Executive Sales Representative

Jacobs Family Advisors LLC; Boca Raton (FL); Remote; USD 90,000 - 160,000; Full time

Benefits offered by this job

High commission splits

Uncapped earnings with bonuses

Back-office support with CRM access

Job summary

Jacobs Family Advisors LLC in Boca Raton is seeking ambitious sales professionals to join a high-commission, uncapped-earning finance advisory team.

You will leverage a broad lender network to guide business owners through funding options, build a personal client base, and grow with robust back-office and CRM support. This role offers a remote-friendly environment and flexible scheduling to accommodate a dynamic workload.

Qualifications

• Drive, communication, and execution are essential.
• Experience in sales, finance, business development, real estate, or insurance is welcome.
• Ability to explain funding options clearly to business owners.

Responsibilities

• Analyze financials to determine funding eligibility.
• Guide clients through loan applications and documentation.
• Provide funding recommendations based on client needs.
• Maintain long-term client relationships.
• Conduct outreach via phone, email, and LinkedIn.

Skills

Sales

Communication

Closing deals

Lead generation

Tools

CRM

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.

With a trusted network of 300+ banks, private lenders, and private credit funds, we fund deals of all sizes—including:

• Working Capital
• Lines of Credit
• SBA 7(a) & 504 Loans
• Asset-Based Loans (ABL)
• Bridge Loans & More

Who We’re Looking For

If you're a:

• Account Executive
• Finance Consultant
• Business Development Rep
• Loan Officer
• MCA Closer / Broker
• Or someone hungry to learn and earn

…and you want a high-commission, uncapped income opportunity with real support and real deal flow—you’re in the right place.

Key Responsibilities

Loan Consultation & Client Support:

• Analyze financials to determine funding eligibility
• Guide clients through loan applications and documentation
• Provide funding recommendations based on client needs
• Maintain long-term client relationships
• Conduct outreach via phone, email, and LinkedIn
• Build your own book of business or work from our inbound leads

Documentation & Submission

• Gather and review bank statements, P&Ls, tax returns, debt schedules
• Package and submit deals to the appropriate lenders in our network
• Track deal status, follow up, and close
• Work with our processors and internal deal team
• Coordinate with underwriters and resolve stipulations professionally
• Use our CRM to manage pipeline, track progress, and stay organized

Market Knowledge

• Stay informed on MCA, SBA, factoring, PO finance, ABL, CRE, and other products
• Clearly explain structures, pricing, and funding terms to clients
• Match borrowers with the best lender solutions

Who You Are

• A current Loan Officer, ISO Rep, MCA Broker, or Account Executive
• A proven salesperson ready to break income ceilings
• A closer looking for infrastructure, deal flow, and support
• A fast learner looking to break into commercial finance
• Organized, coachable, driven, and results-oriented
• Able to manage multiple deals, follow-ups, and relationships

Qualifications

We welcome a wide range of backgrounds. Finance experience is great—but drive, communication, and execution matter most.

You should apply if you:

• Have experience in sales, finance, business development, real estate, or insurance
• Are comfortable speaking with business owners and explaining funding options
• Communicate clearly—written and spoken
• Are organized, self-driven, and coachable
• Thrive in fast-paced, remote environments
• Are motivated by commissions and performance-based earnings

Bonus (not required):

• Experience in MCA, SBA, CRE, factoring, or equipment lending
• Background in B2B sales, banking, or commercial finance
• Familiarity with CRMs and reviewing basic financial statements

If you're a closer, a communicator, or a hustler—you belong here.

What You Get

• High Commission Splits
• Uncapped earnings + tiered performance bonuses

Full

• CRM, processor, and back-office supportAccess to 300+
• nd deal flow + the freedom to bring your ownLeade
• rship opportunities—build and manage your own teamRemot
• e flexibility – work from anywhere, set your own schedule

Ready to earn what you’re worth?