Loan Sales Broker (Inbound - No License Required)

Be part of a fast-growing, tech-based financial brokerage in Orange County, CA - serving business owners, investors, and consumers on competitive, modern loan products. You will work and train directly with the company founders to create a significant impact - playing an integral role in the company's growth, developing your sales skills, and the lives of our clients.

The Loan Sales Advisor manages a high volume of company-generated homeowner, business owner, and investor leads - looking to access funding products used towards consolidating debt, reinvesting into real estate, or growing their businesses. The role involves responding quickly, educating prospects on financing products, presenting loan options, and consistently following up with clients throughout the application and funding process.

Sales are conducted primarily via phone, text, and recording video walkthroughs for clients. This is a full-time role.

This is a fast-paced, highly communicative sales role requiring strong organization, energy, coachability, financial curiosity, and relentless follow-up. No self-generated business is required, and full product training, scripts, technology, and ongoing leadership support are provided.

• Location: Orange County, CA (Will begin remote - to pivot to in-office by Q4 2026)
• Compensation: 10% of generated revenue
• OTE: $200,000–$300,000+
• Lead generation: Primarily inbound leads generated daily
• Self-generated business: Not required

Requirements & Experience:

• Must be local to Orange County and willing to work in-office beginning Q4 2026
• B2B or B2C sales (or customer-facing) experience required - see below
• Willing and able to work full-time hours immediately
• Possess the traits detailed below

Non-negotiable traits

• Persistent: Does not mentally discard a lead because they ghosted or initially said no.
• Fast: Responds immediately and does not allow CRM tasks to accumulate.
• Coachable: Follows the process before trying to reinvent it.
• Communicative: Keeps leadership informed and writes concise, persuasive client messages.
• Organized: Can manage new leads, active applications, approvals and stalled files simultaneously.
• Energetic: Sounds enthusiastic after the fiftieth call, not just the fifth.
• Financially curious: Can learn credit, debt consolidation, real estate and lending strategy.
• Technically capable: Comfortable with CRMs, texting platforms, AI tools, digital applications and document systems.

Roles with transferable experience:

• Mortgage Loan Officers / Loan Officer Assistants looking for a position with less cold prospecting and leaning on realtor relationships, with more financial upside.
• Personal Banker / Relationship Bankers looking for a faster-paced, performance-based role with higher income potential.
• Solar / Door-to-Door Sales Representatives looking to come out of the field while still in a competitive, fast-paced sales environment.
• Real Estate Agents looking to come out of the field while still leveraging your passion for real estate.
• MCA / Business Financing Sales Representatives looking for a product to sell with less challenging financial terms.
• Insurance Sales Agents looking for less outbound prospecting, more inbound leads, and more immediate upside potential.
• High-Ticket Sales Closers looking for a more long-term career with similar / higher income potential.

Other transferrable roles:

• Account Executive / Business Development Representatives
• Call Center or Inbound Sales Representative
• Financial Services Sales Representative
• HELOC or Consumer Lending Specialists
• Debt Consolidation or Debt Relief Sales Representatives
• Automotive Sales Consultant