Point
Inside Sales (Lead Conversion) - Homeowner Financing New
Point, Palo Alto, California, United States, 94306
About Point
At Point, we’re on a mission to make homeownership more valuable and accessible for our customers. Homeownership is often a long, highly unique, and personal journey. By unlocking the potential hidden in home equity, we help homeowners gain financial flexibility, build debt resiliency, and accelerate their life‑changing goals. With over $175 M in backing from world‑class investors like Andreessen Horowitz, Greylock, and Prudential, we’re scaling quickly and you will have a front‑row seat to building something category‑defining.
Meaningful Impact:
Help homeowners find the gap and a path forward when the money they need seems inaccessible.
High‑performance Culture:
We value grit, ambition, discipline, and a relentless drive to improve so that we can best serve our customers.
Trust & Credibility:
4.7 Trustpilot rating, A+ from the BBB.
Remote‑First Team:
Thrive from anywhere in the U.S., while staying deeply connected through virtual collaboration and gatherings.
What You’ll Do
Maximize lead‑to‑funding conversion:
Maximize conversion from marketing‑qualified lead to funding while delivering an excellent homeowner experience.
Own a large, warm pipeline:
Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinges on rapidly moving homeowners to next steps while protecting pipeline discipline and high‑quality documentation.
Convert with consultative selling:
Run high‑volume call blocks, uncover homeowners’ goals with empathy, tailor financing options, set clear expectations, and confidently drive towards funding decisions.
Drive your own growth:
Participate actively in role‑plays, call reviews, and coaching. Plan your day, track performance, test new tactics, and iterate for performance based on results.
Collaborate across teams:
Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback to refine sales effectiveness and process improvements.
Why Top Performers Choose Point
Earning potential:
Earnings scale directly with activity, consistency, and overall pipeline execution efficiency.
Equity & ownership:
You share in our mission and our future.
Purposeful work:
This isn’t transactional selling. You’re personally helping hundreds of homeowners each year improve their lives and financial outcomes.
Real recognition:
We publicly celebrate performance and provide meaningful advancement opportunities.
World‑class support:
Weekly coaching, clear metrics, and strong leadership help you win.
Who You Are
Top‑tier performer:
You don’t just hit your quota; it’s your professional goal to exceed it consistently.
Mission‑aligned:
You believe in our product’s impact and truly want to guide qualified homeowners to make well‑informed, future‑oriented decisions.
Curious and coachable:
You absorb feedback, experiment, and continuously improve.
Highly organized:
You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow‑up with prospects across multiple funnel stages.
Empathetic communicator:
You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.
Adaptable & resilient:
Processes, underwriting policies, and scripts evolve quickly. You embrace change, learn from failure, and find resilience through consistent reflection and accountability.
Qualifications
At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.
Experience managing a customer pipeline and driving deals to close.
Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi‑state licensing may be required.
Bachelor’s degree in Finance, Business, or a related field is preferred but not required.
Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus.
Familiarity with U.S. real estate or mortgage processing is helpful but not required.
Strong computer skills, attention to detail, and a proactive, problem‑solving mindset.
Excellent communication skills, adaptability to change, and a collaborative team player.
Must be able to travel for two mandatory onsite events per year.
Must have a home office and be able to operate in a space without outside distraction.
Must obtain and maintain a Mortgage Loan Originator license under the terms of the SAFE Act within 60 days of the start date and keep it in good standing throughout employment.
Generous health benefits:
Comprehensive medical, dental, and vision plans with FSA and HSA options.
Unlimited paid time off:
Unlimited paid time off and 10 company holidays.
Flexible remote and onsite work:
Fully remote work or in‑person in our downtown Palo Alto, CA HQ.
Fully paid parental leave:
100% of regular base pay plus additional paid leave beyond state family leave.
Equity:
Meaningful equity as part of compensation.
Financial wellness:
401(k) retirement plans, guaranteed life insurance, and short‑ and long‑term disability coverage.
Extra work/life benefits:
Monthly stipends for internet, mobile plans, wellness perks, and one‑time home office reimbursement.
Salary & Compensation
All U.S. metro areas | $60,000 base; uncapped commission based on performance.
Expected On‑Target Earnings (OTE) ~ $90,000 in the first year; top performers can earn well above OTE.
