FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the full sales cycle, including lead nurturing, follow-up, and closing, while maintaining strong communication and organizational skills. Capable of building rapport with clients and providing consultative support in sensitive financial discussions.
Highest-signal resume keywords
Lead NurturingAppointment SettingSales ClosingConsultative CommunicationCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Process ManagementLead QualificationFollow-Up CampaignsRecord KeepingSales Script Development
Soft Skills
Emotional IntelligenceTrust BuildingOrganizational SkillsIndependent WorkResponsive Communication
Tools & Technologies
SlackCRM Systems
Industry Keywords
Inbound LeadsConsumer SalesFinancial ConcernsConsultationsConversion Targets
About the role
Key responsibilities & impact- Own the full inbound lead intake and sales process from initial contact through closing
- Respond immediately to new leads through phone calls, text messages, email, Slack, and automated follow-up campaigns
- Conduct qualification calls to assess prospects’ situations and credit report concerns
- Identify and filter out unqualified leads using established qualification guidelines
- Build rapport with potential clients and explain services and next steps
- Nurture leads through timely, personalized follow-ups
- Schedule qualified prospects for consultations with attorneys or the appropriate internal team
- Progress toward independently closing qualified opportunities
- Maintain accurate records of conversations, qualification results, follow-ups, and outcomes
- Monitor Slack and incoming lead channels in real time during working hours
- Help develop sales scripts, qualification criteria, follow-up sequences, and intake best practices
- Provide feedback on lead quality, recurring objections, and conversion improvement opportunities
- Meet or exceed appointment-setting, conversion, and revenue targets
Requirements
What you’ll need- Proven experience in sales, particularly lead nurturing, follow-up, appointment setting, and closing
- Experience managing warm or inbound consumer leads through a full sales cycle
- Strong spoken and written English
- Natural, confident, and consultative communication style
- High emotional intelligence and ability to build trust quickly
- Strong critical-thinking skills and sound judgment regarding lead quality
- Comfortable discussing sensitive financial or credit-related concerns with consumers
- Highly organized and consistent with follow-ups
- Able to work independently in a fast-moving, early-stage environment
- Comfortable helping build processes without formal systems or a fully developed CRM
- Able to remain active and responsive on Slack throughout the workday
- Availability to work during U.S. Eastern Time business hours
Benefits
Comp & perks- Competitive salary (USD)
- Work From Home
- Flexible hours
