Financial Sales Representative
White Coat Financial Partners, Inc. (Submit resumes to <applications@thewhitecoatadvantage.com>
Position Summary
White Coat Financial Partners is seeking a highly motivated and results-driven Financial Sales Representative to identify, develop, and cultivate commercial financing opportunities for businesses, with a specialized focus on healthcare providers. This position is ideal for a sales professional who understands commercial finance, enjoys building long-term client relationships, and is passionate about helping businesses achieve sustainable growth.
The successful candidate will proactively generate new business, educate clients on financing solutions, and identify cross-selling opportunities across our portfolio of financial and consulting services. This role requires a consultative sales approach combined with a strong understanding of process improvement methodologies.
Primary Responsibilities
- Prospect and develop new commercial financing opportunities through networking, referrals, cold calling, and business development activities.
- Build and maintain strong relationships with business owners, healthcare providers, and strategic referral partners.
- Conduct financial needs assessments to identify appropriate funding solutions.
- Present and explain White Coat Financial Partners’ products and services, including:
- Invoice Factoring
- Equipment Financing
- SBA & Commercial Lending Solutions
- Mergers & Acquisitions Brokerage
- Lean Six Sigma Process Improvement Consulting
- Cross-sell additional services that enhance client value and operational performance.
- Collaborate with underwriting and lending partners to facilitate timely financing solutions.
- Maintain an active sales pipeline and achieve monthly and annual production goals.
- Represent White Coat Financial Partners at networking events, trade shows, healthcare conferences, and community events.
- Maintain accurate CRM records and sales activity reports.
- Stay current on commercial lending products, industry trends, and regulatory requirements.
Required Qualifications
- Lean Six Sigma Green Belt Certification is REQUIRED.
- Lean Six Sigma Black Belt or Master Black Belt certification is highly preferred.
- Bachelor’s degree in Business, Finance, Accounting, Healthcare Administration, or related field (preferred).
- Minimum of two years of experience in financial sales, commercial lending, banking, equipment finance, factoring, business development, or related industries.
- Strong knowledge of commercial financing products and business financial statements.
- Excellent communication, negotiation, and presentation skills.
- Proven ability to generate new business and exceed sales goals.
- Strong analytical and problem-solving abilities.
- Professional appearance and exceptional customer service skills.
- Proficiency with Microsoft Office and CRM software.
Preferred Experience
Experience working with:
- Medical practices
- Dental practices
- Veterinary practices
- Ambulatory Surgery Centers
- Healthcare organizations
- Small and mid-sized businesses
Core Competencies
- Relationship Building
- Consultative Sales
- Commercial Finance
- Business Development
- Financial Analysis
- Customer Relationship Management
- Process Improvement
- Lean Thinking
- Strategic Problem Solving
- Cross-Selling & Upselling
- Professional Networking
What We Offer
At White Coat Financial Partners, you’ll have the opportunity to participate in our Payroll/ Benefits programs, to include 401K, personal insurances, local discount offers and more. Our consultative approach combines commercial financing with Lean Six Sigma methodologies to deliver long-term value for our clients. If you are driven by results, committed to continuous improvement, and passionate about helping businesses grow, we encourage you to apply.
White Coat Financial Partners, Inc.
“Improving Cash Flow. Accelerating Growth. Building Stronger Businesses.”