Sales Consultant

Overview

Job Description

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.

Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility.

• Client Consultation & Advisory
• 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

• Sales & Relationship Management
• 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

• Business Development
• 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

• Commission-Based Compensation (Temporary base salary)
• 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

• Training & Mentorship
• 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

• Technology & Infrastructure
• 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

• Operational Support
• 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

You'll excel in this role if you have:

• 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 - You 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 - You represent yourself and the company with integrity
• Results-driven - Track record of meeting or exceeding performance goals

• Preferred Background:
• 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

• Work Environment: Flexible schedule with the autonomy to manage your own time
• Realistic Timeline:
• Months 1-3: Intensive training and initial prospecting with mentor support
• Months 4-6: Begin closing deals independently while building client relationships
• Months 7-12: Establish consistent production and develop repeat client base
• Year 2+: Leverage established relationships and referrals for compounding income growth

• Important Considerations:
• Commission compensation with variable income based on performance
• Initial ramp period of 3-6 months before reaching consistent income levels
• Success requires self-discipline, time management, and consistent daily activity

For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles.

For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles.

For B2B sales professionals: Transition into…