Investment Sales Lead (Home Equity)

What You'll Do

Homeowner Engagement & Sales

• 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.

Pipeline & Process Management

• 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.

Market Knowledge & Team Collaboration

• 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.

What You'll Bring

• 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