In-Person Sales Consultant

Infusion Capital; New York (NY); On-site; USD 60,000 - 1,000,000; Full time

Job summary

Infusion Capital is seeking Sales Consultants to join our commercial finance team, helping SMEs access capital solutions that fuel growth. You’ll advise owners, assess needs, and match them with working capital loans, equipment financing, and lines of credit.

This commission-based role offers extensive earning potential with a ramping framework and comprehensive training/support to accelerate deal flow.

Qualifications

• Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments.
• Strong business acumen and ability to understand client needs and capital requirements.
• Ability to handle high-volume outbound calling (300–600 touches daily) and manage client relationships.
• Self-directed with time management skills and the ability to work in a commission-based model.

Responsibilities

• Client Consultation & Advisory: conduct needs assessments and match clients with financing products.
• Sales & Relationship Management: present packages, guide applications, close deals with support from processing team.
• Business Development: build referrals and predictable revenue through networks and partnerships.

Skills

Consultative sales

Business acumen

Relationship-building

High-activity orientation

Self-direction

Professional maturity

Results-driven

Tools

Power dialer

Job description

Requirements

We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth.

In this role, you'll act as a trusted advisor to business owners, conducting needs assessments and matching them with appropriate financing products including working capital loans, equipment financing, and business lines of credit.

This is a commission-based consultative sales role with unlimited income potential.

Our top-performing consultants earn $400,000-$600,000 annually, with senior advisors leading teams exceeding $1,000,000 per year.

Ideal for professionals with consultative sales experience in financial services, insurance, B2B solutions, or relationship-driven sales environments who want greater earning potential and schedule flexibility.

What You'll Do

Client Consultation & Advisory

• Conduct 300-600 outbound call attempts daily to business owners using our power dialer
• Perform discovery consultations to understand business objectives and capital needs
• Assess financial situations and recommend appropriate lending solutions
• Build trust and credibility as a financial resource for growing businesses

Sales & Relationship Management

• Present tailored financing packages aligned with client business goals
• Guide clients through the application and approval process with support from our processing team
• Collaborate with senior advisors on deal structuring and closing strategies
• Develop long-term client relationships that generate repeat business and referrals

Business Development

• Build a portfolio of satisfied clients who return for future financing needs
• Establish referral partnerships with accountants, attorneys, and business networks
• Create predictable revenue streams through relationship cultivation
• Leverage your professional network to generate warm opportunities

EARNINGS POTENTIAL

Commission-Based Compensation (Temporary base salary)

• Year 1: $60,000-$150,000 (establishing your client base)
• Years 2-3: $150,000-$300,000 (leveraging repeat business and referrals)
• Top Performers: $400,000-$600,000+ annually
• Senior Advisors with Teams: $1,000,000+ annually

COMPREHENSIVE SUPPORT PROVIDED

Training & Mentorship

• In-depth training on commercial lending products, credit analysis, and underwriting basics
• Advanced sales training in consultative selling and objection handling
• One-on-one mentorship from veteran advisors earning $500,000+
• Weekly strategy sessions and continuous professional development

Technology & Infrastructure

• Power dialer system with built-in CRM and lead management
• Business intelligence and contact data tools
• Professional communication platform
• Full training on all systems and technology

Operational Support

• Complete back-office processing team handles all paperwork and underwriting coordination
• Senior advisors provide deal structuring guidance and closing support during ramp period
• Compliance and documentation assistance for all transactions
• Dedicated team manages lender relationships and funding logistics

IDEAL CANDIDATE PROFILE

You'll excel in this role if you have:

• Consultative sales experience - Background in financial services, insurance, B2B solutions, or relationship-based sales
• Business acumen - Understanding of how businesses operate and their capital needs
• Relationship focus - You build long-term partnerships, not just transactional sales
• High-activity orientation - Comfortable with 300-600 daily call attempts via power dialer
• Self-direction - Proven ability to manage your own schedule and stay productive
• Professional maturity - You represent yourself and the company with integrity
• Results-driven - Track record of meeting or exceeding performance goals

Preferred Background:

• 2+ years in consultative or relationship-based sales
• Experience in financial services, insurance, lending, or fintech
• Previous work with business owners or B2B decision-makers
• Familiarity with financial concepts and business financing
• History of building and maintaining a book of business

What To Expect

Work Environment:

• Flexible schedule with the autonomy to manage your own time
• High-activity role focused primarily on outbound prospecting and relationship building

Realistic Timeline:

• Months 1-3: Intensive training and initial prospecting with mentor support
• Months 4-6: Begin closing deals independently while building client relationships
• Months 7-12: Establish consistent production and develop repeat client base
• Year 2+: Leverage established relationships and referrals for compounding income growth

Important Considerations:

• Commission compensation with variable income based on performance
• Initial ramp period of 3-6 months before reaching consistent income levels
• Success requires self-discipline, time management, and consistent daily activity

Requirements

• For financial services professionals: Leverage your existing knowledge and relationships while earning significantly more than traditional salary-based roles.
• For insurance agents: Apply your consultative skills to business financing with higher commission potential and faster deal cycles.
• For B2B sales professionals: Transition into financial services with comprehensive training and support while maintaining the relationship-building approach you excel at.
• For relationship sellers: Build a sustainable practice with recurring clients and referral income that compounds over time.

Requirements

Essential:

• Experience in consultative or relationship-based sales not required, but preferred
• Proven track record of meeting or exceeding sales targets
• Strong communication and relationship-building abilities
• Comfortable with high-volume outbound calling as primary prospecting method
• Self-motivated with excellent time management skills
• Reliable home office setup with high-speed internet
• Legal authorization to work in the United States

Benefits

You'll need:

• Professional phone presence and business communication skills
• Ability to understand and explain financial concepts to business owners
• Resilience and positive attitude when facing rejection
• Commitment to following our proven sales methodology
• Willingness to invest 6-12 months building your client base

Must be in the office, no remote available. Looking for an immediate hire.

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