Reports To: COO
Location: Remote or Onsite (Hybrid Optional)
Employment Type: Full-Time / Commission-Eligible
Overview
Live Oak Financial, Inc. — a rapidly growing national collections agency — is seeking a driven and professional Sales Agent to expand our client portfolio across diverse asset classes including consumer, commercial, healthcare, subrogation, and government receivables.
This role is ideal for an individual with a strong command of consultative sales, deep understanding of B2B decision cycles, and the ability to communicate the value of compliant, data-driven recovery services.
Key Responsibilities
Client Acquisition & Pipeline Growth
Identify, qualify, and engage new business opportunities within financial institutions, lenders, debt buyers, medical providers, and government entities.
Develop and maintain a high-value sales pipeline using CRM tools (e.g., HubSpot, Aktos CRM, or Salesforce).
Conduct prospect outreach via email, phone, LinkedIn, and networking events.
Consultative Selling & Relationship Management
Present Live Oak Financial’s full suite of collection, recovery, and first-party servicing solutions to decision-makers.
Conduct discovery sessions to assess client pain points, compliance requirements, and recovery objectives.
Prepare tailored proposals, service agreements, and ROI models to position LOF as a long-term strategic partner.
Strategic Coordination
Collaborate with internal leadership, compliance, and operations to design collection campaigns aligned with client expectations.
Support onboarding and implementation phases to ensure a seamless client handoff.
Market Intelligence
Monitor competitor activity, industry trends, and regulatory changes (CFPB, Reg F, FDCPA) affecting client outreach.
Report market feedback and business opportunities directly to the executive team.
Qualifications
Proven experience (3+ years) in B2B sales, preferably within debt collection, financial services, or outsourcing (BPO).
Strong understanding of receivables management, contingency pricing, and legal forwarding processes.
Exceptional communication, negotiation, and presentation skills.
Proficiency with CRM platforms, Microsoft Office, and virtual meeting tools (Zoom, Teams).
Self-motivated, results-oriented, and capable of operating independently in a fast-paced environment.
Compensation & Benefits
Base Salary: Competitive (DOE)
Commission Structure: Tiered performance incentives on new business revenue.
Benefits: PTO, Reimbursement Accounts,
Growth Path:
This is a remote position.