Client Director

LENDACY - Leverage Your Wealth
Miami, FL
May 27, 2017
Jobs Outside Higher Education
Other Jobs Outside Higher Education
Institution Type
Outside Academe

Job Description

Are you ready to take control of your career? We are looking for high caliber, dynamic professionals to join our sales team and promote the growth of LENDACY, an alternative lending and financial services firm based in Sarasota, Florida.

Job Requirements:

As a Client Director with Lendacy, you should be well-organized and aggressively committed to creating productive, long-lasting relationships with high net worth individuals in various industries. We're looking for qualified applicants who possess superior sales and credit expertise with deep knowledge in key areas such as: residential and commercial real estate lending; private equity structures; equity, options and derivatives markets; accounting and taxation.

Outside Sales:

• Prospect and generate new business through networking events, personal contacts, referral partners, cold-calls and leads.

• Connect emotionally to prospects while facilitating a Lendacy solution that addresses their unique capital concerns.

• Participate in events designed to promote brand awareness and educate consumers.

• Sustain rapport with established accounts by making periodic visits; exploring specific needs; anticipating new opportunities.


• Analyze applicants' financial status, and worthiness to determine feasibility of granting credit.

• Communicate the various solutions and credit options that are available, as well as the terms of those services.

• Prepare quotes, process applications and deliver effective presentations in order to close sales.

Client Liaison:

• Provide world-class customer service - treating every prospect with dignity and respect.

• Review monthly statements and promptly respond to client concerns/questions.

Skill Development:

• Continually improve knowledge in any related field such as; lending, finance, compliance, sales, marketing, etc.

Generous commission structure with performance bonuses.

Miami, FL


Fri, 26 May 2017 11:46:14 PDT