Executive Sales Representative

CRE Finance Council; Deerfield Beach (FL); Hybrid; USD 350,000 - 750,000; Full time

Benefits offered by this job

Flexible schedule

Remote work flexibility

Back-office support

Leadership opportunities

Job summary

Jacobs Family Advisors is a national business finance and advisory firm helping companies access capital across industries.

We’re seeking driven sales professionals to advise clients on MCA, SBA loans, CRE, lines of credit, and other funding options. You’ll build a book of business, manage deals, and collaborate with lenders.

The role offers high commissions, uncapped income, remote flexibility, and back-office support in Deerfield Beach, FL.

Qualifications

• Experience in sales, finance, business development, real estate, or insurance.
• Able to speak with business owners and explain funding options.
• Clear written and spoken communication.
• Organized, self-driven, coachable, and results-oriented.

Responsibilities

• Loan Consultation & Client Support: Analyze financials to determine funding eligibility, guide clients through loan applications and documentation, provide funding recommendations, maintain long-term client relationships.
• Prospecting & Sales: Conduct outreach via phone, email, and LinkedIn, generate interest in loan products, build your own book of business or work from inbound leads.
• Documentation & Submission: Gather and review bank statements, P&Ls, tax returns, debt schedules; package and submit deals to lenders; track deal status and close.
• CRM & Collaboration: Work with processors and deal team; coordinate with underwriters; use CRM to manage pipeline and progress.
• Market Knowledge: Stay informed on MCA, SBA, CRE, and other products; explain structures and terms to clients; match borrowers with lenders.

Skills

Sales

Finance

Business Development

Real Estate

Insurance

Tools

CRM Software

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
• Equipment Financing
• Lines of Credit
• Merchant Cash Advances (MCA)
• SBA 7(a) & 504 Loans
• Commercial Real Estate Loans (CRE)
• Asset-Based Loans (ABL)
• Factoring & Purchase Order Financing
• Bridge Loans & More

Who We’re Looking For

If you're a:

• Sales Representative
• 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

Prospecting & Sales

• Conduct outreach via phone, email, and LinkedIn
• Generate interest in loan products (MCA, SBA, term loans, CRE, LOCs, etc.)
• 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

CRM & Collaboration

• 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

You might be:

• 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 SplitsUncapped earnings + tiered performance bonuses

Full

• CRM, processor, and back-office supportAccess to 300+ active lenders (banks, private credit, MCA, SBA, ABL, PO, CRE, etc.)Inbound deal flow + the freedom to bring your ownLeadership opportunities—build and manage your own teamRemote flexibility – work from anywhere, set your own schedule

Ready to earn what you’re worth?

Job Type: Full-time

Pay: Up to $750,000.00 per year

Benefits:

• Flexible schedule

Compensation Package:

• Bonus opportunitiesCommission onlyCommission payProfit sharing

Ability to Commute:

• Deerfield Beach, FL 33441 (Required)

Work Location: In person