Our client is a leader in providing innovative financial solutions that empower small and mid-sized businesses to grow and succeed. With a strong reputation for flexibility, responsiveness, and customer focus, the company has supported tens of thousands of entrepreneurs with tailored financing options. Their high-energy, team-oriented culture has been recognized across the industry, and they continue to expand their impact nationwide. To support this growth, they are seeking a Senior Finance and Equipment Advisor to help drive relationships with business owners and deliver meaningful funding solutions.

Overview

This is a unique opportunity to join a dynamic sales team where your work directly impacts the success of small businesses across the country. As a Senior Finance and Equipment Advisor, you will connect with entrepreneurs who have already expressed interest in financing options, eliminating the need for cold calling. The role offers an energetic environment, significant earning potential through an aggressive commission structure, and the ability to advance into management within a short timeframe. You will gain visibility with leadership, contribute to a growing organization, and build a rewarding career in financial sales while making a measurable difference for clients.

Responsibilities

• Engage with inbound leads from small and mid-sized businesses seeking financing and equipment solutions

• Educate business owners on available funding programs and guide them through the sales process

• Qualify prospective clients and analyze financial documents to determine eligibility

• Build strong and lasting client relationships across diverse industries

• Collaborate with team members to meet company goals and contribute to a supportive culture

• Maintain a high sense of urgency and professionalism in all client interactions

• Track activity and manage client pipeline within the company’s CRM system

• Deliver on individual and team sales targets to drive organizational growth

Qualifications – Required

• Proven track record of meeting or exceeding sales targets in a phone-based environment

• A minimum of 2 years of inside sales experience, ideally with 5 to 10 years of progressive success

• Strong communication skills with the ability to conduct business confidently over the phone

• Demonstrated ability to manage time effectively and thrive in a fast-paced setting

• High level of professionalism, work ethic, and motivation to achieve results

• Ability to work in the office Monday through Friday in Garden City, New York

Qualifications – Preferred

• Background in financial services, lending, or equipment financing

• Bilingual abilities, with Spanish fluency considered an asset

• Collaborative mindset and ability to succeed in a team-driven environment

• Commitment to continuous learning and career growth

If you are motivated by results and excited to help business owners achieve their goals, we encourage you to apply. A member of Talentfoot’s recruitment team will connect with you should your experience and qualifications align with our client’s needs.

Talentfoot Executive Search specializes in future-proofing organizations by securing forward-thinking leaders across sales, marketing, eCommerce, product, data, operations, finance, and technology with a track record of accelerating growth, innovation and profitability. Since 2010, we’ve partnered with more than 2,500 companies and lead the industry with a 98% client success rate. Learn more at Talentfoot.com