 billion to more than 92,000 small businesses since 2012, and is certified as a Great Place To Work.

US

  • Generate qualified leads through target account selling and outbound cold calling.
  • Serve as liaison for potential customers across their buying journey, booking demos and following up.
  • Build and refine lead information in CRM to assist in lead qualification and tailored demos.

Tekmetric is a cloud-based platform that helps auto repair shops run smarter and grow faster. Founded in 2017, it's a fast-growing company with a culture of ownership, transparency, and collaboration.

US 3w PTO

  • Handle inbound calls and warm leads, consulting customers on insurance needs and converting sales leads into policyholders.
  • Receive paid training, licensing in all 50 states, and a dynamic role directed at warm leads only.
  • Enjoy generous earning potential with base salary plus commission, comprehensive benefits, and flexible work arrangements.

Liberty Mutual Insurance is a Fortune 100 company providing protection for the unexpected with care. They are a large organization fostering an inclusive environment with Employee Resource Groups and comprehensive benefits.

United States UK Canada

  • Execute a structured 2-call close process: discovery calls and Brand Analysis presentations to close high-ticket B2B deals.
  • Manage pipeline with follow-ups, second calls, and CRM data in Pipedrive while maintaining daily KPI reports.
  • Attend regular training and call reviews to sharpen skills and improve performance.

GNO Partners helps established Amazon FBA brands scale profitably by installing proven systems, processes, and strategies. With over 800 brands worked with and 450+ active clients, they are a fully remote team that uses a Done-With-You consulting model to make clients top-tier operators.

US 3w PTO

  • Manage your own book of business through prospecting and disciplined pipeline management.
  • Drive the full sales cycle from introductory calls to closing deals.
  • Become an expert in Yelp's suite of products and consistently exceed monthly sales goals.

Yelp connects people with great local businesses through its discovery platform. The company employs a global remote workforce and fosters a culture of collaboration, authenticity, and growth.