Loan Sales Representative - Inbound
Come drive the transformation of financial services, solve big problems and make a meaningful difference in people’s lives.
Upgrade, Inc. is a new consumer credit platform that combines personal loans with tools that help consumers understand, monitor and improve their credit. The company raised $60 million in its first capital raise last year, which remains the largest Series A round ever raised by a fintech company. While the founding team is very accomplished and the business model has been well established, we are still in the early days of this new platform and there is still an opportunity to have a very significant impact.
We are looking for new team members who get excited about creating, designing and implementing new and better solutions to join a team of just over 200 talented and passionate fintech engineers, product, credit, finance, legal, compliance, design, operations and marketing professionals.
You will be one the very first hires for our new Apply by Phone Inbound Sales group in our brand new operations center in downtown Phoenix. Customer conversion is critical to the success of our company. Our role in this group is to help our customers quickly submit loan applications by phone, better understand their personal finances, and ultimately exceed expectations by delivering an exceptional experience. We’re tasked with ensuring our borrowers have consistently great experiences with us and will measure it by maintaining a best-in-class Net Promoter Score and Customer Satisfaction Score. A great sales experience to us will be personal, human, educational, quick and through, and above all delightful. We’re going to scale quickly, and we are looking for great employees with a competitive spirit, and persistent drive to grow our business and launch their career with us.
Answer a high volume of inbound customer phone calls with the goal of converting each apply by phone customer
Determine the customer’s financial situation and financial goals to help drive loan issuance conversion
Address and overcome any customer concerns or objections outlining the benefits of our product and services to improve their financial situation
Complete loan applications by phone
Achieve or exceed your monthly revenue quota consistently
Observe and follow specific compliance regulations and guidelines (Quality Assurance scores, Borrower Authentication procedures)
Share customer and product feedback to our sales leadership, product, and marketing teams to improve the customer and employee experience
Represent the Upgrade brand by providing a positive, consultative, customer-focused experience
Experience in a sales or customer service role
Ability to drive sales conversion rates in a high call volume environment
Ability to quickly pitch our product to prospective applicants
Strong interpersonal skills and can quickly build rapport with applicants
You’re driven by competition and closing sales
You deeply care about helping people
You’re flexible with the ability to adapt and change with our changes in business as we scale
You get excited by a “test and learn” start-up culture
BA/BS degree or above
Financial services experience
High volume inbound sales or support experience in a call center environment
Competitive compensation ($17 hourly base pay + incentive bonus up to 40% of monthly base pay based on performance)
Great OPEN office location!
Conveniently located in Downtown Phoenix
Close to Light Rail and Public Transportation
Comprehensive benefits package: Medical, dental, vision, life insurance & disability
Wellness incentive program
Paid Time Off
Plenty of delicious snacks and drinks in our kitchenTeam happy hours & off-sites
The ability to grow your career by being one of the very first new hires in our sales group at potentially one of the next Fintech unicorns
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.