Job Title: Regional Sales Manager
Status: Full-time
Location: Pennsylvania/Ohio, USA
About us:
Company Information:
Equify Financial is an independent, relationship-driven commercial lender headquartered in Fort Worth, Texas. We provide equipment financing and asset-based lending solutions to help businesses in construction, transportation, energy, manufacturing, and other capital-intensive industries move forward with confidence.
Built by industry veterans, Equify understands the real-world challenges our customers face — and we make decisions based on experience, not algorithms. Our team is committed to delivering fast, flexible financing backed by integrity, transparency, and long-term partnership.
LinkedIn: https://www.linkedin.com/company/equifyfinancialllc/
Website: https://equifyfinancial.com
Position Summary:
Are you a dynamic and results-driven sales professional with a proven track record of success in the structured equipment finance industry? Equify Financial is looking for a Regional Sales Manager to join our team and make a tangible impact on our growth in Pennsylvania or Ohio. If you’re passionate about building strong relationships, exceeding sales targets, and providing innovative financial solutions to clients, this may be the perfect opportunity for you.
As our Regional Sales Manager, you will be responsible for soliciting, winning, closing, and servicing loan transactions secured by various types of equipment. Your territory will span across the state of Florida, where you will have the chance to showcase your expertise and drive market share growth.
Candidate must reside in Pennsylvania or Ohio.
We do not offer sponsorship for this position.
Key Roles / Responsibilities:
- Traveling to prospective and existing customer offices, engaging in face-to-face meetings to establish trust and foster long-lasting partnerships.
- Utilizing a variety of channels, including phone, email, and social media, prospecting for new relationships and provide exceptional service to existing clients.
- Understanding and articulating complex finance and lease structures is essential to your success; providing tailored financial solutions to meet clients’ unique needs.
- Generating new business at assigned volume and yield levels including identifying potential opportunities, presenting compelling value propositions, and closing deals to meet and exceeding sales targets.
- Maintaining and developing relationships with existing customers and prospects; leveraging interpersonal skills and industry expertise to nurture these relationships and helping to build loyalty and drive business growth.
- Attending training events, sales training, product training, trade shows, and industry-related conferences to stay forefront of industry trends and developments.
Required Experience, Education, and Qualifications:
- High school diploma or equivalent is required.
- A bachelor’s degree in business, finance, or similar degree path is preferred.
- A minimum of three to five (3-5) years of industry-related skill, knowledge, or experience in the finance industry, preferably in structured equipment finance. A proven track record of success is highly preferred.
- A strong understanding of sales, credit, marketing, business, and management principles is essential to excel in this role.
- Being well-versed in industry-specific terms and concepts will give you a solid foundation to connect with clients and articulate our value proposition effectively.
- Exceptional written, telephone, and personal presentation skills are necessary to effectively engage and communicate with diverse audiences.
- Your ability to connect with clients on a personal level and convey complex financial concepts in simple terms will strengthen your relationships and make you a valuable asset to our team.
- Utilizing logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems is a fundamental skill required for success
- Considering the relative costs and benefits of potential actions to choose or recommend the most appropriate one is a key skill set.
- Identifying complex problems, reviewing related information, and developing and evaluating options to implement solutions is crucial in this role.
- Safeguarding confidential and protected information covered by privacy laws and company policies is a core responsibility.
- Being self-motivated, driven, and disciplined are essential qualities that will set you up for success in this role. Your ability to take initiative, stay focused, and deliver results will make a significant impact.
Working Conditions:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift 15 pounds at times.
- Positions self to install equipment, including under desks.
- Moves throughout the building to access files.
- Must be able to comprehend and follow written and oral instructions.
- Must be able to complete tasks even with frequent interruptions.
- Must be able to use discretion and independent judgment as needed.
- Must be able to speak clearly on the phone and to fellow workers.
This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and the requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.