Finance Sales Representative

Keystone Capital Group is seeking a dynamic and motivated Finance Sales Representative to join our rapidly growing financial services team. As a leader in the financial industry, we pride ourselves on providing exceptional service and innovative solutions to our clients. The Finance Sales Representative will play a crucial role in driving our sales efforts, building and maintaining relationships with clients, and contributing to our mission of helping individuals and businesses achieve their financial goals. The ideal candidate will possess a strong understanding of financial products and services, demonstrating a passion for sales and exceptional customer service. This position offers a unique opportunity to thrive in a fast-paced environment where you will engage with a diverse clientele, identify their needs, and provide tailored financial solutions. You will be equipped with the tools and support necessary to excel, including comprehensive training, marketing resources, and access to a robust network of industry professionals. If you are driven, results-oriented, and eager to make an impact in the financial services field, we encourage you to apply and join our dedicated team at Keystone Capital Group, where your contributions will be valued and recognized.

Responsibilities

• Identify and develop new business opportunities through networking and referrals.
• Conduct client needs assessments to understand their financial goals and objectives.
• Present and promote financial products and services tailored to client needs.
• Build and maintain strong, long-lasting client relationships through excellent customer service.
• Achieve sales targets and performance metrics as defined by management.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Provide ongoing support and follow-up with clients to foster loyalty and encourage repeat business.

Requirements

• Excellent communication, interpersonal, and negotiation skills.
• Self-motivated with a results-driven approach and a strong sales aptitude.
• Ability to work independently as well as in a team environment.
• Ability to learn CRM software

Benefits

Compensation Structure

Commission + Draw

We offer a competitive draw against commission during your ramp-up period.

Earning Potential:

• Months 1–6: $10,000–$40,000
• Months 6–12: $40,000–$80,000
• Year 2: $80,000–$200,000
• Years 3+: $150,000–$400,000+

Top Performers: $400,000–$600,000+ annually
Team Leaders: $1,000,000+ annually

Additional Incentives

• Commission increases based on performance
• Monthly & quarterly bonuses
• Income from repeat clients
• Leadership opportunities for top producers

Training & Support

We provide full training and mentorship.

You’ll Learn:

• Commercial financing products (term loans, lines of credit, equipment financing, etc.)
• Sales scripts and conversation frameworks
• Objection handling
• Credit basics and lending fundamentals
• CRM management and pipeline building

Support Includes:

• Automated power dialer
• Company-provided lead lists
• Hot inbound leads & live transfers
• Back-office processing team handles paperwork and approvals
• Ongoing coaching and performance feedback

You focus on closing and building relationships — we handle operations.