Inside Sales Representative
Remote
Local or 100% Remote
Who we are
Our mission at Point is to make homeownership more valuable and accessible to all. Every day, we explore, build, and iterate to create innovative financial products that improve the lives of our customers. Together, we’re creating the premier full-stack home equity platform to help current homeowners access their home wealth and aspiring ones realize their dream of homeownership. Point has raised over $180M from Andreessen Horowitz, WestCap, Prudential and other leading investors.
About the role
Join our team as an Inside Sales Representative, where you will play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of homeowners through a structured sales process (heavy phone call volume), ensuring compliance with company policies, industry regulations, and legal requirements. Continuously develop your skills in sales, customer service, and pipeline management, and take on special tasks that contribute to the company's growth and profitability.
Our culture
We are a people-first, value-driven team. We come from varied backgrounds, experiences, and time zones. Our teams are aligned in service to our goal — to improve the lives of customers. Our culture is built on sharing ideas, supporting each other, and being empowered to do our best work. Find out what you can accomplish as part of an engaged, high-achieving team focused on a common goal.
***Ideal candidates will have experience making 40+ calls/day in a sales environment and closing/converting prospects***
Your responsibilities
- Sales
- Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details.
- Proactively reach out to leads to complete consultative sales calls.
- Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer.
- Customer Service
- Reach out to homeowners to provide pricing/product-related updates.
- Respond to homeowners’ pricing/product-related questions or concerns in a timely manner.
- Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance.
- Pipeline Management
- Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved.
- Ensure homeowners have scheduled and completed their financial counseling sessions and appraisals.
- Maintain detailed notes of homeowner interactions.
- Compliance
- …
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Benefits/Perks401k retirement plans Company holidays Dental Financial wellness Flexible remote & onsite work Fully Paid Parental Leave Generous health benefits Health benefits Medical Paid parental leave Paid transition time People-first culture Professional development Remote work Unlimited Paid Time Off Vision plans
Tasks- Conduct sales calls
- Ensure compliance
- Manage customer pipeline
- Provide customer service
Closing Compliance CRM Customer service Financial Services G Suite Mortgage Mortgage processing Pipeline Management Processing Real Estate Remote work Sales Salesforce Underwriting
Experience1 years
Education Certifications