What are the responsibilities and job description for the Personal Loan Sales Representative position at Achieve?
Company Description
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
Job Description
As a Personal Loan Sales Representative, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. We offer a personal loan solution to customers for things such as medical expenses, home remodeling, paying off credit cards, etc. Our members love us because we offer a best in class loan product at competitive rates with fantastic customer service—all within 1-3 days from start to funding!
We are proudly offering hybrid work options in the Phoenix, AZ metro market.
Start Date: May 27th, 2025
Shift: Monday-Friday
Hours: 8-hour shift between the hours of 6:00am- 8:00pm (PST)
Total Compensation: $55,000 to $60,000 annually benefits. This information represents the expected on-target earnings for this role broken down into an hourly base pay of $20 per hour plus uncapped commissions and incentives.
What You’ll Do
Contact borrowers via phone and email to facilitate the loan application process. Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
Utilize your strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
Manage a sales pipeline of up to 20 transactions in various stages of completion.
Meet daily, weekly, and monthly sales goals.
Qualifications
What you’ll bring:
1 years of recent experience in a sales role - Preference for those who’ve worked in a fast-paced, short sales cycle environment. Call center sales experience is a plus.
Experience working in a highly commission-driven environment and proven success exceeding goals.
Strong computer and organizational skills to effectively manage a CRM tool such as Salesforce.
High School diploma or equivalent.
Additional Information
Achieve Well-being With
Achieve well-being with:
Hybrid and remote work opportunities for certain roles
401 (k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.
Job Description
As a Personal Loan Sales Representative, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. We offer a personal loan solution to customers for things such as medical expenses, home remodeling, paying off credit cards, etc. Our members love us because we offer a best in class loan product at competitive rates with fantastic customer service—all within 1-3 days from start to funding!
We are proudly offering hybrid work options in the Phoenix, AZ metro market.
Start Date: May 27th, 2025
Shift: Monday-Friday
Hours: 8-hour shift between the hours of 6:00am- 8:00pm (PST)
Total Compensation: $55,000 to $60,000 annually benefits. This information represents the expected on-target earnings for this role broken down into an hourly base pay of $20 per hour plus uncapped commissions and incentives.
What You’ll Do
Contact borrowers via phone and email to facilitate the loan application process. Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
Utilize your strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
Manage a sales pipeline of up to 20 transactions in various stages of completion.
Meet daily, weekly, and monthly sales goals.
Qualifications
What you’ll bring:
1 years of recent experience in a sales role - Preference for those who’ve worked in a fast-paced, short sales cycle environment. Call center sales experience is a plus.
Experience working in a highly commission-driven environment and proven success exceeding goals.
Strong computer and organizational skills to effectively manage a CRM tool such as Salesforce.
High School diploma or equivalent.
Additional Information
Achieve Well-being With
Achieve well-being with:
Hybrid and remote work opportunities for certain roles
401 (k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.
Salary : $55,000 - $60,000
