Business Development Specialist Jobs at Purpose Financial with Visa Sponsorship
Purpose Financial hires Business Development Specialists to grow client relationships and drive revenue across its financial services portfolio. The company has a consistent track record of sponsoring work visas for this function, supporting candidates through H-1B, OPT, and other pathways from offer through filing.
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Date: Apr 21, 2026
Location: Santa Maria, CA, US, 93454
Company: Purpose Financial
Brand: Purpose Financial
Address: 1525 A South Broadway, Santa Maria, California, United States - 93454
Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 800 storefront locations and online lending. Providing services in over 23 states, Purpose Financial employs over 2,500 team members.
At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.
We offer:
- Competitive Wages
- Health/Life Benefits
- Health Savings Account plus Employer Seed
- 401(k) Savings Plan with Company Match
- Paid Parental Leave
- Company Paid Holidays
- Paid Time Off including Volunteer Time
- Tuition Reimbursement
- Business Casual Environment
- Rewards & Recognition Program
- Employee Assistance Program
- Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks
Position Summary
The Consumer Lending Sales Specialist (CLSS) is a performance-based, hands-on role focused on delivering exceptional customer service while achieving individual and branch sales goals. This position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. The CLSS actively contributes to branch success by meeting performance metrics defined by management and participating in marketing and collection efforts. All responsibilities must be executed in full compliance with federal and state regulations while adhering to established company policies, procedures, and practices.
Job Responsibility
Customer Service, Sales, Marketing & Customer Acquisition
- Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
- Deliver exceptional customer experience while managing growing consumer loan portfolio
- Present tailored financial solutions aligned with customer goals and needs
- Build and maintain strong customer relationships throughout the loan lifecycle
- Educate customers on loan terms, conditions, and product features
- Execute and track community marketing initiatives to generate growth
- Demonstrate company core values and purpose while building trust with customers and staff
Operations & Compliance
- Support branch financial objectives and performance metrics
- Maintain strict adherence to company policies, state and federal regulations
- Ensure accurate cash controls and security procedures
- Maintain precise customer documentation and transaction records
- Conduct and document collection activities
- Follow Loss Prevention (LP) Standards
Team Collaboration
- Foster a positive team environment while supporting colleagues to enhance customer experience
- Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork
Education Required
High School Diploma or equivalent required; some college preferred.
Experience Required
Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
Knowledge Required
Strong math skills, including the ability to count cash; professional verbal communication by phone and in person; ability to read, write, evaluate, and apply complex and detailed information; ability to work alone on occasion; ability to interact professionally and exhibit appropriate social skills; ability to negotiate payment terms and effectively communicate loan requirements; ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees; ability to use computer programs required to process customer transactions; ability to follow procedures in the normal course of business; ability to develop and maintain business relationships.
Physical Requirements
Standing for long periods of time; sitting occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division; exposure to outdoors limited to elements that the ordinary person would be exposed to at that time; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals); use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any branch within the division (distance varies by division).
Competencies
Sales & Customer Excellence-CLSS
Results & Accountability-CLSS
Leadership, Coaching & Development-CLSS
Adaptability & Growth Mindset-CLSS
Digital & Future Readiness-CLSS
Travel
Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within division for marketing, staffing, special events, and banking responsibilities.
Attire
The Company offers employees the option of wearing, polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.
Other
Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check and Motor Vehicle Report (MVR). Regular and punctual attendance is required. Schedules may be changed as needed to accommodate business needs. Overtime may be required.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Requisition ID: 46185
Nearest Major Market: Santa Barbara
Nearest Secondary Market: Santa Maria

Date: Apr 21, 2026
Location: Santa Maria, CA, US, 93454
Company: Purpose Financial
Brand: Purpose Financial
Address: 1525 A South Broadway, Santa Maria, California, United States - 93454
Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, promoting financial inclusion and meeting consumers wherever they are. Through its brands, the company is committed to helping customers achieve their version of financial stability in the moment and in the future. Since 1997, Purpose Financial has been a pioneer in the consumer credit and financial services market offering money solutions in over 800 storefront locations and online lending. Providing services in over 23 states, Purpose Financial employs over 2,500 team members.
