Account Executive

DRB Capital, LLC; Boca Raton (FL); On-site; USD 36,000 - 40,000; Full time

Job summary

DRB Capital, LLC in Boca Raton, FL is seeking an Account Executive to proactively contact prospective sellers, understand their financial needs, and identify opportunities to purchase annuity payments. You will manage relationships and active transactions from initial contact through funding, coordinating with internal teams to support timely progress.

The role requires 2+ years in inside sales, strong communication, meticulous notes in the CRM, and adherence to compliance policies and SOPs.

Qualifications

• 2+ years of inside sales experience, preferably in finance or related industry.
• Proven ability to manage calls and pipelines and meet targets.
• Excellent verbal and written communication; strong CRM documentation.
• Ability to follow compliance policies and SOPs.

Responsibilities

• Contact prospective sellers to understand financial needs and opportunities.
• Manage the transaction from initial contact through closing and funding with cross-team support.
• Adhere to compliance policies and SOPs in all interactions.
• Communicate with internal teams and provide timely updates to support processing.
• Maintain accurate transaction notes and documentation in the CRM.
• Follow up on prospects and active transactions with next steps and dates.
• Participate in meetings, training sessions, and events.

Skills

CRM navigation

Verbal & written communication

Documentation notes

Call management

Interpersonal skills

Adaptability

Team collaboration

Attention to detail

Compliance knowledge

Feedback incorporation

Education

Bachelor's degree in Business Administration, Finance or related field

Tools

CRM systems

Job description

DRB Capital is one of America's most trusted purchasers of structured settlement and annuity payments. With decades of industry experience, we help individuals access the support they need when waiting for future payments is not an option.

Our team has been involved in the structured settlement industry since its early days, giving us deep expertise and a strong understanding of the people we serve. We are passionate about creating cash solutions that help customers navigate important financial decisions with confidence, care, and transparency.

At DRB Capital, our work is more than transactions — it is about helping people move forward. We take pride in combining industry knowledge, responsive service, and a customer-first approach to deliver meaningful solutions for individuals.

For applicants, DRB Capital offers the opportunity to join an experienced, collaborative team in a specialized services industry where your work can make a real impact.

About the role

The Account Executive contributes to team revenue goals by proactively contacting prospective sellers, understanding their financial needs, and identifying opportunities to purchase annuity payments. This role manages relationships and active transactions from initial contact through funding, coordinating with internal teams to support timely progress. Responsibilities include following company compliance policies and standard operating procedures, accurately documenting conversations and next steps in the CRM, and managing outreach, follow-ups, and the transaction pipeline. Success requires strong interpersonal and organizational skills, attention to detail, and the ability to adapt to changing priorities and apply supervisor feedback.

What you'll do

• Contact prospective sellers to understand their financial needs and identify opportunities
• Manage the transaction process from initial contact through closing and funding, coordinating with internal teams to support timely progression.
• Adhere to company compliance policies and procedures in all seller interactions and transaction activities.
• Communicate effectively with internal teams, providing accurate information and timely updates to support transaction processing and resolve outstanding items.
• Maintain accurate and complete transaction information and documentation, meeting established quality standards and addressing feedback.
• Follow up promptly with prospective sellers and on active transactions, documenting current status, next steps, and follow-up dates in the CRM system.
• Participate in required company meetings, training sessions, and business-related events.

Qualifications

Education

Bachelor's degree in Business Administration, Finance or related field

preferred

Skills / Certifications

Proficient in maintaining adherence to company compliance policies and SOPs.

Excellent verbal and written communication skills

Ability to leave detailed and accurate notes for every conversation.

Demonstrated ability to manage calls effectively.

Proficiency in navigating through CRM systems to identify opportunities and manage data effectively.

Ability to receive and implement feedback from team members for continuous improvement.

Excellent interpersonal skills for effective and professional communication across departments.

Demonstrated participation in team-building activities and initiatives.

Ability to remain calm and effective in handling unexpected events or changes in the work environment.

Professional Experience

2+ years of experience in inside sales, preferably in finance or related industry.

Proven track record of managing calls and pipelines efficiently, meeting, or exceeding targets.

Experience navigating through CRM systems to identify opportunities--- a plus.

Strong interpersonal skills demonstrated through effective communication and participation in team activities.

The pay range for this role is:

26.45 - 28.85 USD per hour (Headquarters)