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Field Sales Finance Jobs

4 jobs found

Today

Sales Development Representative - Finance

Mutual of Omaha Advisors Richmond, VA

Richmond, VA

Today

Up to $96k/yr Full time Business Development Client Outreach Client Prospecting

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Job Description

Build a holistic client practice through Mutual of Omaha Advisors’ Accelerator Program, transitioning from a trainee into a Financial Representative role.

Responsibilities

Complete a comprehensive training program to develop skills needed to deliver holistic financial advice to clients.
Participate in classroom discussions, goal-setting sessions, and progress evaluation meetings.
Gain hands-on direct sales experience by marketing Individual Insurance products to clients.
Work through a sales process competency test as part of the training experience.
Develop and maintain prospecting capability through research, targeting, networking, communication, and related activities.
Use personal networks, community events, and social media to support ongoing prospecting.
Build detailed product knowledge and demonstrate expertise in product features and benefits.
Coordinate the completion of content, proposals, and paperwork flow across field and Home Office teams to support a seamless application and underwriting process.

Requirements

Successfully meet all trainee program requirements to build the skills and knowledge needed to excel.
Obtain required insurance licenses before starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and on an ongoing basis.
Complete securities licensing within 24 months of entry into the program.
Be highly self-motivated and results-oriented, with the ability to work independently and as part of a team.
Maintain a valid U.S. driver’s license and have reliable transportation for meetings and appointments.
Applicants must not now, nor at any point in the future, require sponsorship for employment.

Preferred

Knowledge of the Insurance/Financial Services industry, including products and marketing practices.
Bachelor’s degree or equivalent preferred but not required.

Compensation

Up to $96,000/year

Benefits

Hourly wage: $16/hour during the training period (up to 30 days).
$1,000 bonus after successful completion of the trainee period and promotion to a Financial Representative.
After trainee period: promotion to a Financial Representative role with an annual base plus unlimited monthly sales incentive.
401(k): 2% company contribution and 6% company match.
Dental insurance
Health insurance
Vision insurance
Regular associates working 40 hours per week may earn up to 15 days of vacation each year (prorated personal time added for use at discretion).
Education-based Accelerator Program designed to transition you into an independent Financial Advisor.

Work Location

In person
Richmond, VA (onsite)

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1mo ago

Business Development Officer (Fleet & Finance)

AP Equipment Financing Remote 🌍 Remote

Remote

1mo ago Closed

$70k+/yr Full time Account Management B2B Business Development

This position is no longer accepting applications (closed Aug 31, 2026).

Job Description

AP Equipment Financing seeks a remote Business Development Officer to drive growth in equipment and fleet finance by developing strategic relationships with equipment dealers, fleet operators, and commercial customers.

Responsibilities

Develop and grow relationships with equipment dealers, manufacturers, fleet operators, rental companies, and commercial customers.
Prospect and develop new business opportunities within assigned markets and territories.
Promote AP portfolio offerings for construction equipment, commercial vehicles, vocational trucks, specialty equipment, fleet assets, and related industries.
Meet and exceed production, profitability, and portfolio growth objectives.
Build long-term partnerships through regular customer engagement, territory planning, and consultative selling.
Represent AP Equipment Financing at dealer meetings, customer visits, trade shows, and industry events.
Analyze market opportunities, industry trends, and customer needs to identify new business opportunities.
Collaborate with internal credit, operations, and leadership teams to deliver exceptional customer service and financing solutions.

Requirements

Three or more years of successful business development, commercial sales, or relationship management experience in the fleet industry.
Experience utilizing Salesforce CRM and Microsoft Office Suite.
Experience in one or more of the following sectors: Equipment Finance, Fleet Leasing or Fleet Management, Equipment Rental, Construction Equipment, Commercial Truck Sales, Equipment Dealerships, Manufacturer Sales, Commercial Transportation, Independent Commercial Finance.

Technologies

Salesforce CRM
Microsoft Office Suite

Benefits

Up to 5 weeks of paid vacation per year
52 hours of paid sick leave
10 paid holidays annually
Paid time off for bereavement and marriage
Comprehensive medical, dental, and vision coverage
Life, short-term and long-term disability insurance
Health Savings Account (HSA)
Flexible Spending Accounts (FSA)
401(k) with employer match
Monthly internet stipend and annual home office stipend
Tuition reimbursement for pre-approved continuing education
Cell phone reimbursement
Employee assistance program
Retirement plan
Prescription drug insurance
Professional development assistance
Vision insurance
Health insurance

Position Details

Job Type: Full-time, exempt
Work Location: Remote, covering East Coast territory
Work Schedule: Monday-Friday during standard business hours; schedules are flexible based on territory, customer needs, and time zone
Travel: 25–50% throughout the assigned territory

Compensation

Base Salary: $70,000+ DOE
Monthly Incentive Plan: Eligible to participate in a monthly incentive program; details discussed during the interview process

Experience

Fleet industry experience required: 3 years

Willingness to Travel

Travel requirement: 50% (Required)

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3mo ago

AWS Sr. Partner Sales Manager, Financial Services

Amazon Web Services, Inc. New York, NY

New York, NY

3mo ago Closed

$157k - $213k/yr Full time Manager Account Management Ai Powered Sales

This position is no longer accepting applications (closed Jul 13, 2026).

