Truehold - Investment Sales Lead (Home Equity)
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.
Responsibilities
• 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.
Benefits
• 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 • Full benefits: 401(k) match, PTO, paid holidays
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