Now Hiring - Quick Loans Direct - Account Executive in Miami, FL

Full description of the position

About the Role

We are a growing fintech company specializing in providing working capital solutions to small and mid-sized businesses. We offer short-term and long-term funding products, and all leads are inbound from businesses actively seeking financing. We are looking for candidates with experience in financial services , such as bank tellers, personal bankers, business bankers, loan officers, insurance agents, or similar customer-facing financial roles -- combined with a sales background. This position is ideal for someone who enjoys consultative conversations, understands business financial needs, and is comfortable navigating financial documents and underwriting requirements. What You 'll Do

• Handle qualified inbound leads from business owners seeking capital.
• Receive warm transfers from our internal lead team--no cold calling.
• Conduct needs-based financial assessments and present appropriate funding options.
• Guide clients through the application, underwriting, and closing process.
• Use CRM tools (Salesforce/Zoho/etc.) to track pipeline activity and maintain compliant documentation.
• Maintain high customer service standards by responding to inquiries quickly and professionally.
• Collaborate with underwriting and operations to ensure timely funding.
• Typical funding cycle is about one week from first call to close. Schedule
• Monday-Friday
• 8:00 AM - 5:00 PM (in-office)

Qualifications

• Financial services experience preferred : banking, lending, insurance, financial customer service, or similar.
• Sales experience required (consultative or inside sales preferred).
• Strong communication skills with the ability to explain financial products clearly.
• Comfortable reviewing bank statements and discussing business cash flow with clients.
• Experience with CRM platforms (Salesforce/Zoho/etc.).
• Ability to work independently while contributing to a high-performing team.
• Strong ethical standards and client-first approach.

Compensation

• Base salary + commissions
• Average representatives earn $12,000+ per month
• Projected annual compensation: $120,000 - $175,000+
• Full-time, W-2 or contract options depending on experience. Why Join Us
• Stable inbound lead flow
• Clear career progression in a growing fintech company
• Supportive team environment with hands-on training
• Opportunity to help businesses secure the capital they need to grow Job Types: Full-time, Contract Projected Total

Compensation

: $120,000.00 - $175,000.00 per year Work Location: In person