Executive Sales Representative
Jacobs Family Advisors LLC
Job Description
Jacobs Family Advisors is a national business finance and advisory firm helping companies across every industry access the capital they need to grow.
\nWith a trusted network of 300+ banks, private lenders, and private credit funds , we fund deals of all sizes—including:
\n- \n
- Working Capital \n
- Equipment Financing \n
- Lines of Credit \n
- Merchant Cash Advances (MCA) \n
- SBA 7(a) & 504 Loans \n
- Commercial Real Estate Loans (CRE) \n
- Asset-Based Loans (ABL) \n
- Factoring & Purchase Order Financing \n
- Bridge Loans & More \n
Who We’re Looking For
\nIf you're a:
\n- \n
- Sales Representative \n
- Account Executive \n
- Finance Consultant \n
- Business Development Rep \n
- Loan Officer \n
- MCA Closer / Broker \n
- Or someone hungry to learn and earn \n
…and you want a high-commission, uncapped income opportunity with real support and real deal flow —you’re in the right place.
\nKey Responsibilities
\nLoan Consultation & Client Support:
\n- \n
- Analyze financials to determine funding eligibility \n
- Guide clients through loan applications and documentation \n
- Provide funding recommendations based on client needs \n
- Maintain long-term client relationships \n
Prospecting & Sales
\n- \n
- Conduct outreach via phone, email, and LinkedIn \n
- Generate interest in loan products (MCA, SBA, term loans, CRE, LOCs, etc.) \n
- Build your own book of business or work from our inbound leads \n
Documentation & Submission
\n- \n
- Gather and review bank statements, P&Ls, tax returns, debt schedules \n
- Package and submit deals to the appropriate lenders in our network \n
- Track deal status, follow up, and close \n
CRM & Collaboration
\n- \n
- Work with our processors and internal deal team \n
- Coordinate with underwriters and resolve stipulations professionally \n
- Use our CRM to manage pipeline, track progress, and stay organized \n
Market Knowledge
\n- \n
- Stay informed on MCA, SBA, factoring, PO finance, ABL, CRE, and other products \n
- Clearly explain structures, pricing, and funding terms to clients \n
- Match borrowers with the best lender solutions \n
Who You Are
\nYou might be:
\n- \n
- A current Loan Officer, ISO Rep, MCA Broker, or Account Executive \n
- A proven salesperson ready to break income ceilings \n
- A closer looking for infrastructure, deal flow, and support \n
- A fast learner looking to break into commercial finance \n
- Organized, coachable, driven, and results-oriented \n
- Able to manage multiple deals, follow-ups, and relationships \n
Qualifications
\nWe welcome a wide range of backgrounds. Finance experience is great—but drive, communication, and execution matter most.
\nYou should apply if you:
\n- \n
- Have experience in sales, finance, business development, real estate, or insurance \n
- Are comfortable speaking with business owners and explaining funding options \n
- Communicate clearly—written and spoken \n
- Are organized, self-driven, and coachable \n
- Thrive in fast-paced, remote environments \n
- Are motivated by commissions and performance-based earnings \n
Bonus (not required):
\n- \n
- Experience in MCA, SBA, CRE, factoring, or equipment lending \n
- Background in B2B sales, banking, or commercial finance \n
- Familiarity with CRMs and reviewing basic financial statements \n
If you're a closer , a communicator , or a hustler —you belong here.
\nWhat You Get
\n- \n
- High Commission Splits \n
- Uncapped earnings + tiered performance bonuses \n
Full
\n- \n
- CRM, processor, and back-office supportAccess to 300+ \n
- active lenders (banks, private credit, MCA, SBA, ABL, PO, CRE, etc.)Inbou \n
- nd deal flow + the freedom to bring your ownLeade \n
- rship opportunities—build and manage your own teamRemot \n
- e flexibility – work from anywhere, set your own schedule \n
Ready to earn what you’re worth?
\nApply now or email: View email address on ziprecruiter.com
\nSubject: "Finance Sales Application – I'm Ready to Close"
\nJob Type: Full-time
\n \nPay: Up to $750,000.00 per year
\n \nBenefits:
\n- \n
- Flexible schedule \n
Compensation Package:
\n- \n
- Bonus opportunities \n
- Commission only \n
- Commission pay \n
- Profit sharing \n
Ability to Commute:
\n- \n
- Deerfield Beach, FL 33441 (Required) \n
Work Location: In person
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