Inside Sales Specialist

An inside sales specialist is responsible for generating and qualifying leads, educating businesses about factoring services, and converting prospects into clients.

This role is ideal for a self-starter with strong communication skills and a passion for helping small to medium size businesses access fast, flexible working capital through invoice factoring.

 Essential Duties and Responsibilities:


* Responsible for the full sales process of factoring products to prospective transportation customers and other industries.


* Independently conduct prospecting and initial due diligence on prospective


* Present cash flow solutions to small and medium sized business owners


* Maintain competitive knowledge to create and adjust sales strategies


* Stay informed about industry trends, market conditions, and competitors to identify new opportunities


* Evaluate the prospective customers’ business and analyze information to independently determine which products to market, and rates to offer client


* Ensure all communication with prospects and customers was clear in a manner consistent with business practices and departmental expectations


* Use customer relationship management (CRM) technology to maintain database of customer contacts and appropriate notes and data


* Make outbound calls to leads in trucking, logistics, and other B2B industries


* Qualify business by assessing industry type, invoice volume, and customer creditworthiness


* Educate prospects on how factoring works and its advantages over traditional loans


* Collaborate with other departments to ensure smooth onboarding of new clients


* High-impact, phone-based role that combines prospecting, consultative selling, and relationship management


* Travel up to 25% is occasionally required, which may include overnight


* Other duties as assigned by management

Required education and experience:

 High school diploma, GED, or Equivalent Certification



* 1-2 years of direct sales experience (financial or B2B preferred)


* Strong communication and organizational skills


* CRM proficiency (Salesforce, HubSpot, etc.)

 Preferred education and experience:


*  Bachelor's degree


* 2+ years of business-to-business sales experience


* 2+ years of experience working within the financial sector


* Spanish bilingual preferred but not required


* Phone sales experience required

Competencies:


* Knowledge of factoring, asset-based lending, and working capital solutions for small to mid-sized B2B companies.


* Solid understanding of credit evaluation, risk assessment, and basic financial statements used during lead qualification.


* Superior analytical and problem-solving skills with the ability to assess lead quality, spot trends, and identify strategic upsell opportunities.


* Demonstrated ability in communicating effectively, both verbally and written with a proven track record of bu...