Regional Sales Manager - Pacific / Northern California

CARBO • Sacramento, CA

9d

About The Position

Equify Financial is hiring a Regional Sales Manager, Equipment Finance, to drive growth across the Pacific / Northern California region, covering Northern California, Nevada, Oregon, Washington, Idaho, Montana, Alaska, and Hawaii. The successful candidate will source, win, close, and service equipment loan transactions secured by a wide range of equipment, deliver tailored financing solutions, and grow market share across the territory. Candidates must reside in Northern California, Nevada, Oregon, Washington, Idaho, Montana, Alaska, or Hawaii. Sponsorship is not offered for this position.

Equify Financial is a privately owned, independent specialty finance company based in Fort Worth, Texas. It provides collateral-based lending and personalized financial services to businesses at different stages, drawing on extensive equipment-finance experience to help clients identify growth opportunities and obtain capital.

Requirements

• High school diploma or equivalent.
• Three to five years of industry-related skills, knowledge, or experience in the finance industry; structured equipment finance experience is preferred.
• Strong understanding of sales, credit, marketing, business, and management principles.
• Knowledge of industry-specific terms and concepts.
• Exceptional written, telephone, and personal presentation skills.
• Ability to explain complex financial concepts in simple terms and connect with clients.
• Ability to use logic and reasoning to evaluate alternative solutions, conclusions, or approaches.
• Ability to weigh the relative costs and benefits of potential actions and choose or recommend an appropriate course.
• Ability to identify complex problems, review relevant information, and develop and evaluate solutions.
• Self-motivated, driven, disciplined, and able to take initiative and deliver results.
• Must reside in Northern California, Nevada, Oregon, Washington, Idaho, Montana, Alaska, or Hawaii.

Nice To Haves

• Bachelor’s degree in business, finance, or a similar field.
• Structured equipment finance experience.
• Proven track record of success.

Responsibilities

• Travel to prospective and existing customer offices and hold face-to-face meetings to establish trust and build long-lasting partnerships.
• Prospect for new relationships and provide service to existing clients through phone, email, social media, and other channels.
• Understand and explain complex finance and lease structures, and provide tailored financial solutions for clients’ needs.
• Generate new business at assigned volume and yield levels by identifying opportunities, presenting value propositions, and closing deals to meet or exceed sales targets.
• Maintain and develop relationships with existing customers and prospects to build loyalty and drive business growth.
• Attend training events, sales and product training, trade shows, and industry conferences to stay current with industry trends and developments.
• Safeguard confidential and protected information in accordance with privacy laws and company policies.

Benefits

• Competitive compensation package.
• Medical, dental, and vision coverage.
• 401(k) with company match.
• Life insurance and long-term disability coverage, 100% company paid.
• Health Savings Account (HSA).
• Gym reimbursement program.
• Tuition reimbursement program.
• Wellness check program with insurance premium discounts.
• Employee Assistance Program (EAP) resources.
• Paid holidays.
• Paid Time Off (PTO).

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED