Outbound Sales Advocate Level 3

Company: AppleOne
Location: Lewisville
Posted on: February 18, 2026

Job Description:

Job Description Job Description Job Title: Outbound Sales Advocate III Location: Lewisville, TX (Fully Onsite) Pay: $26.40 – $33.00 per hour Employment Type: Full-Time Position Overview We are seeking an experienced and high-performing Outbound Sales Advocate III to lead member engagement and drive sales success at our Lewisville, TX location. This fully onsite role is ideal for a seasoned financial services professional who excels in consultative sales, operational excellence, and team leadership. As an Outbound Sales Advocate III, you will play a critical role in exceeding sales expectations while maintaining a strong command of operational processes, including audits, compliance, and business account maintenance. You will cultivate and deepen member relationships through high-quality consultative service, while also supporting team development by modeling best practices and reinforcing positive sales behaviors. Key Responsibilities • Conduct proactive outbound sales and service calls to support business development initiatives • Build and strengthen member relationships through consultative needs assessment and tailored financial solutions • Consistently exceed individual and team sales and service performance goals • Process transactions, update accounts, open new accounts, and assist with loan applications • Maintain strong adherence to operational policies, audits, and compliance standards • Support business account maintenance and operational accuracy • Provide exceptional member service aligned with credit union standards • Mentor new hires, participate in peer shadowing, and share best practices to enhance team performance • Reinforce a positive sales culture and act as a role model for peers • Participate in credit union-sponsored community events based on business needs • Maintain confidentiality and ensure all member interactions meet regulatory and internal guidelines What Matters Most for Success • Strong punctuality and professionalism, especially in outbound member engagement • Advanced consultative sales and communication skills • Deep understanding of financial products, services, and credit union goals • Ability to assess member financial needs and recommend appropriate solutions • Proven ability to consistently exceed sales targets • Strong knowledge of compliance, audits, and operational procedures • High attention to detail and accuracy in handling financial transactions • Effective mentoring, training, and peer development skills • Sound judgment, discretion, and ability to handle sensitive and confidential situations Qualifications • Minimum of 5 years of experience in a financial services call center • Must be able to work onsite in Lewisville, TX five days per week • Willingness to attend credit union-sponsored community events as needed • Strong cross-selling and telemarketing skills • Excellent member service, interpersonal, written, and telephone communication skills • Proven training, shadowing, and peer mentoring experience • Strong organizational skills with the ability to manage multiple priorities • Strong knowledge and understanding of financial products and services • Proficiency in Windows, Microsoft Word, Excel, and internet applications • High level of confidentiality and professionalism • Effective verbal and written communication skills Work Environment This is a fully onsite position based in Lewisville, TX. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023 -06/22- 088_EEOC_KnowYourRights6.12.pdf The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay - transp_%20English_formattedESQA508c.pdf For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. https://e- verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 1010 Company Description This company offers growth and a great group of people to work with. Company Description This company offers growth and a great group of people to work with.

Keywords: AppleOne, Akron , Outbound Sales Advocate Level 3, Accounting, Auditing , Lewisville, Ohio