Inside Sales Specialist at TAB Bank

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:

• Onsite Gym
• Tuition Reimbursement
• Paid Holidays
• Gym Reimbursement
• College Scholarships for Employees and Families
• 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.