Inside Sales Agent (ISA)
Power Digital📌 Core Information
🔹 Job Title: Inside Sales Agent (ISA)
🔹 Company: Power Digital (for a partner company)
🔹 Location: San Diego, California, United States
🔹 Job Type: Not specified
🔹 Category: Sales
📌 Essential Job Details
🚀 Job Overview
As an Inside Sales Agent (ISA), you will be responsible for nurturing both inbound and outbound leads through the sales funnel in the mortgage industry. Your primary focus will be on qualifying prospects, conducting initial consultations, and scheduling appointments with Loan Officers. This role serves as a critical bridge between marketing initiatives and the closing team, ensuring a smooth customer journey while maintaining a healthy pipeline of potential borrowers.
ASSUMPTION: Based on the responsibilities and compensation structure mentioned, this appears to be a role within the mortgage or lending industry, though the specific industry vertical isn't explicitly stated in the original listing.
📋 Key Responsibilities
✅ Nurture both inbound and outbound leads and move them through the sales funnel
✅ Conduct initial consultations to assess borrower needs and motivations
✅ Schedule borrower appointments with Loan Officers or Loan Partners
✅ Track and manage a pipeline of potential borrowers
✅ Ensure consistent communication and follow-up with leads
✅ Work closely with marketing teams to capitalize on campaigns and lead flow
🎯 Required Qualifications
Education: Not specified
Experience: Sales, customer service, or lead generation background preferred. More experience than an SDR (Sales Development Representative) is expected.
Skills:
- Communication and consultative selling skills
- Pipeline management capabilities
- Follow-up discipline and organization
Licensing: Not required unless discussing specific loan programs or terms
Knowledge: Familiarity with mortgage process and products is helpful but not mandatory
ASSUMPTION: The communication and consultative selling skills are inferred based on the responsibilities of conducting consultations and managing relationships with potential borrowers.
💰 Compensation & Benefits
Salary Range: $40,000–$60,000 base salary annually
Bonuses: Performance-based incentives for appointments set or closed loans
Total Compensation: $50,000–$80,000 depending on performance
Benefits: Not specified
Industry Comparison: This compensation range is competitive for Inside Sales Agent roles in the mortgage industry, particularly in the San Diego market where the cost of living is higher than the national average.
ASSUMPTION: The industry comparison is based on typical compensation structures for similar roles in the mortgage industry in major metropolitan areas like San Diego.
📌 Applicant Insights
🔍 Company Context
Industry Position: Power Digital is a tech-enabled growth marketing firm operating at the intersection of marketing, consulting, and data intelligence. They work with leading and emerging companies worldwide, offering a comprehensive suite of marketing services.
Company Size: Not specified, but appears to be an established firm with significant client relationships managing billions in media.
Company Stage: Established growth company with proprietary technology (nova) and a full suite of marketing services.
ASSUMPTION: While the job is for a partner company (not directly with Power Digital), understanding Power Digital's position is relevant as they are managing the recruitment process.
📊 Role Analysis
Career Level: Mid-level sales position (more experienced than an SDR)
Reporting Structure: Not specified, but likely reports to a Sales Manager or Director
Team Size/Composition: Not specified
Growth Opportunities: Potential progression into Loan Officer or Account Executive roles with demonstrated success
ASSUMPTION: The career level is inferred from the statement that this role requires "more experience than an SDR." The growth opportunities are based on typical career paths in the mortgage and sales industries.
🌍 Location & Work Environment
Office Type: Not specified
Geographic Context: San Diego is a major city in Southern California with a diverse economy including significant technology, defense, and real estate sectors. It has a higher than average cost of living compared to many U.S. cities.
Work Schedule: Not specified, but likely standard business hours to align with customer availability
Regional Considerations: San Diego's housing market is active but expensive, which may provide both opportunities and challenges for mortgage professionals.
ASSUMPTION: The work schedule is assumed based on typical patterns for inside sales roles that need to be available when potential customers are reachable. The regional housing market insight is based on San Diego's known real estate dynamics.
💼 Interview & Application Insights
Typical Process: Initial screening call, skills assessment or roleplay, panel interview with sales leadership, and possibly a final interview with senior management
Key Assessment Areas:
- Phone presence and communication skills
- Consultative selling approach
- Resilience and follow-up discipline
- Pipeline management capabilities
Application Tips: Highlight metrics from previous sales roles (conversion rates, appointment setting success, pipeline value managed). Demonstrate understanding of consultative sales approaches and the importance of qualifying prospects effectively.
ATS Keywords: inside sales, ISA, lead nurturing, mortgage, sales development, appointment setting, pipeline management, consultative selling, follow-up
ASSUMPTION: These insights are based on standard industry practices for inside sales roles, particularly in the mortgage industry.
