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Merchant Cash Advance – Account Executive

  • Full Time


  • Establish relationships with clients by calling and/or emailing potential clients in need of financing through Merchant Cash Advance, Term Loans, SBA Programs, Lines of Credit.
  • Taking/Making calls daily to/from potential customers daily (No Cold Calling)
  • Communicate with prospective clients pricing and terms of financing in addition to collecting required documentation
  • Maintaining database of prospective client information
  • Operating CRM Software (Training provided)
  • Communicating well with other sales team members
  • Interact daily with sales, underwriting, and servicing teams


  • 0-1+ years of work experience in a financial sales role
  • Excellent written / verbal communication and relationship management skills; ability to build and retain relationships
  • Self-motivated and self-directed.
  • Ability to work independently or as an active member of a team.
  • Desire for learning and growth; ability to quickly learn industry and project management
  • Team player with positive attitude and strong interpersonal and relationship building skills
  • Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) a plus
  • College degree or equivalent

Benefits & Perks:

  • Lead Rich Environment – warm leads delivered to you daily
  • Paid vacation and holidays
  • Health Insurance and 401k
  • Salary + Commission

Work Remotely

  • No

Job Type: Full-time

Salary: $40,000.00 – $65,000.00 per year


  • Driver’s License (Preferred)