Service Finance Inside Sales Representative

Truist • Boca Raton, FL • 3h ago

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.

Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/Career\site\FAQ-1758133253710.pdf)

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request)

(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)

Please review the following job description:

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

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

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 Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/)

. Depending on the position and division, this job may also be eligible for Truist's 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 (https://www.eeoc.gov/sites/default/files/2022-10/EEOC\KnowYourRights\screen\reader\10_20.pdf)

E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-Verify\Participation\Poster-1757074518541.pdf)

IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER_RightToWorkPoster-1757074222028.pdf)

Truist

Go to Apply

Share this job

Similar Jobs

Sr Director of Finance

Robert Half • Fort Lauderdale, FL • 3h ago

Finance, Accounting & Banking

Description We are looking for an experienced Senior Director of Finance to join our team in Fort Lauderdale, FL. In this pivotal role, you will act as a strategic partner to senior leadership, driving financial performa...

3h ago

Go to Apply

Relationship Banker

First Horizon Bank • Boca Raton, FL • 3h ago

Finance, Accounting & Banking

Description Location: On site at location listed in job posting. Schedule: Monday through Friday, 8:15am - 5:00pm The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations...

3h ago

Go to Apply

Universal Banker

First Horizon Bank • Boca Raton, FL • 3h ago

Finance, Accounting & Banking

Description Location: This will be onsite as listed in the job posting. Hours : Monday - Friday 8:30 AM - 5:00 PM SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial tran...

3h ago

Go to Apply

FinTech - AI Finance - Front-end Software Developer - Senior

EY • Boca Raton, FL • 11h ago

Finance, Accounting & Banking

Location: Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Cincinnati, Cleveland, Columbus, Dallas, Denver, Des Moines, Detroit, Fort Wor...

11h ago

Go to Apply

Accounting Clerk FT, Embassy Suites Fort Lauderdale

Hilton • Fort Lauderdale, FL • 14h ago

Finance, Accounting & Banking

An Accounting Clerk is responsible for paying all hotel bills in the hotel's continuing effort to deliver outstanding guest service and financial profitability. What will I be doing? As an Accounting Clerk, you would be...

14h ago

Go to Apply

Director of Finance

Sage Hospitality Group • West Palm Beach, FL • 3d ago

Finance, Accounting & Banking

Why us? Sage Hospitality Group is looking to hire a Director of Finance to join us at the Ben, Autograph Collection, in West Palm Beach, Florida! The Ben is stepping into a world where luxury is intentional, style has su...

3d ago

Go to Apply

Accounting Analyst Clerk - GALLERYone DoubleTree Suites by Hilton

Hilton • Fort Lauderdale, FL • 3d ago

Finance, Accounting & Banking

TheGALLERYone DoubleTree Suites by Hilton ( https://www.hilton.com/en/hotels/flltsdt-galleryone-doubletree-suites/)is looking for their next Accounting Analyst Clerk. This waterfront hotel offers 231 guestrooms and 7,421...

3d ago

Go to Apply

U.S. Private Bank - Private Banker - Associate

JPMorgan Chase • Fort Lauderdale, FL • 4d ago

Finance, Accounting & Banking

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepre...

4d ago

Go to Apply

U.S. Private Bank - Private Banker - Associate

JPMorgan Chase • Palm Beach, FL • 4d ago

Finance, Accounting & Banking

4d ago

Go to Apply

Leasing Sales Manager (Global Vendor Finance)

Bank of America • Fort Lauderdale, FL • 4d ago

Finance, Accounting & Banking

Leasing Sales Manager (Global Vendor Finance) Chicago, Illinois;New York, New York; Fort Lauderdale, Florida; San Francisco, California; Boston, Massachusetts; Charlotte, North Carolina To proceed with your application,...

4d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.