At Purpose Financial we are always on the lookout for motivated individuals who share in our values of mutual respect to join our team of outstanding professionals.
We offer:
- Competitive Wages
- Health/Life Benefits
- Health Savings Account plus Employer Seed
- 401(k) Savings Plan with Company Match
- Paid Parental Leave
- Company Paid Holidays
- Paid Time Off including Volunteer Time
- Tuition Reimbursement
- Business Casual Environment
- Rewards & Recognition Program
- Employee Assistance Program
- Office in downtown Greenville that offers free parking, onsite gym, free snacks/drinks
Position Summary
The Consumer Lending Sales Specialist (CLSS) is a performance-based, hands-on role focused on delivering exceptional customer service while achieving individual and branch sales goals. This position requires attention to detail, excellent customer service skills, and a passion for sales and customer acquisition. The CLSS actively contributes to branch success by meeting performance metrics defined by management and participating in marketing and collection efforts. All responsibilities must be executed in full compliance with federal and state regulations while adhering to established company policies, procedures, and practices.
Job Responsibility
Customer Service, Sales, Marketing & Customer Acquisition
- Drive customer acquisition through storefront and online channels using effective sales tools and marketing techniques
- Deliver exceptional customer experience while managing growing consumer loan portfolio
- Present tailored financial solutions aligned with customer goals and needs
- Build and maintain strong customer relationships throughout the loan lifecycle
- Educate customers on loan terms, conditions, and product features
- Execute and track community marketing initiatives to generate growth
- Demonstrate company core values and purpose while building trust with customers and staff
Operations & Compliance
- Support branch financial objectives and performance metrics
- Maintain strict adherence to company policies, state and federal regulations
- Ensure accurate cash controls and security procedures
- Maintain precise customer documentation and transaction records
- Conduct and document collection activities
- Follow Loss Prevention (LP) Standards
Team Collaboration
- Foster a positive team environment while supporting colleagues to enhance customer experience
- Actively participate in branch initiatives and contribute to overall branch success through collaborative teamwork
Education Required
High School Diploma or equivalent required; some college preferred.
Experience Required
Sales and/or customer service experience required, or equivalent experience. One year of experience in one or more of the following areas preferred: sales, retail, banking, or collections.
Knowledge Required
Strong math skills, including the ability to count cash; professional verbal communication by phone and in person; ability to read, write, evaluate, and apply complex and detailed information; ability to work alone on occasion; ability to interact professionally and exhibit appropriate social skills; ability to negotiate payment terms and effectively communicate loan requirements; ability to understand and ensure compliance with policies, procedures, and laws governing our industry/business and employees; ability to use computer programs required to process customer transactions; ability to follow procedures in the normal course of business; ability to develop and maintain business relationships.
Physical Requirements
Standing for long periods of time; sitting occasionally; walking; bending; squatting; kneeling; pushing/pulling; reaching; twisting; frequent lifting of less than 10 lbs., occasional lifting of up to 20 lbs.; driving and having access during the workday to an insured and reliable transportation in order to complete tasks including, but not limited to, banking, marketing, and providing staffing coverage within the division; exposure to outdoors limited to elements that the ordinary person would be exposed to at that time; typing; data entry; grasping; transferring items between hands and/or to another person or receptacle; housekeeping/cleaning (vacuuming, dusting, cleaning windows, bathroom, etc., including exposure to cleaning chemicals); use of office equipment to include computers; ability to travel to, be physically present at, and complete the physical requirements of the position at any branch within the division (distance varies by division).
Competencies
Sales & Customer Excellence-CLSS
Results & Accountability-CLSS
Leadership, Coaching & Development-CLSS
Adaptability & Growth Mindset-CLSS
Digital & Future Readiness-CLSS
Travel
Must have a valid driver’s license and access to insured, reliable transportation. Ability to travel within division for marketing, staffing, special events, and banking responsibilities.
Attire
The Company offers employees the option of wearing, polos, blouses, collared shirts, sweaters or other professional attire with slacks or jeans and appropriate shoes. Employees should dress accordingly to their business.
Other
Must be 18 (except in AL where the age requirement is 19), eligible to work in the USA, and able to successfully complete all post offer screens, including a criminal background check and Motor Vehicle Report (MVR). Regular and punctual attendance is required. Schedules may be changed as needed to accommodate business needs. Overtime may be required.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or disability.
