Inside Sales Representative (Ontario)

Inside Sales Representative (Ontario)

27 Sep
|
Triad Financial Services
|
Ontario

27 Sep

Triad Financial Services

Ontario

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Full Time TORONTO, ON, CA

3 days ago Requisition ID: 1320

Salary: $65,000.00 Annually

Position Summary
The Inside Sales Representative is responsible for growing loan originations by building strong relationships with RV and Marine dealerships through proactive outbound communication, responsive dealer support, and consistent follow-up. This role serves as the primary point of contact for assigned dealerships, helping dealers structure finance opportunities, understand Source One's lending programs, and ultimately increase funded loan volume.

Success is measured by booked deals, dealer engagement, portfolio growth, Look-to-Book performance, and dealer satisfaction—not simply call volume.

Primary Responsibilities
Dealer Relationship Management

Manage a portfolio of assigned dealerships

Develop relationships with F&I; Managers, Sales Managers and Dealer Principals

Become the first call for financing questions and deal structuring

Maintain regular contact with every assigned dealer

Conduct dealer onboarding and product training

Promote Source One programs, promotions and lending enhancements

Business Development

Increase applications and booked loans from existing dealers

Prospect recent dealers assigned by management

Identify opportunities to capture additional market share

Execute monthly sales campaigns and dealer contests

Deal Structuring

Review applications with dealers





Work closely with Underwriting to find a path forward whenever possible

Communicate approvals, stipulations and funding requirements quickly

Educate dealers on maximizing approval odds

Daily activities include:

Review and follow-up on turndowns

Re-engagement of inactive dealers

CRM documentation

Key Performance Indicators (KPIs)
Performance will be evaluated using:

Production

Monthly Booked Deals

Funded Loan Volume

Applications Submitted

Look-to-Book %

Application-to-Funding %

Active Dealers Contacted

Dealers Funding

New Dealer Activations

Daily outbound activity

Follow-up completion

CRM documentation

Response time

Dealer issue resolution

Required Skills

Relationship builder

Self-motivated

Organized

Ability to manage multiple dealers simultaneously

Professional phone presence

Strong follow-up habits

Problem solving mindset

What Success Looks Like

Is the dealer's first phone call

Understands Source One programs inside and out

Thinks like a business partner—not an order taker

Consistently grows booked loan volume

Core Behaviors
Every Inside Sales Representative should embody Source One's values:

Relationships First – Every dealer interaction builds trust.

Find a Path Forward – Work collaboratively with underwriting to solve problems whenever possible.

Fast Communication – Dealers should never wonder what's happening with their deal.

Own the Dealer Experience – Take responsibility from application to funding.

Continuous Improvement – Always look for opportunities to increase applications, approvals, and funded deals.

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📌 Inside Sales Representative (Ontario)
🏢 Triad Financial Services
📍 Ontario

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