In-Person Account Executive

About the Role

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 prospect small and mid-sized businesses, conduct needs assessments, present financing solutions, and manage the sales process through close.

Responsibilities

• 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

Requirements

• 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

Preferred Qualifications

• 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

Ideal Candidate Profile

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

Position Expectations

• 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

Performance Timeline:

• 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

Important Considerations:

• 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

Pay

Commission Structure: Competitive rates on all funded deals

Earnings Potential:

• 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

Additional Compensation:

• Merit-based commission rate increases tied to performance milestones
• Monthly and quarterly performance reviews with potential bonuses
• Residual income opportunities from repeat client relationships
• Leadership bonuses for advisors who advance to team management roles

Benefits

Training & Development

• 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

Technology & Tools

• 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

Operational Support

• 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

Career Development

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

Growth & Advancement Opportunities

• Merit-Based Progression: 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

Leadership Track (Top Performers Only)

• 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

This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures. It requires significant outbound prospecting effort, particularly in the first 6-12 months. However, advisors who commit to the process and build a strong book of business create substantial long-term income potential.