Inside Sales Representative

Job Title: Inside Sales Representative

Status: Full-time

Location: Irvine, CA


Company Information: Equify Financial is a privately-owned, independent specialty finance company based in Fort Worth, Texas. We tailor and personalize our services for each client to build a strong relationship and a strong future for their business. We are an independent, collateral-based lender that can service customers at every financial stage of their business. With over 180 years of combined experience in the equipment finance industry, we can provide an extensive amount of knowledge and an in-depth understanding of our customers’ financial circumstances. We help our clients identify areas of growth and find creative solutions that bring more capital to their businesses.



Position Summary: The Inside Sales Representative will solicit, win, close, and service loan and lease transactions secured by various types of equipment, at a targeted return, from end-user sources within an assigned geographic territory.

Key Roles / Responsibilities

  • Prospect for new relationships and service existing relationships via phone, e mail, and social media contact. 
  • Utilize Customer Relationship Management (CRM) software for day-to-day contact and follow-up (calls, meetings, email campaigns, opportunities).
  • Provide referrals to other Equify company businesses.
  • Generate new business at assigned volume and yield level.
  • Maintain and develop relationships with existing customers and prospects.
  • Make decisions and resolve issues to meet business objectives and protect the company’s portfolio.
  • Attending training events including sales training, product training.
  • Attending trade shows, industry related conferences, association meetings, etc.
  • Performs other related duties as required.

Required Education, Experience, and Qualifications:

  • Bachelor’s Degree preferred but not required. 
  • A minimum of one to three years of Finance industry-related skill, knowledge, or experience.
  • Safeguarding confidential and protected information covered by privacy law and company policy.
  • Must work independently and as a member of a team.
  • Must be self-motivated and self-disciplined.
  • Travel required, up to 20%.
  • Well-developed telephone and personal presentation skills.
  • Ability to understand and articulate complex finance and lease structures.
  • Knowledge of sales, credit, marketing, and business principles.
  • Solid understanding of heavy, medium, and light equipment and relevant applications.
  • Critical Thinking — using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Judgment and Decision Making — Considering the relative costs and benefits of potential actions to choose or recommend the most appropriate one.
  • Complex Problem Solving — Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Working Conditions:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift 15 pounds at times.
  • Positions self to install equipment, including under desks.
  • Moves throughout the building to access files.
  • Must be able to comprehend and follow written and oral instructions.
  • Must be able to complete tasks even with frequent interruptions.
  • Must be able to use discretion and independent judgment as needed.
  • Must be able to speak clearly on the phone and to fellow workers.


  • Competitive Compensation Package
  • Medical + Dental + Vision Coverage
  • 401K + Company Match
  • Life Insurance + Long Term Disability Coverage – 100% Company Paid
  • Health Savings Account (HSA)
  • Gym Reimbursement Program
  • Tuition Reimbursement Program
  • Wellness Check Program – Insurance Premium Discounts
  • EAP Resources
  • Paid Holidays
  • Paid Time Off (PTO)


This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change.  Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.