Insight Investments · 3 weeks ago
Business Development Executive
Insight Financial Services (IFS) is a leading provider of technology equipment leasing and financial advisory services. As a Business Development Executive, you will be responsible for generating new business leads with enterprise companies requiring IT leasing or financing.
Business DevelopmentLeasingManagement Consulting
Responsibilities
Generate New Business Leads: Proactively identify, qualify, and engage enterprise accounts to schedule discovery meetings, capabilities presentations, and/or identify requirements
Outbound Prospecting & Cold-Calling: Identify and Initiate contact with key decision-makers, effectively communicate IFS’s value, and schedule discovery meetings. This role is ideal for someone who thrives in a high-energy, outbound sales environment. During the first year, the primary focus will be heavy on cold calling and prospect outreach, with a daily outbound activity focus. You will be expected and must be comfortable spending much of your time on the phone, reaching out to new prospects, initiating conversations, and building a pipeline from scratch. Success in this position requires persistence, resilience, and a strong drive to connect with potential clients through consistent outreach
Market Research: Use internet resources, IFS subscription services, IFS marketing toolbox, and company websites to identify and develop marketing leads
Consultative Selling: Assess client needs, align leasing solutions with strategic objectives, and introduce customized finance solutions
Navigate Complex Sales Cycles: Manage multi-stakeholder relationships, including C-suite executives, IT teams, finance teams, and procurement departments
Prospect Relationship Management: Cultivate trust and rapport with prospective accounts to drive revenue growth and maximize client satisfaction
Pipeline & Forecast Management: Maintain accurate sales pipeline data, track KPI, and ensure timely follow-up to meet or exceed targets
Cross-Functional Collaboration: Partner with internal teams including sales management, credit, syndication, and operations—to facilitate smooth onboarding and long-term client success
Continuous Improvement: Stay informed on market trends, competitor offerings, and evolving customer requirements to refine sales strategies
Qualification
Required
Must have a bachelor's degree from an accredited college or university
Must be within commutable distance of our Irvine, CA headquarters (in-office work)
Demonstrates initiative and independence in prospecting and lead generation
History of meeting or exceeding academic, athletic, and/or professional goals and a results-driven attitude
Ability to maintain sales activities in a CRM
Thrives in a ‘numbers' environment with moderate proficiency with MS Word, MS Excel, MS PowerPoint, Outlook
Maintains focus under pressure, overcomes objections, and pivots when necessary to gain interest from prospects
Excellent phone presence, presentation abilities, and the capacity to articulate financial concepts to diverse stakeholders
Open to coaching, feedback, and collaboration, working cohesively with cross-functional teams
Benefits
Comprehensive medical, dental, vision, and life insurance
Employee Assistance Program
401(k) with company match
15.5 paid holidays each year
Monthly company-wide events
Quarterly team-building activities
Modern Irvine headquarters in central Orange County, CA, with sit-stand desks and a collaborative, professional atmosphere
Company
Insight Investments
Insight Investments helps companies to control their technology, acquisition, leasing, and management requirements.
Funding
Current Stage
Growth StageLeadership Team
Recent News
2025-10-28
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2025-10-17
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2025-05-06
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