In-Person Account Executive

We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States.

Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions.

We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management.

Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close.

This is a performance-based, Salary plus commisson

Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings.

• Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology
• Identify and qualify small and mid-sized businesses requiring commercial financing solutions
• Build and manage a robust sales pipeline through consistent daily prospecting activity

• Conduct discovery calls to assess business financing needs and capital requirements
• Present tailored financing solutions aligned with client business objectives
• Collaborate with processing team and senior advisors to structure and close transactions
• Maintain accurate records of all sales activities and client interactions in CRM system

• Develop long-term relationships with funded clients to generate repeat business
• Build referral partnerships with clients, accountants, attorneys, and business networks
• Create a book of recurring clients that generates predictable revenue streams

• Meet or exceed monthly and quarterly performance metrics
• Participate in ongoing training and professional development programs
• Qualify for merit-based commission rate increases based on performance milestones
• For top performers: Opportunities to mentor junior advisors and eventually lead sales teams

• Year 1: $60,000-$150,000 (typical ramp period)
• Years 2-3: $150,000-$400,000 (with established book of business)
• Top Performers: $400,000-$600,000+ annually
• Senior Advisors (Team Leaders): $1,000,000+ annually

• Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology
• Ongoing training in objection handling, closing techniques, and advanced sales strategies
• One-on-one mentorship from veteran advisors earning $400,000+ annually

• Power/parallel dialer system with integrated lead management
• CRM platform with full training and support
• Data enrichment and lead intelligence tools
• Communication and productivity software suite

• Full back-office processing team handles all loan applications and underwriting
• Deal structuring support from senior advisors during ramp period
• Senior advisors assist with deal closing while new Account Executives develop skills
• Administrative support for documentation and compliance

• Clear performance-based advancement path
• Regular one-on-one coaching sessions
• Weekly team strategy and training calls
• Leadership development program for high performers

• Demonstrated ability to thrive in a high-activity, outbound sales environment
• Strong communication skills with ability to build rapport with business owners
• Self-motivated with proven ability to work independently without direct supervision
• Resilience and ability to handle rejection professionally
• Commitment to following established sales processes and best practices
• Reliable home office setup with high-speed internet connection
• Legal authorization to work in the United States

• 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles)
• Previous experience in financial services, lending, or fintech
• Track record of meeting or exceeding sales quotas
• Experience with CRM systems (Salesforce)
• Familiarity with SMB markets and business operations

Our most successful Account Executives typically possess:

• High activity tolerance: Comfortable making 300+ outbound calls daily
• Competitive drive: Motivated by performance metrics and leaderboard rankings
• Entrepreneurial mindset: Approach the role as building their own business
• Coachability: Willing to implement feedback and follow proven systems
• Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months
• Professional maturity: Ability to represent the company with integrity and professionalism

• Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week)
• Consistent daily prospecting activity regardless of current pipeline status
• Regular CRM updates and pipeline management
• Participation in required training sessions and team meetings

• Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support)
• Months 5-7: Establish consistent production and develop repeat client relationships
• Months 8-12: Begin closing deals independently while building pipeline momentum
• Year 2+: Leverage established book of business for predictable, compounding income

• No benefits package (health insurance, paid time off, retirement contributions)
• Income is variable and directly tied to individual sales performance
• Initial ramp period typically requires 3-6 months before consistent income is achieved
• Success requires significant personal discipline and time management

• Tiered commission structure with higher rates at performance milestones
• Quarterly reviews with opportunity for rate increases based on production
• Recognition programs for top monthly and quarterly performers

• Opportunity to mentor and coach junior advisors
• Potential to build and lead sales teams
• Additional compensation structure for team leadership and development
• Senior Advisor designation with enhanced commission splits

Interested candidates should be prepared to discuss:

• Previous sales experience and performance metrics
• Approach to high-volume outbound prospecting
• Understanding of commission-based compensation structures
• Long-term career goals and income objectives
• Ability to commit to the activity requirements and ramp period

Must be in the office, no remote available. Looking for an immediate hire.