Inside Sales Agent
Live Oak Financial, Inc.
📍 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.
Apply To This Job
📍 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.
Apply To This Job