Sales Representative
Work with companies, sponsors and transaction principals seeking structured finance advisory, debt placement and transaction execution services.
Responsibilities
- Qualify incoming and originated commercial opportunities
- Understand the client's financing requirement and transaction stage
- Present Financely's paid mandates accurately
- Follow up consistently with qualified prospects
- Maintain accurate CRM records and pipeline data
- Coordinate accepted opportunities with underwriting
- Communicate engagement terms and scope clearly
- Avoid unsupported statements about approval or capital availability
Relevant Experience
- B2B financial-services sales
- Commercial lending
- Private credit
- Investment banking or corporate finance
- Commercial real estate finance
- Trade finance
- Professional-services sales
