Sales Associate

Sales Associate | Miami, FL | Full-time (On-Site, must live in Miami, FL to qualify)

Uncapped Commissions, Career Growth, Full Benefits

Idea Financial is looking for a Sales Associate to join our high-performing sales team. In this role, you'll support our sales representatives and underwriters by managing documents, organizing customer accounts, and providing excellent customer service to business owners across the country.

You'll gain front-line experience in how small businesses operate, share in commissions, and get a shot at moving into a Sales role down the line. This is a great opportunity to break into fintech, learn the business inside and out, and build a career with real upward mobility.

About Us:

At Idea Financial, we’re passionate about helping small businesses thrive. Based in Miami’s booming Waterford Business District, we’re a direct lender that has provided over $1 billion in financing to business owners nationwide. Our mission is simple: empower entrepreneurs with fast, flexible funding solutions so they can grow with confidence.

Responsibilities

• Provide day-to-day customer service and support the Sales and Underwriting teams in ensuring the effective execution of daily transactions
• Request missing documentation directly from customers in order to complete loan applications and draw requests
• Maintain accurate account information across all stages of the life cycle in Salesforce with the most relevant notes and updates
• Assisting customers with account inquiries and direct to appropriate department when needed
• Practice effective sales management and organizational techniques

Minimum Requirements

• No prior customer service experience is needed. If you have a strong work ethic, elite organizational skills, are a true team player, can collaborate with others, and understand the needs we have to provide strong support to our sales team, we are interested in meeting you. We can teach you the business. We cannot teach work ethic.
• Strong desire to work in fast paced environment
• Excellent personal and communication skills
• High energy level
• Passionate about customer-centric relationships

What we offer:

• Uncapped commissions and unlimited earning potential
• A new beautiful open concept office space located in the heart of Miami – Waterford Business District.
• Clear and concise goals and objectives
• Highly visible revenue generating role where you will know what your impact and contribution is to the success of the organization
• Unlimited growth potential
• A collaborative, supportive, fast paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
• A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed
• Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Competitive salary with full benefits and performance-based compensation.

Job Type: Full-time

Schedule:

• 9 AM EST – 6 PM EST
• Monday to Friday

Work Location:

Miami, FL. In-person