Account Executive

Account Executive - Private Credit & Capital Solutions | Commercial FinanceCOMPANY OVERVIEW

We are a commercial finance company specializing in providing capital solutions to small and mid-sized businesses across the United States.

Our team of Private Credit Advisors works directly with business owners to assess their financing needs and connect them with appropriate lending products including term loans, lines of credit, equipment financing, and working capital solutions.

POSITION SUMMARY

We are seeking results-driven Account Executives to join our private credit division. This is a full-cycle sales role focused on outbound business development and client relationship management.

Account Executives are responsible for prospecting small and mid-sized businesses, conducting needs assessments, presenting financing solutions, and managing the sales process through close.

This is a performance-based, independent contractor position (1099) with uncapped earning potential. This is a remote position, meaning you can take your "office" with you for ultimate flexibility.

Top performers in this role earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 in annual earnings.

KEY RESPONSIBILITIESBusiness Development & Prospecting

• Execute high-volume outbound calling campaigns (300-600+ attempts daily) using company-provided power dialer technology
• Identify and qualify small and mid-sized businesses requiring commercial financing solutions
• Build and manage a robust sales pipeline through consistent daily prospecting activity

Sales & Client Management

• Conduct discovery calls to assess business financing needs and capital requirements
• Present tailored financing solutions aligned with client business objectives
• Collaborate with processing team and senior advisors to structure and close transactions
• Maintain accurate records of all sales activities and client interactions in CRM system

Relationship Development

• Develop long-term relationships with funded clients to generate repeat business
• Build referral partnerships with clients, accountants, attorneys, and business networks
• Create a book of recurring clients that generates predictable revenue streams

Performance & Growth

• Meet or exceed monthly and quarterly performance metrics
• Participate in ongoing training and professional development programs
• Qualify for merit-based commission rate increases based on performance milestones
• For top performers: Opportunities to mentor junior advisors and eventually lead sales teams

COMPENSATION & EARNINGS STRUCTUREPosition Type: 1099 Independent Contractor

Commission Structure: Competitive rates on all funded deals

Earnings Potential:

• Year 1: $60,000-$150,000 (typical ramp period)
• Years 2-3: $150,000-$400,000 (with established book of business)
• Top Performers: $400,000-$600,000+ annually
• Senior Advisors (Team Leaders): $1,000,000+ annually

Additional Compensation:

• Merit-based commission rate increases tied to performance milestones
• Monthly and quarterly performance reviews with potential bonuses
• Residual income opportunities from repeat client relationships
• Leadership bonuses for advisors who advance to team management roles

WHAT WE PROVIDETraining & Development

• Comprehensive onboarding program covering commercial lending products, underwriting fundamentals, and sales methodology
• Ongoing training in objection handling, closing techniques, and advanced sales strategies
• One-on-one mentorship from veteran advisors earning $400,000+ annually

Technology & Tools

• Power/parallel dialer system with integrated lead management
• CRM platform with full training and support
• Data enrichment and lead intelligence tools
• Communication and productivity software suite

Operational Support

• Full back-office processing team handles all loan applications and underwriting
• Deal structuring support from senior advisors during ramp period
• Senior advisors assist with deal closing while new Account Executives develop skills
• Administrative support for documentation and compliance

Career Development

• Clear performance-based advancement path
• Regular one-on-one coaching sessions
• Weekly team strategy and training calls
• Leadership development program for high performers

REQUIRED QUALIFICATIONSEssential:

• Demonstrated ability to thrive in a high-activity, outbound sales environment
• Strong communication skills with ability to build rapport with business owners
• Self-motivated with proven ability to work independently without direct supervision
• Resilience and ability to handle rejection professionally
• Commitment to following established sales processes and best practices
• Reliable home office setup with high-speed internet connection
• Legal authorization to work in the United States

Preferred:

• 1-3 years of B2B sales experience (SDR, BDR, or Account Executive roles)
• Previous experience in financial services, lending, or fintech
• Track record of meeting or exceeding sales quotas
• Experience with CRM systems (Salesforce, HubSpot, or similar)
• Familiarity with SMB markets and business operations

IDEAL CANDIDATE PROFILE

Our most successful Account Executives typically possess:

• High activity tolerance: Comfortable making 100+ outbound calls daily
• Competitive drive: Motivated by performance metrics and leaderboard rankings
• Entrepreneurial mindset: Approach the role as building their own business
• Coachability: Willing to implement feedback and follow proven systems
• Long-term orientation: Understand that building a sustainable book of business requires consistent effort over 6-12 months
• Professional maturity: Ability to represent the company with integrity and professionalism

POSITION REQUIREMENTS & EXPECTATIONSActivity Expectations:

• Minimum 300-600 outbound calls per day (approximately 1500-3000 attempts per week)
• Consistent daily prospecting activity regardless of current pipeline status
• Regular CRM updates and pipeline management
• Participation in required training sessions and team meetings

Performance Timeline:

• Months 1-4: Focus on training, skill development, and initial deal flow (with mentor support)
• Months 5-7: Establish consistent production and develop repeat client relationships
• Months 8-12: Begin closing deals independently while building pipeline momentum
• Year 2+: Leverage established book of business for predictable, compounding income

Important Considerations:

• No benefits package (health insurance, paid time off, retirement contributions)
• Income is variable and directly tied to individual sales performance
• Initial ramp period typically requires 3-6 months before consistent income is achieved
• Success requires significant personal discipline and time management

GROWTH & ADVANCEMENT OPPORTUNITIESMerit-Based Progression:

• Tiered commission structure with higher rates at performance milestones
• Quarterly reviews with opportunity for rate increases based on production
• Recognition programs for top monthly and quarterly performers

Leadership Track (Top Performers Only):

• Opportunity to mentor and coach junior advisors
• Potential to build and lead sales teams
• Additional compensation structure for team leadership and development
• Senior Advisor designation with enhanced commission splits

APPLICATION PROCESS

Interested candidates should be prepared to discuss:

1. Previous sales experience and performance metrics
2. Approach to high-volume outbound prospecting
3. Understanding of commission-based compensation structures
4. Long-term career goals and income objectives
5. Ability to commit to the activity requirements and ramp period

ABOUT THIS OPPORTUNITY

This role is designed for sales professionals who prefer performance-based compensation over traditional salary structures.

It requires significant outbound prospecting effort, particularly in the first 6-12 months.

However, advisors who commit to the process and build a strong book of business create substantial long-term income potential.

We are looking for professionals who view this as a multi-year career opportunity rather than a short-term position. The most successful advisors treat this role as building their own business within our platform, leveraging our infrastructure, support, and resources to maximize their earning potential.

Apply today and take the first step toward a career without limits.

Creative Capital Solutions is an equal opportunity employer committed to building a diverse team of financial professionals across the United States.