Sales Consultant

3 weeks ago Be among the first 25 applicants

Get AI‑powered advice on this job and more exclusive features.

$ /yr – $ /yr

We’re seeking Sales Consultants to join our commercial finance team, helping small and mid‑sized businesses access capital solutions that fuel their growth.

In this role, you’ll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit. This is a commission‑based consultative sales role with unlimited income potential.

Our top‑performing consultants earn $400,000–$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year.

• Conduct 300–600 outbound call attempts daily to business owners using our power dialer
• Perform discovery consultations to understand business objectives and capital needs
• Assess financial situations and recommend appropriate lending solutions
• Build trust and credibility as a financial resource for growing businesses

• Present tailored financing packages aligned with client business goals
• Guide clients through the application and approval process with support from our processing team
• Collaborate with senior advisors on deal structuring and closing strategies
• Develop long‑term client relationships that generate repeat business and referrals

• Build a portfolio of satisfied clients who return for future financing needs
• Establish referral partnerships with accountants, attorneys, and business networks
• Create predictable revenue streams through relationship cultivation
• Leverage your professional network to generate warm opportunities

• Year 1: $60,000–$150,000 (establishing your client base)
• Years 2–3: $150,000–$300,000 (leveraging repeat business and referrals)
• Top Performers: $400,000–$600,000+ annually
• Senior Advisors with Teams: $1,000,000+ annually

• In‑depth training on commercial lending products, credit analysis, and underwriting basics
• Advanced sales training in consultative selling and objection handling
• One‑on‑one mentorship from veteran advisors earning $500,000+
• Weekly strategy sessions and continuous professional development

• Power dialer system with built‑in CRM and lead management
• Business intelligence and contact data tools
• Professional communication platform
• Full training on all systems and technology

• Complete back‑office processing team handles all paperwork and underwriting coordination
• Senior advisors provide deal structuring guidance and closing support during ramp period
• Compliance and documentation assistance for all transactions
• Dedicated team manages lender relationships and funding logistics

• Consultative sales experience – Background in financial services, insurance, B2B solutions, or relationship‑based sales
• Business acumen – Understanding of how businesses operate and their capital needs
• Relationship focus – Build long‑term partnerships, not just transactional sales
• High‑activity orientation – Comfortable with 300–600 daily call attempts via power dialer
• Self‑direction – Proven ability to manage your own schedule and stay productive
• Professional maturity – Represent yourself and the company with integrity
• Results‑driven – Track record of meeting or exceeding performance goals

• 2+ years in consultative or relationship‑based sales
• Experience in financial services, insurance, lending, or fintech
• Previous work with business owners or B2B decision‑makers
• Familiarity with financial concepts and business financing
• History of building and maintaining a book of business

• Flexible schedule with the autonomy to manage your own time
• High‑activity role focused…