Investment Sales Lead

Responsibilities

• Engage with inbound leads and guide homeowners from initial inquiry through signed agreement
• Execute a high volume of daily outbound calls to prospective homeowners
• Educate homeowners on Home Equity Investment (HEI) products and comparisons to HELOCs or cash-out refis
• Manage the full homeowner relationship from first contact to closing
• Maintain and document all pipeline activity within Salesforce
• Coordinate with internal processors and underwriters to resolve application bottlenecks
• Collaborate with marketing and product teams to refine messaging and product positioning

Requirements

• 7+ years of sales experience in a closing role
• Mandatory experience in HEI consumer sales
• Proficiency with Salesforce or HubSpot CRM
• Strong communication skills across phone, email, and text
• Ability to work in a high-volume, evolving startup environment

Benefits

• 401(k) match
• Paid time off (PTO)
• Paid holidays
• Performance-based earning opportunities

About the Company

Truehold Financial is a high-growth company operating in over 20 markets, focused on helping homeowners access equity without displacement.