Sales Team Lead

Symple Lending

Irvine, CA

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JOB DETAILS

JOB TYPE

Full-time

SKILLS

Business Administration, Coaching, Corporate Compliance, Customer Escalations, Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Financial Analysis, Interpersonal Skills, Leadership, Loans, Maintain Compliance, Mentoring, Negotiation Skills, Onboarding, Operational Communications, Organizational Skills, People Management, Performance Analysis, Performance Management, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Regulatory Compliance, Revenue Growth, Sales, Sales Management, Sales Pipeline, Salesforce.com, Solution Sales, Team Lead/Manager, Team Player, Training/Teaching, Vision Plan

LOCATION

Irvine, CA

POSTED

7 days ago

Symple Lending, an innovative fintech company that is at the forefront of transforming the lending industry by empowering customers on their journey to financial freedom. Our commitment lies in providing seamless and efficient lending solutions to our customers. The Team Lead is responsible for driving individual sales performance while providing day-to-day guidance, coaching, and support to Solutions Consultants. This role serves as a key liaison between the sales team and management, ensuring alignment on performance expectations, communication flow, and operational execution. The Team Lead balances personal production with leadership responsibilities, acting as a mentor, trainer, and escalation point for both clients and team members.

Key Responsibilities
● Mentor, coach, and support Solutions Consultants to improve performance and call quality.
● Assist with onboarding and training of new hires.
● Act as the day-to-day point of contact for agents and handle escalated client calls.
● Monitor team performance and provide feedback, including call reviews and coaching.
● Serve as liaison between Solutions Consultants and Sales Manager; escalate issues and support
process improvements.
● Conduct financial education sessions and communicate with clients via inbound/outbound calls to
drive sales.
● Assess client financial situations and recommend tailored debt consolidation solutions; overcome
objections and close sales.
● Manage personal pipeline, ensuring consistent follow-up, documentation, and performance.
● Ensure adherence to company policies, compliance standards, and sales expectations.

Key Competencies:
● Excellent verbal, negotiation, and interpersonal skills.
● Excellent sales and customer service skills with proven negotiation skills.
● Strong supervisory and leadership skills.
● Excellent organizational skills and attention to detail.
● Proficient with Salesforce.
● High level of accountability, professionalism, and problem-solving ability.
● Education: Bachelor’s degree in business, Business Administration, or related field, or comparable
record of sales leadership experience required.
● At least three years of sales experience required.

Why Work for Symple Lending:

Comprehensive health, dental, and vision insurance after 60 days.
Paid Training. (7 days of training)
Sponsor IAPDA certification
A positive and collaborative work culture.
Paid time off.
Professional growth and development opportunities.
Employee referral bonus program.

Symple Lending is an equal opportunity employer and encourages candidates of all backgrounds to apply.

Sales Team Lead

Symple Lending

Irvine, CA

About the Company

Symple Lending

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