Account Executive

COMPANY OVERVIEW

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 commission

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

Business Development & Prospecting

• 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

Sales & Client Management

• 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

Relationship Development

• 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

Performance & Growth

• 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

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

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

Essential:

• 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
• Res…