Equipment Finance Specialist – Account Executive (Sales Representative)
About the Role
Read this before you apply: A Day in the Life – Equipment Finance Specialist
The Equipment Finance Specialist is a high-energy, sales-focused role designed for driven professionals looking to build a long-term career in the equipment finance industry. We also offer operating capital solutions to the people we service. This role is for people striving to earn a multiple 6 figure income while making a difference for the people we serve.
Earning potential exceeds $200,000.00 per year
Top producing salespeople can earn $350,000.00 to $750,000.00 per year
Average salespeople earn $150,000.00 to $350,000.00 per year
It takes about 2 years to learn the business and start earning 6 figures
You will receive the most advanced training program in the industry, providing hands-on experience in outbound sales, prospecting, and transaction qualification.
What We Do
We provide equipment financing and operating capital solutions
We serve small to medium sized businesses
We work directly with vendors who sell equipment
Transaction Size
Most our transactions range from $5,000.00 to $250,000.00 (this is our market niche about 90% of our business)
We also have great programs available from $250,000.00 to $1,000,000.00 (about 10% of our business)
We have also funded multi million dollars transactions from $1,000,000.00 to $5,000,000.00 (not our market niche- every now and then we do a transaction in this range)
Our Focus
Vendor programs
Application only financing solutions up to $250,000.00
All credit types, A to D credits
Start Up businesses
Businesses other finance companies have turned down. We find a way to get them approved and funded
The Opportunity
You will play a critical role in generating new business opportunities by connecting with:
Business owners who need financing for their business
Vendors who sell equipment and want to offer financing solutions to their business customers
You will learn about their financing needs and present the best finance solutions on the market. For motivated sales professionals, this role offers uncapped growth potential and long-term career stability.
Compensation Structure
Base Salary plus commission to start and eventually when you are ready you have an option to go commission only. (Not required)
Base salary: $60,000.00 annually to start
Sales commissions on every transaction you close and fund
Opportunity to earn 50% of the gross margin as a commission-only salesperson once volume is consistent and you feel confident and ready.
Expected Earnings
Year 1: $70,000.00–$100,000.00
Year 2: $100,000.00–$150,000.00
Year 3 and beyond: $150,000.00–$350,000.00+
Top Producers: $350,000.00–$750,000.00 (Commission Only)
Training, Support, & Environment
Best training program in the industry
Lucrative compensation program
Outstanding sales support
Access to the 20 of the best finance programs available on the market
The best most qualified sales lead’s available on the market
State of the art technology and services
Beautiful office with breathtaking views in an Iconic Class A building in Downtown Long Beach
Professional, Service Based, high-performance environment
We are focused on being the best equipment finance company in the industry. We are proud to provide the best finance solutions for equipment financing and operating capital available on the market. We enjoy delivering an outstanding 5-star service experience to our clients and vendors. Our business philosophy is centered around developing meaningful and long-term relationships with small to medium sized business owners and vendors who sell equipment to business customers. Our goal is to make a difference for the people we serve.
Key Responsibilities
Outbound Sales & Business Development (Primary Focus)
Conduct 100+ outbound calls per day using CRM-generated lead lists (After 6 months of consistent prospecting, calling activity shifts to more inbound than outbound)
Proactively introduce Matrix Business Capital’s equipment financing and operating capital programs to business customers and vendors who sell equipment to business customers.
Lead Qualification & Discovery
Assess business needs, credit profile, and funding objectives
Determine alignment with Matrix’s ideal customer profile
Sales Messaging & Value Presentation
Deliver scripted and consultative sales presentations
Clearly articulate the value and benefits of financing solutions
Objection Handling & Relationship Building
Professionally address objections and respond to questions
Build credibility and trust with prospects
Pipeline & CRM Management
Build your database using Salesforce.com
Document all activity, notes, outcomes, and next steps
Conduct post-funding quality assurance calls
Identify repeat and referral opportunities
Qualifications
Must be an “A” Player who is Hungry, Humble, and Smart
Must value delivering outstanding 5 star service to clients and vendors
Required bachelor’s degree from a reputable 4-year college.
(Industry or similar work experience may be considered)
Must have a good personal credit score.
Must pass a criminal background check and drug test
Available to work at the office
Able to manage high-volume calling, texting, and emailing (100+ per day)
Competitive, goal-oriented, and performance-driven
Strong communication and persuasion skills
Highly organized, meticulous, and detail-oriented
Positive, polished, and professional demeanor
Strong work ethic and ability to thrive in a fast-paced environment
Benefits
Medical insurance
Dental insurance
Vision insurance
Paid time off
Retirement plan
Job Details
Job Type: Full-time
Work Setting: In-person, office environment
Hours: Monday–Friday, 6 AM to 3 PM PST
Location: Long Beach, CA
Work Location: In person