🛠️ Tools & Technologies
- CRM systems (likely Salesforce, HubSpot, or mortgage-specific CRMs)
- Email tracking and automation tools
- VoIP or calling platforms
- Calendar scheduling tools
- Lead scoring and management systems
ASSUMPTION: These tools are standard for inside sales roles in the mortgage industry and are not explicitly mentioned in the job description.
👔 Cultural Fit Considerations
Company Values: Integrity, autonomy, grit, and a "relentless pursuit of growth." Power Digital describes itself as "people-first" with value placed on diversity in backgrounds and experiences.
Work Style: Growth-obsessed, results-driven environment that demands innovation and measurable outcomes.
Self-Assessment:
- Are you comfortable with performance-based incentives that can significantly impact your total compensation?
- Do you thrive in an environment that values measurable results and metrics?
- Are you able to balance consultative relationship-building with meeting appointment quotas?
- Can you maintain high energy and persistence through multiple follow-up attempts?
ASSUMPTION: While the job is for a partner company, the cultural elements are inferred from Power Digital's company description and the nature of the sales role described.
⚠️ Potential Challenges
- Managing a high volume of leads at different stages of the sales funnel
- Maintaining consistent follow-up while continuously engaging new prospects
- Balancing appointment quantity with quality to ensure productive meetings for Loan Officers
- Navigating the variable compensation structure, which could lead to income fluctuations
ASSUMPTION: These challenges are common in inside sales roles with performance-based compensation structures and are inferred from the responsibilities listed.
📈 Similar Roles Comparison
The Inside Sales Agent (ISA) role sits between entry-level Sales Development Representatives (SDRs) and full Loan Officers/Account Executives:
- vs. SDR: ISAs typically handle more consultative conversations and qualify leads more deeply than SDRs, who often focus primarily on initial outreach and appointment setting.
- vs. Loan Officer: ISAs do not need licensing and aren't responsible for the full loan process or closing deals, unlike Loan Officers who manage the entire sales cycle.
- vs. BDR (Business Development Representative): While similar, ISAs in the mortgage industry typically focus more on individual consumers rather than business clients.
ASSUMPTION: This comparison is based on standard industry structures for sales roles in the mortgage and lending sectors.
📝 Sample Projects
- Developing and implementing a systematic follow-up process for leads that initially show interest but don't immediately schedule appointments
- Creating a qualification framework to better match potential borrowers with the most appropriate Loan Officers based on needs and loan types
- Collaborating with the marketing team to refine lead generation campaigns based on conversion data
- Building a consistent pipeline management system to ensure no qualified leads fall through the cracks
ASSUMPTION: These projects are illustrative examples based on the listed responsibilities and typical objectives for Inside Sales Agents in the mortgage industry.
❓ Key Questions to Ask During Interview
- What is the typical lead-to-appointment conversion rate for successful ISAs in your organization?
- How are leads distributed among the team, and what is the typical volume an ISA manages at any given time?
- What training do you provide regarding the mortgage products and services to help ISAs have more effective consultative conversations?
- Can you describe how the bonus structure works in practice? What percentage of ISAs consistently achieve the higher end of the compensation range?
- What CRM and communication tools does the team use for pipeline management?
- What is the typical career progression for successful ISAs within the organization?
ASSUMPTION: These questions are suggested based on important considerations for inside sales roles and may need adaptation for specific interviews.
📌 Disclaimer
⚠️ This enhanced job description was AI-generated based on the original job listing. Information has been organized and supplemented with industry-standard insights where details were not provided. All assumptions are explicitly labeled. Applicants should verify all details directly with the employer before making decisions based on this content.
📌 Next Steps for Applicants
- Customize your resume: Highlight previous sales experience, especially in lead nurturing, consultative selling, and appointment setting. Include specific metrics where possible (conversion rates, appointments set, etc.).
- Prepare your sales approach: Be ready to discuss or demonstrate how you qualify leads and conduct consultative conversations, potentially through role-play scenarios.
- Research mortgage basics: While not required, familiarizing yourself with basic mortgage terminology and processes will demonstrate initiative and reduce your learning curve.
- ATS optimization: Ensure your resume includes key terms from the job description like "lead nurturing," "pipeline management," "consultative selling," and "appointment setting" to pass automated screening.
- Prepare for the application process: Note that this position is with a partner company of Power Digital, not with Power Digital directly. Be prepared to discuss why you're interested in the mortgage industry specifically.
- Compensation expectations: Be prepared to discuss your expectations within the stated range ($40,000-$60,000 base with potential total compensation of $50,000-$80,000), with an understanding of how performance metrics impact total earnings.