Requisition ID: 46185
Nearest Major Market: Santa Barbara
Nearest Secondary Market: Santa Maria
See all 29+ Business Development Specialist at Purpose Financial jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Business Development Specialist at Purpose Financial roles.
Get Access To All JobsTips for Finding Business Development Specialist Jobs at Purpose Financial Jobs
Align Your Credentials to Financial Services Standards
Purpose Financial evaluates Business Development Specialists on industry-specific competencies like portfolio growth, client acquisition, and financial product knowledge. Frame your resume and credentials around measurable outcomes in these areas before you apply.
Target Roles That Match Your Visa Timeline
If you're on F-1 OPT, confirm your CPT or OPT end date against Purpose Financial's typical hiring cycle. Business development roles often have longer ramp-up periods, so a role starting close to your OPT expiry creates real risk without an H-1B petition already in motion.
Use Migrate Mate to Surface Open Positions
Purpose Financial posts Business Development Specialist openings across multiple channels at varying times. Use Migrate Mate to filter for roles at Purpose Financial that explicitly support visa sponsorship, so you're not applying blind to positions that won't move your case forward.
Clarify Sponsorship Scope During Early Conversations
Before your first-round interview, ask the recruiter whether the Business Development Specialist role supports both H-1B and Green Card pathways. Some financial services employers separate initial work authorization sponsorship from PERM-based permanent residency support.
Understand How the H-1B Cap Affects Your Offer Timing
If you need a new H-1B, USCIS only accepts cap-subject petitions in April for an October 1 start. If Purpose Financial extends an offer in July, you'll need to negotiate a delayed start or explore cap-exempt alternatives while you wait for the next registration window.
Document Your Specialty Occupation Eligibility in Advance
Business development roles in banking and financial services must meet USCIS's specialty occupation standard. Gather degree transcripts, professional certifications like Series 7 or CFA coursework, and any licensing documentation before your offer stage so the I-129 petition moves without delays.
Business Development Specialist at Purpose Financial jobs are hiring across the US. Find yours.
Find Business Development Specialist at Purpose Financial JobsFrequently Asked Questions
Does Purpose Financial sponsor H-1B visas for Business Development Specialists?
Yes, Purpose Financial has a documented history of sponsoring H-1B visas for Business Development Specialists. The role typically qualifies as a specialty occupation given the financial analysis, client portfolio management, and product knowledge requirements. Confirm sponsorship intent directly with the recruiter during the offer stage, as timelines depend on where you are in the USCIS registration cycle.
How do I apply for Business Development Specialist jobs at Purpose Financial?
Applications go through Purpose Financial's careers portal. Before applying, browse current openings on Migrate Mate to identify which Business Development Specialist listings explicitly flag visa sponsorship availability. Tailor your application to highlight revenue-generating experience, client relationship management, and any financial services credentials, since those are the competencies Purpose Financial weighs most heavily for this role.
Which visa types does Purpose Financial commonly use for Business Development Specialist roles?
Purpose Financial sponsors H-1B visas for most long-term hires and also supports F-1 OPT and CPT for candidates still completing or recently completing a degree. TN visas are an option for Canadian and Mexican nationals in qualifying roles. Candidates further along in their career may be able to pursue EB-2 or EB-3 Green Card sponsorship after establishing tenure in the role.
What qualifications and experience does Purpose Financial expect for Business Development Specialist roles?
Most Business Development Specialist postings at Purpose Financial expect a bachelor's degree in finance, business, or a related field, combined with direct experience in client acquisition or financial product sales. Familiarity with banking regulations, CRM platforms, and financial services licensing such as Series 65 or Series 7 strengthens your candidacy. For H-1B sponsorship, your degree must align specifically with the role's core responsibilities.
How long does the visa sponsorship process take after receiving an offer from Purpose Financial?
If you need an H-1B and are cap-subject, the timeline is tied to USCIS's annual registration window in March with an October 1 start date. Your employer files the petition after lottery selection. Premium processing reduces USCIS adjudication to 15 business days but doesn't change the October start. OPT and TN pathways move faster, often within weeks of an offer being finalized.
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