Job Description

Amazon Web Services, Inc. is seeking an experienced partner sales leader to propel revenue growth in the US Financial Services sector, with a specialized focus on the Insurance sub-industry. This onsite role in New York, NY will work with C-level executives and a network of strategic GSI/SI and ISV partners, steering co-sell efforts with AWS account teams to accelerate cloud adoption. Compensation ranges from USD 157,100 to 212,500 per year, and candidates should bring at least seven years of technology-related sales or business development experience.

Responsibilities

Accelerate revenue growth and market share within a defined territory in the ECOM vertical, coordinating multiple account teams and partners or concentrating on a curated list of strategic consulting partners with clear revenue and win targets.
Meet or exceed quarterly revenue targets by enabling GSI/SI and ISV partners to collaborate with AWS sales teams to close opportunities that generate AWS revenue.
Foster deep relationships with customers and strategic partner(s) in the territory to thoroughly understand their business, solutions and technical needs.
Develop and execute a comprehensive account/territory plan that supports multiple account teams and/or assigned partners to achieve revenue and win goals.
Implement the plan in collaboration with internal stakeholders including account teams, specialist sales, services, BD, partner marketing and partner development resources.
Nurture long-term strategic relationships with key GSI/SI and ISV partners.
Craft and communicate compelling value propositions around AWS services tailored to the Insurance sub-industry within US Financial Services.
Maintain a robust sales pipeline.
Extend reach with partners to drive AWS adoption.
Support consulting partners as they develop solutions through formal AWS APN programs in partnership with GSI/SI PDMs and other resources.
Ensure customer and partner satisfaction.
Provide technical and architectural resources to assist partners in customer engagements and solution delivery, including ISV partnerships.
Advance business development initiatives in the territory with Partner Development, marketing and GTMS teams to promote solutions built on AWS and position AWS as the preferred platform.
Manage contract negotiations and AWS funding programs.

Requirements

Experience working with partners through account, product or program management and business development engagements.
7+ years of technology related sales, business development or equivalent experience.

Technologies

Amazon Web Services (AWS)
GenAi
Agentic enterprise software

Benefits

Sign-on payments
Restricted stock units (RSUs)
Sales incentives
Health insurance (medical, dental, vision, prescription, Basic Life & AD&D insurance and option for Supplemental life plans, EAP, Mental Health Support, Medical Advice Line, Flexible Spending Accounts, Adoption and Surrogacy Reimbursement coverage)
401(k) matching
Paid time off
Parental leave

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4mo ago

Practice Finance Regional Sales Manager

U.S. Bank National Association Dallas, TX

Dallas, TX

4mo ago Closed

$144k - $169k/yr Full time Manager Account Management Business Development

This position is no longer accepting applications (closed Jun 22, 2026).

Job Description

Senior sales leadership role in Dallas, TX (hybrid), overseeing a regional Practice Finance team to originate and expand specialty healthcare lending relationships, with a salary range of USD 143,905 - 169,300 per year.

Responsibilities

Guide and grow the regional team of Business Development Officers (BDOs), delivering coaching, performance oversight, and daily leadership
Execute the regional business development plan to achieve loan growth, revenue, and profitability targets for the Practice Finance portfolio
Set clear performance metrics and enforce accountability across activity levels, pipeline, and production, including calls, applications, commitments, and funded volume
Collaborate with Regional Healthcare Executives to ensure smooth client handoffs and maximize cross-sell opportunities
Develop and sustain relationships with healthcare industry centers of influence, associations, and referral networks
Analyze market trends and competitive dynamics to shape strategy and uphold market leadership
Maintain deep expertise in healthcare commercial credit solutions, including Practice Finance and SBA programs
Grow portfolio profitability while managing risk and ensuring alignment with underwriting standards
Represent the organization in the market, traveling with BDOs and attending industry events and conferences

Requirements

Bachelor’s or Master’s degree, or equivalent experience
8+ years in banking or financial services
Minimum 5 years of leadership or management experience
Extensive knowledge of healthcare practice finance lending and underwriting policies
Sophisticated expertise in sales strategy, business development, and relationship management
Solid understanding of banking products, operations, and market dynamics
Proven ability to lead, coach, and develop high-performing sales teams
Proven track record partnering with internal stakeholders and external referral networks
Established relationships with healthcare industry centers of influence
Strong analytical, decision-making, and problem-solving skills
Excellent communication skills and executive presence
High level of professional judgment, tact, and influence

Benefits

Medical, dental, and vision coverage
Basic term life insurance with optional term coverage
Short-term and long-term disability insurance
Pregnancy disability and parental leave
Employer-funded 401(k) retirement plan
Paid vacation ranging from two to five weeks, depending on salary grade and tenure
Up to 11 paid holidays
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year

Additional Information

Travel: Expected 3–4 times per month within the region and nationally for industry events
Market Exposure: Broad geographic responsibility with significant client and partner interaction

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Field Sales Finance Jobs

Sales Development Representative - Finance

Business Development Officer (Fleet & Finance)

AWS Sr. Partner Sales Manager, Financial Services

Practice Finance Regional Sales Manager

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