Location: Kennesaw, GA
Salary: Base + Commission
Position Type: Full Time - Hybrid Remote for LOCAL RESIDENTS ONLY
**PREVIOUS SALES EXPERIENCE IN FINANCE/ LENDING**
JOB DESCRIPTION
A consultative sales role in which you are responsible for the satisfaction, retention and renewal of IOU funding clients. Reporting to a Sales Team Lead, this role takes a motivated and organized individual who will enjoy interacting with a wide range of small business owners and taking a consultative approach to understanding their needs, while also building trust and selling loan renewals.
RESPONSIBILITIES
- Manage your sales pipeline to drive a steady flow of customer interactions via phone, email and SMS – KPIs and targets to be defined with your Team Lead
- Establish client needs and deliver targeted communications:
- Educate clients on loan repayment terms, costs and potential savings
- Develop trust and gain an understanding of their business funding needs
- Identify renewal opportunities and explore options to renew funding
- Retain and renew clients who are ready to switch to another lender
- Prepare files for renewal by gathering and reviewing bank statements and ensuring that all pre-funding conditions are met, adding notes to the file to help with the closing
- Collaborate with the (internal) Account Executive to make any adjustments to the terms of the loan
- Submit renewal-ready files to Operations for closing
- Maintain detailed tracking of opportunities using spreadsheets and/or CRM software
QUALIFICATIONS
- Previous sales experience is a strong asset; experience with business lending and/or consultative sales is also an advantage to this role
- Strong communication skills and understanding of sales process
- Demonstrated ability to set goals and achieve them
- Proficient in Microsoft Office Suite and must be able to adapt and learn new technologies/ software seamlessly
ABOUT IOU FINANCIAL
IOU Financial’s mission is to fuel the growth of small business by leveraging technology to deliver innovative funding solutions. IOU delivers on this goal by providing small businesses with fast access to growth capital with competitive rates and realistic repayment schedules based on a detailed analysis of their daily cash flows. IOU Financial’s customers are a cross-section of America's 33 million small business owners, from retail and grocery stores and restaurants, to specialty contractors and medical and dental offices. Since 2009, IOU has initiated over 11,000 loans, providing more than $1.5 billion in financing to small businesses throughout North America. For more information, visit https://IOUFinancial.com.
Job Type: Full-time
Pay: From $24,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
Education:
- High school or equivalent (Required)
Experience:
- Lending: 1 year (Required)
Work Location: In person