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Job Title: Service Finance Inside Sales Representative
Company Name: Truist Financial
Location: Boca Raton, FL United States
Position Type: Full Time
Post Date: 04/08/2026
Expire Date: 05/08/2026
Job Categories: Banking, Finance/Economics, Information Technology
Job Description
Service Finance Inside Sales Representative

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.

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Regular or Temporary:

Regular

Language Fluency: English (Required)

Work Shift:

1st shift (United States of America)

Please review the following job description:

The Service Finance Inside Sales Representative is responsible for acquiring, onboarding, and managing home improvement contractor and dealer accounts through outbound phone-based sales activity. This is a results-driven sales position focused on partner enrollment, program activation, and funded loan volume. The representative serves as the primary point of contact for prospective partners educating them on financing programs, overcoming objections, and converting outreach activity into closed enrollments. Candidates should be comfortable working in a structured, phone-first sales environment with defined daily activity expectations and monthly performance targets.

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.

1. Prospect and qualify contractor and dealer leads via phone, email, and virtual meetings.
2. Present and explain financing products, benefits, and platform tools to prospective partners.
3. Guide contractors through the onboarding process, including documentation, training, and activation.
4. Build and maintain relationships with a portfolio of active partners to drive ongoing usage and loan volume.
5. Achieve and exceed monthly quotas for partner sign-ups, engagement, and funded loan volume.
6. Collaborate with sales, marketing, and operation teams to improve partner experience and retention.
7. Maintain accurate records of sales activities and pipeline in the CRM system (e.g., Salesforce).
8. Stay up to date with product features, pricing, market trends, and competitor offerings.

QUALIFICATIONS

1. Bachelor's degree or an equivalent combination of education and related work experience.
2. 2+ years of inside sales, account management, or business development experience (B2B preferred).
3. Demonstrated history of meeting or exceeding sales targets in a phone-based or outbound sales
environment.
4. Proven ability to close business over the phone with decision-makers.
5. Strong verbal and written communication skills able to build rapport quickly, handle objections, and
move prospects through a defined sales process.
6. Self-directed and accountable with the ability to manage an independent pipeline and prioritize
effectively without close supervision.
7. Excellent organizational and time management skills; able to manage multiple accounts and follow-up
sequences simultaneously.
8. Proficient in CRM platforms (e.g. Salesforce) and Microsoft Office suite.

Preferred Qualifications:
1. Experience selling financial products, SaaS platforms, and/or services to home improvement
contractors.
2. Familiarity with the home improvement, remodeling, or construction industry.
3. Knowledge of consumer lending or home improvement financing programs.
4. Prior experience in an outbound phone sales role with defined enrollment, conversion, or revenue targets.

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 Truists generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truists 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 E-Verify IER Right to Work

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Contact Information
Contact Name:
Company Name: Truist Financial
Phone Number:
Contact Email:
Website:https://careers.truist.com/us/en/job/TBJTBFUSR0112687EXTERNALENUS/Service-Finance-Inside-Sales-Representative?utm_source=hbcuconnect&utm_medium=phenom-feeds
Company Description:

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