In-Person - Associate Broker

Daily Responsibilities

• Make 300-600 outbound call attempts per day to business owners using our automated power dialer
• Introduce commercial financing solutions to businesses that may need capital
• Ask qualifying questions to understand if we can help their business
• Schedule follow-up calls and coordinate with our processing team
• Learn from senior advisors who will help you close deals while you develop your skills
• Build relationships with clients who come back to you for future financing needs

Development Path

• Months 1-3: Complete training, practice scripts, make calls, and observe senior advisors closing deals
• Months 4-6: Start closing deals with mentor support while building your pipeline
• Months 7-12: Close deals more independently and develop repeat client relationships
• Year 2+: Build a book of business with recurring clients and referral partners

Earning Potential

• First 3-6 months: $10,000-$40,000 (learning phase, building skills)
• Months 6-12: $40,000-$80,000 (gaining momentum, closing consistently)
• Year 2: $80,000-$200,000 (established client base and referral network)
• Years 3+: $150,000-$400,000+ (leveraging book of business)
• Top Performers: $400,000-$600,000+ annually

Team Leadership

• Opportunity to mentor new reps and eventually lead your own team
• Opportunity to earn $1,000,000+ annually

Additional Compensation

• Commission-based compensation
• Monthly and quarterly bonuses for exceeding goals
• Income from repeat clients who return for additional financing
• Team leadership bonuses for those who advance to management

Training & Development

• We teach you everything: step-by-step training on all financing products
• Step-by-step training on all financing products (term loans, lines of credit, equipment financing, etc.)
• Sales scripts and conversation frameworks you can follow
• How to handle objections and common questions
• Product knowledge, credit basics, and lending fundamentals
• Daily coaching and feedback to help you improve
• Mentorship Program: Assigned mentor who is a top-earning advisor ($500,000+)
• Senior advisors will close deals for you while you learn the process
• Shadow successful reps to see what works
• One-on-one coaching sessions weekly
• Group training calls and workshops
• Tools & Technology: Power dialer system that automatically calls leads for you (no manual dialing)
• CRM platform to track your calls and manage your pipeline (we'll train you)
• Scripts and talk tracks to guide your conversations
• Lead lists provided, you don't have to find your own prospects
• Operational Support: Back-office team handles all loan applications and paperwork
• Processing team coordinates with lenders and manages approvals
• You focus on calling and building relationships, we handle the rest

Who We're Looking For

• Willingness to make calls - This role requires making 300-600 call attempts daily (our dialer automates most of this)
• Thick skin - You'll hear "no" a lot; you can't take rejection personally
• Coachability - You're willing to follow our proven process and accept feedback
• Self-discipline - You can work from home without someone watching over you
• Goal-oriented - You're motivated by hitting targets and earning commissions
• Consistency - You understand success comes from showing up and doing the work every day
• Positive attitude - You stay motivated even when things are challenging

What To Expect

• The first 3-6 months will be the hardest because you're learning and building your pipeline
• Most people quit during this phase
• You'll start closing deals and earning real commissions ($2K-$15K+ per deal)
• You'll build confidence and your calls will get easier
• You'll develop a client base that comes back to you repeatedly
• Your income will grow and become more predictable over time
• You'll have the skills to earn a six-figure income for the rest of your career

Is This Right For You?

• This is NOT for you if:
• You need a guaranteed paycheck regardless of performance
• You're not comfortable talking to people on the phone
• You want a typical 9-5 job where you do the minimum and go home
• You give up easily when things get hard
• This IS for you if:
• You're tired of working hard at low-paying jobs with no upside
• You want control over your income and schedule
• You're coachable and willing to learn a new skill
• You can handle rejection and stay positive
• You're ready to put in 6-12 months of hard work to build something real