Equipment Finance Sales Representative (Inside Sales)

Philadelphia Area- In-Office

Our client, a leading independent equipment finance company, provides a bespoke private label turnkey Equipment Finance & Leasing (EFL) business within partner banks via exclusive multi-year program agreements. The Equipment Finance Sales Representative (EFSR) is an individual-contributor sales production role based in the Philadelphia area and assigned to a designated bank branded program. The EFSR is responsible for originating and managing EFL business, primarily with end-user small to mid-sized companies for financing opportunities up to $500 thousand and referring larger opportunities to the appropriate field-based Equipment Finance Sales Officer (EFSO).

The EFSR role is threefold of equal importance: (1) work with program assigned bankers in a defined geographical area to identify, transact, and close EFL opportunities within the bank’s end-user client base; and (2) diligently prospect, develop, and originate direct EFL business with prospective end-user commercial clients and refer those clients to the appropriate banker for potentially expanding the relationship to other bank products; and (3) refer opportunities over $500 thousand to the appropriate EFSO.


  • Establish and maintain strong business relationships with assigned bankers, their management, and their clients
  • Drive the growth and profitability of the bank’s lending portfolio via origination of EFL transactions up to $500 thousand
  • Lead generation for $501+ thousand opportunities and refer to the appropriate EFSO
  • Regular and consistent participation in periodic banker calls
  • Disciplined and consistent new business prospecting activity strategy and implementation
  • Work cooperatively with ACP functional support staff in credit, documentation, operations, and legal to facilitate closing of transactions
  • Utilize our CRM software to manage EFL opportunity pipeline reporting and forecasting


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Thorough knowledge of credit industry.


  • Bachelor’s degree
  • Minimum of 2 to 4 years of sales experience, preferably in equipment finance & leasing


  • Good interpersonal skills
  • Self-starter
  • Strong verbal and written communication skills
  • Ability to multi-task across functions (credit, documentation, operations, etc.) and set priorities
  • Proficiency with Microsoft Office software (Outlook, Excel, Word, etc.) and CRM software

To inquire about this position, please contact:

Scott Preiser SVP-Client Partner/Recruiter Molloy Associates
[email protected] PH:561-334-6870

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