Account Executive

Irvine, CA | Direct Hire

Job ID: [SA] Account Executive Industry: Financial Services Pay Rate: $36K + commission

Are you an ambitious Account Executive looking for a new opportunity with an established company? Do you enjoy building value, establishing rapport and executing full cycle sales deliverables? If so, please keep reading…

We are seeking money motivated, driven, Account Executives for a direct hire opportunity in Orange County with a direct lender of capital loans for small to mid-sized companies! The Account Executive will work directly with customers to drive new business keeping open communication with customers.  The Account Executive will be in charge of outbound calls to new clients to build value and establish rapport, eventually leading to the initiation of repeat business sales and facilitation of additional sales of the next business loan. This position is for sales driven and success minded people with a background in sales and customer service!

What we absolutely need you to do:

  • Perform outbound telephone calls to capture new business
  • Maintain open communication with existing customers
  • Provide excellent customer service, support and build good will
  • Convey benefit and create urgency over the phone
  • Gather paperwork, facilitate the loan process and manage accounts in many different stages at the same time

What you bring to the table:

  • 3-5 years of Financial Services industry experience desired
  • Bachelor’s Degree preferred, not a requirement
  • Inside sales experience, inbound/outbound call environment required
  • Top performer with experience in consultative value-based selling
  • Reliable and accountable
  • Positive, enthusiastic and hard-working demeanor
  • Outstanding written and verbal communication skills
  • Organization and efficiency to navigate between many tasks and responsibilities easily


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