Description
COMPANY OVERVIEW:
Coastal Kapital is a leading financial services company specializing in providing tailored funding solutions for businesses across various industries. Based in Florida, we offer a wide range of financing options nationwide, including equipment leasing, working capital loans, merchant cash advances, business lines of credit, and SBA. Our mission is to empower businesses by offering flexible and innovative financial products that enable growth and operational efficiency.
With a deep understanding of small and medium-sized enterprises (SMEs) ' unique challenges, we work with clients to create customized financing strategies that align with their specific needs. By helping businesses secure the capital they need, Coastal Kapital plays a crucial role in driving economic growth and fostering entrepreneurial success.
POSITION SUMMARY:
We seek a motivated and experienced Account Executive to join our team on a contract basis. The ideal candidate will have at least 2 years of experience in the financial industry and a proven track record of sales success. You will be responsible for identifying potential clients, building relationships, and closing sales to drive the growth of Coastal Kapital.
Our ideal applicant will have experience with equipment finance and working capital loans. This is a 1099 contract position that allows you to make your own schedule while offering an aggressive commission structure.
KEY RESPONSIBILITIES:
- Lead Generation: Identify and pursue new business opportunities through various channels, including networking, cold calling, and industry events.
- Client Engagement: Build and maintain strong relationships with clients, understanding their financial needs and presenting appropriate solutions.
- Sales Presentations: Effectively communicate the benefits and features of Coastal Kapital's financial products and services to potential clients.
- Negotiation: Negotiate terms and agreements with clients to close sales and achieve targets.
- Market Analysis: Stay informed about industry trends, competitor activities, and market conditions to identify new opportunities and adapt strategies.
- Reporting: Maintain accurate records of sales activities, client interactions, and pipeline updates using CRM software.
- Collaboration: Work closely with internal teams to ensure seamless onboarding and support for clients.
QUALIFICATIONS:
- A minimum of 2 years of sales experience in the financial industry is required, preferably in alternative lending.
- Previous experience in equipment finance or working capital is desired.
- Proven track record of meeting or exceeding sales targets.
- Strong understanding of financial products and services, including equipment financing, working capital, and business loans.
- Excellent communication, negotiation, and interpersonal skills.
- Self-motivated, goal-oriented, and able to work independently.
- Proficiency in using CRM software and other sales tools.
- Ability to travel as needed for client meetings and industry events.
COMPENSATION & BENEFITS:
Monthly: OTE $10,000 - $50,000
This is a 1099 contract position with a competitive commission-based compensation structure, offering significant, uncapped earning potential based on performance.
Coastal Kapital is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We value individuals who are self-driven and dedicated to working hard.
Working at Coastal Kapital and our Core Values:
Core Values of Coastal Kapital
Grit and Ambition:
- Unwavering Determination: We are driven by a relentless pursuit of success, overcoming challenges with resilience.
- Strategic Ambition: We set bold objectives and strive for excellence..
Honesty and Integrity:
- Transparent Communication: We ensure open and honest interactions in all our dealings.
- Ethical Standards: We uphold the highest levels of integrity, building trust in every relationship.
Relationship Building and Partnerships:
- Mutual Respect: We cultivate respectful, trust-based relationships that benefit all parties.
- Collaborative Spirit: We believe in the strength of partnerships to achieve shared success.
Education and Empowerment
- Continuous Learning: We prioritize ongoing professional development to stay ahead of industry trends.
- Knowledge Sharing: We empower clients and partners with insights to make informed decisions.
Solution-Oriented Approach:
- Innovative Solutions: We are dedicated to crafting creative solutions for complex challenges.
- Proactive Problem-Solving: We address issues proactively to ensure seamless operations.
Disrupting the Industry:
- Innovative Thinking: We embrace disruptive ideas to challenge norms and elevate standards.
- Forward-Thinking Leadership: We pioneer new approaches, setting the pace for industry transformation.
By living these core values, Coastal Kapital fosters a culture of excellence and trust, establishing us as a reliable partner for business financing and growth.