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Financial Sales Representative

High Rise capital
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Description

We're seeking Financial Sales Representatives to join our 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.

 

 

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.

 

WHAT YOU'LL DO

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

 

EARNINGS POTENTIAL

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

 

COMPREHENSIVE SUPPORT PROVIDED

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

 

IDEAL CANDIDATE PROFILE

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

 

 

WHAT TO EXPECT

Work Environment:

  • Flexible schedule with the autonomy to manage your own time
  • High-activity role focused primarily on outbound prospecting and relationship building

 

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 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

Requirements

 

REQUIREMENTS

Essential:

  • Experience in consultative or relationship-based sales not required, but preferred
  • Proven track record of meeting or exceeding sales targets
  • Strong communication and relationship-building abilities
  • Comfortable with high-volume outbound calling as primary prospecting method
  • Self-motivated with excellent time management skills
  • Reliable home office setup with high-speed internet
  • Legal authorization to work in the United States

 

Benefits

You'll need:

  • Professional phone presence and business communication skills
  • Ability to understand and explain financial concepts to business owners
  • Resilience and positive attitude when facing rejection
  • Commitment to following our proven sales methodology
  • Willingness to invest 6-12 months building your client base

 

Must be in the office, no remote available. Looking for an immediate hire.

Apply today and take the first step toward a career without limits.

High rise Capital is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.