Job Description

Job Description

Inside Sales Representative Source One Financial Services 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 Re-engage inactive dealerships Prospect new dealers assigned by management Identify opportunities to capture additional market share Execute monthly sales campaigns and dealer contests Deal Structuring Review applications with dealers Help structure difficult transactions before submission Work closely with Underwriting to find a path forward whenever possible Communicate approvals, stipulations and funding requirements quickly Educate dealers on maximizing approval odds Sales Activity Daily activities include:



Outbound dealer calls Follow-up on pending approvals 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 Dealer Growth Applications Submitted Look-to-Book % Application-to-Funding % Dealer Engagement Active Dealers Contacted Dealers Submitted Dealers Funding New Dealer Activations Dealer Retention Dealer Satisfaction Sales Discipline Daily outbound activity Follow-up completion CRM documentation Response time Dealer issue resolution Required Skills Robust communication skills Relationship builder Self-motivated Organized Comfortable discussing financing Ability to manage multiple dealers simultaneously Professional phone presence Strong follow-up habits Problem solving mindset What Success Looks Like A successful Inside Sales Representative: Is the dealer's first phone call Understands Source One programs inside and out Helps dealers structure approvals before submission if necessary Builds long-term dealer relationships Communicates proactively 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. Rapid 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.

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