Investment Sales Lead – Home Equity

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BBB Midwest Plains

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 1940

🤝 Non-profit

📋 Compliance

Non-profit • Compliance

BBB Midwest Plains is a regional branch of the Better Business Bureau (BBB), an organization that focuses on fostering trust between businesses and consumers. The BBB helps individuals find trustworthy businesses and provides services such as business accreditation, complaint resolution, and scam tracking. It serves as a resource for both businesses, by offering accreditation and other business resources, and consumers, by assisting in filing complaints and providing information about trustworthy businesses. The BBB Midwest Plains is part of a larger network dedicated to promoting ethical business practices and protecting consumers in the marketplace.

📋 Description

• Engage with inbound leads - homeowners exploring an HEI - and guide them from initial inquiry through signed agreement. • Make a high volume of outbound calls daily to connect with prospective homeowners in your pipeline. • Educate homeowners on Truehold Financial's HEI product: how it works, how it compares to alternatives (HELOCs, cash-out refis), and why it may be the right fit for their situation. • Serve as a single point of contact throughout the process - own the homeowner relationship start to finish. • Manage your pipeline in Salesforce - document every activity, keep deal stages current, and flag stalled files proactively. • Provide regular, proactive status updates to homeowners via phone, email, and text: what's been completed, what's next, and what you need from them. • Coordinate with internal processors and underwriters to keep applications moving and resolve bottlenecks quickly. • Track and work toward monthly and quarterly sales targets; flag early if you're off pace. • Develop a thorough understanding of the HEI product, including underwriting guidelines, eligibility criteria, and common objection responses. • Stay current on the competitive landscape and know how to position Truehold Financial's offering. • Collaborate cross-functionally with originations, marketing, and legal to resolve questions and support a high-quality homeowner experience. • Contribute to team culture by sharing what's working: call techniques, objection handling, product positioning.

🎯 Requirements

• 7+ years of sales experience in a closing role: HEI consumer sales required • Drive to hit and exceed goals: you treat your pipeline like a business, not a task list. You know your numbers and own the outcome. • Genuine empathy: you take the time to understand a homeowner's situation before pitching a solution. You know that trust is what moves deals, not pressure. • Strong communication skills: clear, professional, and direct — on the phone, in email, and in text. You write well and you listen well. • CRM fluency: experience with HubSpot or Salesforce required. You keep your pipeline clean and your notes detailed. • Adaptability: we're building a new product in a young category. Processes will evolve, and you'll need to move with them without losing momentum. • Collaborative mindset: you compete with your goals, not your teammates. You share what's working and ask for help when you're stuck. • High ethical standards: you represent Truehold Financial to homeowners. You are honest about what the product does and doesn't do.

🏖️ Benefits

• Full benefits: 401(k) match, PTO, paid holidays • High-growth company operating in 20+ markets • Inbound demand - no cold prospecting lists • Opportunity to earn based on performance and grow quickly • Mission-driven: helping homeowners access equity without displacement