Executive Sales Representative

Jacobs Family Advisors LLC; Boca Raton (FL); Remote; USD 65,000 - 120,000; Full time

Benefits offered by this job

High Commission Splits

Uncapped earnings & tiered bonuses

Remote work with lead support

Job summary

Jacobs Family Advisors LLC is a national business finance and advisory firm helping companies access capital to grow. The role offers high commissions, uncapped earnings, and robust support with deal flow.

You will consult with clients, analyze financials, guide loan applications, and build a strong book of business from inbound leads or outreach. The position supports remote work and relies on performance-based earnings.

Qualifications

• Drive, communication, and execution matter most.
• Experience in sales, finance, business development, real estate, or insurance is welcomed.
• Thrive in fast-paced, remote environments.

Responsibilities

• Analyze client funding needs and advise on suitable loan solutions.
• Guide clients through loan applications and documentation.
• Package and submit deals to lenders in Jacobs Family Advisors' network.
• Build and maintain long-term client relationships and handle outreach via phone, email, and LinkedIn.
• Use the CRM to manage pipeline, track progress, and stay organized.

Skills

Sales

Communication

Execution

Organizational skills

CRM proficiency

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