Sales Executive

Company Description SBA Partners Group is a growing organization focused on helping businesses access capital and financial solutions tailored to their needs. The company collaborates with a range of lenders and advisors to support small and mid-sized businesses throughout their growth journey. Team members at SBA Partners Group work in a professional, client-centered environment that values integrity, responsiveness, and results. The company promotes collaboration, continuous learning, and the development of strong, long-term client relationships.

Role Description The Sales Executive is a full-time, on-site role based in Boca Raton, FL. This position is responsible for identifying and qualifying prospective business clients, conducting consultative sales conversations, and presenting appropriate financial or service solutions. Day-to-day activities include managing a sales pipeline, performing outreach via phone, email, and in-person meetings, preparing proposals, and negotiating terms in alignment with company guidelines. The Sales Executive will collaborate closely with internal teams to ensure a smooth client onboarding process, maintain accurate records in CRM systems, and meet or exceed sales targets and performance metrics. This role also involves staying informed about market trends, competitor offerings, and regulatory considerations relevant to the company’s services.

Qualifications

• Strong sales and business development skills, including lead generation, pipeline management, and closing new business.
• Excellent communication, presentation, and interpersonal skills, with the ability to build trust-based relationships with diverse clients.
• Solid negotiation, problem-solving, and customer service abilities that support a consultative, solutions-oriented sales approach.
• Comfort with using CRM software, productivity tools, and basic data analysis to track activities and inform sales strategies.
• Prior experience in financial services, lending, or B2B sales is highly beneficial.
• Ability to work on-site in Boca Raton, FL, managing time effectively in a fast-paced, target-driven environment.
• Commitment to ethical conduct, client confidentiality, and continuous professional development.