Commission guarantee of $1,500 monthly for the first 3 months to support ramp‑up.
This does not include potential components of the compensation package such as equity, benefits, and perks described above.
Location Requirement This is a remote position. Candidates must reside in one of Point’s states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.
Equal‑Opportunity Employer Point is proud to be an equal‑opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.
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Meaningful Impact:
Help homeowners find the gap and a path forward when the money they need seems inaccessible.
High‑performance Culture:
We value grit, ambition, discipline, and a relentless drive to improve so that we can best serve our customers.
Trust & Credibility:
4.7 Trustpilot rating, A+ from the BBB.
Remote‑First Team:
Thrive from anywhere in the U.S., while staying deeply connected through virtual collaboration and gatherings.
What You’ll Do
Maximize lead‑to‑funding conversion:
Maximize conversion from marketing‑qualified lead to funding while delivering an excellent homeowner experience.
Own a large, warm pipeline:
Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinges on rapidly moving homeowners to next steps while protecting pipeline discipline and high‑quality documentation.
Convert with consultative selling:
Run high‑volume call blocks, uncover homeowners’ goals with empathy, tailor financing options, set clear expectations, and confidently drive towards funding decisions.
Drive your own growth:
Participate actively in role‑plays, call reviews, and coaching. Plan your day, track performance, test new tactics, and iterate for performance based on results.
Collaborate across teams:
Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback to refine sales effectiveness and process improvements.
Why Top Performers Choose Point
Earning potential:
Earnings scale directly with activity, consistency, and overall pipeline execution efficiency.
Equity & ownership:
You share in our mission and our future.
Purposeful work:
This isn’t transactional selling. You’re personally helping hundreds of homeowners each year improve their lives and financial outcomes.
Real recognition:
We publicly celebrate performance and provide meaningful advancement opportunities.
World‑class support:
Weekly coaching, clear metrics, and strong leadership help you win.
Who You Are
Top‑tier performer:
You don’t just hit your quota; it’s your professional goal to exceed it consistently.
Mission‑aligned:
You believe in our product’s impact and truly want to guide qualified homeowners to make well‑informed, future‑oriented decisions.
Curious and coachable:
You absorb feedback, experiment, and continuously improve.
Highly organized:
You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow‑up with prospects across multiple funnel stages.
Empathetic communicator:
You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.
Adaptable & resilient:
Processes, underwriting policies, and scripts evolve quickly. You embrace change, learn from failure, and find resilience through consistent reflection and accountability.
Qualifications
At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.
Experience managing a customer pipeline and driving deals to close.
Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi‑state licensing may be required.
Bachelor’s degree in Finance, Business, or a related field is preferred but not required.
Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus.
Familiarity with U.S. real estate or mortgage processing is helpful but not required.
Strong computer skills, attention to detail, and a proactive, problem‑solving mindset.
Excellent communication skills, adaptability to change, and a collaborative team player.
Must be able to travel for two mandatory onsite events per year.
Must have a home office and be able to operate in a space without outside distraction.
Must obtain and maintain a Mortgage Loan Originator license under the terms of the SAFE Act within 60 days of the start date and keep it in good standing throughout employment.
Generous health benefits:
Comprehensive medical, dental, and vision plans with FSA and HSA options.
Unlimited paid time off:
Unlimited paid time off and 10 company holidays.
Flexible remote and onsite work:
Fully remote work or in‑person in our downtown Palo Alto, CA HQ.
Fully paid parental leave:
100% of regular base pay plus additional paid leave beyond state family leave.
Equity:
Meaningful equity as part of compensation.
Financial wellness:
401(k) retirement plans, guaranteed life insurance, and short‑ and long‑term disability coverage.
Extra work/life benefits:
Monthly stipends for internet, mobile plans, wellness perks, and one‑time home office reimbursement.
Salary & Compensation
All U.S. metro areas | $60,000 base; uncapped commission based on performance.
Expected On‑Target Earnings (OTE) ~ $90,000 in the first year; top performers can earn well above OTE.
Commission guarantee of $1,500 monthly for the first 3 months to support ramp‑up.
This does not include potential components of the compensation package such as equity, benefits, and perks described above.
Location Requirement This is a remote position. Candidates must reside in one of Point’s states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.
Equal‑Opportunity Employer Point is proud to be an equal‑opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.
#J-18808-Ljbffr