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AI Summary
The role focuses on conducting outbound sales calls and qualifying inbound leads to convert them into sales opportunities. The agent is responsible for maintaining accurate CRM records and meeting defined revenue targets and KPIs.
Live Oak Financial, Inc.
📍 Remote / Hybrid
🕒 Full-Time | Performance-Based Compensation
📍 Remote / Hybrid
🕒 Full-Time | Performance-Based Compensation
Job Summary
Live Oak Financial, Inc. is seeking a disciplined, professional Inside Sales Agent to support our expanding national sales operation. This role is responsible for outbound prospecting, inbound lead conversion, and pipeline development while representing the firm with credibility and professionalism.
This is an opportunity for motivated sales professionals who thrive in structured, performance-driven environments and are seeking long-term growth with an executive-led organization.
Key Responsibilities
- Conduct outbound sales calls and follow-up outreach
- Qualify inbound leads and convert them into sales opportunities
- Present services clearly and professionally to prospective clients
- Maintain accurate CRM records, activity logs, and pipeline updates
- Meet or exceed defined sales KPIs and revenue targets
- Collaborate with leadership and operations to support client onboarding
- Maintain compliance with company policies and regulatory standards
Qualifications
- Prior experience in inside sales, B2B sales, or call-based sales preferred
- Strong communication and interpersonal skills
- Professional phone presence and objection-handling ability
- Self-motivated, organized, and performance-oriented
- Comfortable working independently in a remote or hybrid environment
- CRM experience preferred
Compensation & Benefits
- Competitive base pay
- Uncapped commission and performance incentives
- Advancement opportunities within sales and leadership tracks
- Training, tools, and executive support provided
Work Environment
- Remote or hybrid flexibility
- Structured schedules and clear performance metrics
- Executive-led team with defined processes and accountability
Why Join Live Oak Financial
- Growing financial services firm with national reach
- Professional, compliance-focused sales culture
- Clear expectations, transparency, and merit-based advancement
- Opportunity to scale with the organization
Equal Opportunity Statement
Live Oak Financial, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
This is a remote position.
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