Inside Sales Specialist

An inside sales specialist is responsible for generating and qualifying leads, educating businesses about factoring services, and converting prospects into clients. This role is ideal for a self-starter with strong communication skills and a passion for helping small to medium size businesses access fast, flexible working capital through invoice factoring.

 Essential Duties and Responsibilities:

• Responsible for the full sales process of factoring products to prospective transportation customers and other industries.
• Independently conduct prospecting and initial due diligence on prospective
• Present cash flow solutions to small and medium sized business owners
• Maintain competitive knowledge to create and adjust sales strategies
• Stay informed about industry trends, market conditions, and competitors to identify new opportunities
• Evaluate the prospective customers’ business and analyze information to independently determine which products to market, and rates to offer client
• Ensure all communication with prospects and customers was clear in a manner consistent with business practices and departmental expectations
• Use customer relationship management (CRM) technology to maintain database of customer contacts and appropriate notes and data
• Make outbound calls to leads in trucking, logistics, and other B2B industries
• Qualify business by assessing industry type, invoice volume, and customer creditworthiness
• Educate prospects on how factoring works and its advantages over traditional loans
• Collaborate with other departments to ensure smooth onboarding of new clients
• High-impact, phone-based role that combines prospecting, consultative selling, and relationship management
• Travel up to 25% is occasionally required, which may include overnight
• Other duties as assigned by management

Required education and experience:

• High school diploma, GED, or Equivalent Certification

• 1-2 years of direct sales experience (financial or B2B preferred)

• Strong communication and organizational skills

• CRM proficiency (Salesforce, HubSpot, etc.)

 Preferred education and experience:

•  Bachelor's degree
• 2 years of business-to-business sales experience
• 2 years of experience working within the financial sector
• Spanish bilingual preferred but not required
• Phone sales experience required

Competencies:

• Knowledge of factoring, asset-based lending, and working capital solutions for small to mid-sized B2B companies.
• Solid understanding of credit evaluation, risk assessment, and basic financial statements used during lead qualification.
• Superior analytical and problem-solving skills with the ability to assess lead quality, spot trends, and identify strategic upsell opportunities.
• Demonstrated ability in communicating effectively, both verbally and written with a proven track record of building rapport and closing deals over the phone.
• Strong Microsoft application knowledge particularly Excel (data entry, filtering, and basic formulas) Outlook, Word, and Teams.

TAB Bank Offers:

• Tuition Reimbursement
• Paid Holidays
• Gym Reimbursement
• 401(k)
• Paid Time Off (PTO)
• Employee Assistance Program (EAP)
• I Made the Grade
• Holiday Club Program
• Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care

TAB Bank will not sponsor applicants for work visas.