Achieve

Account Executive

• Use sales skills to influence prospects through the loan application and close sales within 1–2 calls
• Manage up to 20 active transactions at various stages
• Identify customer pain points such as medical debt and home repairs
• Explain how Achieve’s personal loan products provide solutions
• Consistently exceed daily and weekly targets
• Maximize commission earnings

Senior Loan Sales Consultant

• Convert warm leads into loan sales
• Influence prospects through the loan application and close sales within 1–2 calls
• Manage up to 20 active transactions at various stages
• Identify customer pain points such as medical debt and home repairs
• Explain how personal loan products provide solutions
• Consistently exceed daily and weekly targets to maximize commission

• Close loan sales using sales skills to move prospects through the loan application and close within 1–2 calls
• Manage up to 20 active transactions at various stages
• Identify customer pain points such as medical debt and home repairs
• Explain how Achieve’s personal loan products provide solutions
• Consistently exceed daily and weekly targets to maximize commission
• Help members improve their financial situation through digital personal finance solutions

• Convert warm leads into loan sales
• Influence prospects through the loan application and close sales within 1–2 calls
• Manage up to 20 active transactions at various stages
• Identify customer pain points and explain how personal loan products provide solutions
• Exceed daily and weekly sales targets
• Help customers with digital personal finance solutions

Inside Sales

• Engage warm leads through high-volume outbound dialing, up to 100+ daily
• Lead consultative one-call or two-call closes
• Identify customer pain points and uncover financial needs
• Explain the value of personalized digital finance products
• Manage, prioritize, and follow up on a pipeline of 20 to 200+ active leads/transactions
• Build trust during sensitive financial conversations
• Guide clients through emotionally complex financial decisions toward clear solutions
• Meet and exceed daily, weekly, and monthly sales targets
• Maintain schedule adherence and conversion goals
• Use Salesforce to track lead activity and document interactions
• Maintain high pipeline accuracy

Inside Sales Representative

Customer Support

• Communicate with members via phone and email
• Listen to members and provide empathy and solutions for their unique needs
• Support members from onboarding and new account setup through their financial journey
• Answer questions and coach members regarding digital personal finance solutions
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Train and progress toward higher-level positions

Customer Service

• Use sales skills to influence prospects through the loan application and close sales within 1–2 calls
• Manage up to 20 active transactions at various stages
• Identify customer pain points such as medical debt and home repairs
• Explain how the personal loan product provides solutions
• Consistently exceed daily and weekly targets
• Maximize commission earnings

• Communicate with members via phone and email
• Provide empathy and solutions to members’ unique needs
• Onboard members and set up new accounts
• Answer questions and coach members throughout their financial journey
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Participate in structured career progression and training

• Communicate with members via phone and email
• Exhibit care in every member interaction
• Listen to members and provide empathy and solutions for their unique needs
• Support onboarding and new account setup
• Answer questions and coach members throughout their financial journey
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Progress through training toward higher-level positions

• Communicate with members via phone and email
• Provide empathy and solutions to members’ unique needs
• Support members from onboarding and new account setup through their financial journey
• Answer questions and coach members
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Participate in career progression and training toward higher-level positions

• Communicate with members via phone and email
• Listen to members and provide empathy and solutions for their unique needs
• Support members from onboarding and new account setup through their financial journey
• Answer questions and coach members
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Train up and progress toward higher-level positions

• Communicate with members via phone and email
• Exhibit care, empathy, and guidance in every interaction
• Onboard members and set up new accounts
• Answer member questions and coach them throughout their financial journey
• Provide solutions tailored to members’ unique needs
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Progress through training toward higher-level positions

• Communicate with members via phone and email
• Listen to members and provide empathy and solutions to their unique needs
• Support onboarding and new account setup
• Answer questions and coach members throughout their financial journey
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Progress through training toward higher-level positions

• Communicate with members via phone and email
• Listen to members and provide empathy and solutions for their unique needs
• Support onboarding and new account setup
• Answer questions and coach members throughout their financial journey
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Train up and progress toward higher-level positions

• Communicate with members via phone and email
• Listen to members and provide empathy and solutions to their unique needs
• Support onboarding and new account setup
• Answer questions and coach members throughout their financial journey
• Collaborate with the team to share knowledge and best practices
• Accurately document member interactions and activity
• Train and progress toward higher-level positions