Sales Representative Jobs at Financely

Sales Careers

Sales Representative

Join Financely's commercial team and work with companies, sponsors and transaction principals seeking structured finance, debt placement and corporate finance advisory services.

This is a financial-services sales role. You need to understand what a prospect is trying to finance, identify whether there is a credible commercial requirement and communicate Financely's paid engagement model accurately.

Financial services sales team meeting

Sell Work That Has a Defined Commercial Scope

The role is built around qualified corporate finance opportunities, paid advisory mandates and disciplined follow-up. It is not a high-volume consumer call-center position.

The Role

What You Will Do

Responsibilities

  • Qualify inbound and originated commercial opportunities
  • Understand financing requirements and transaction stage
  • Present paid Financely mandates accurately
  • Follow up consistently with qualified prospects
  • Maintain CRM records and pipeline information
  • Coordinate accepted opportunities with underwriting
  • Communicate scope, pricing and next steps clearly
  • Avoid unsupported financing or approval claims

Relevant Background

  • B2B financial-services sales
  • Commercial lending
  • Private credit
  • Corporate finance
  • Investment banking
  • Trade finance
  • Commercial real estate finance
  • Professional-services sales

Application

Apply for the Sales Representative Role

Submit a short summary of your relevant sales experience and attach your CV.

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