Priority One Financial Services · 1 day ago
Account Executive - Equipment Finance Division
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
$40K/yr - $45K/yrPriority One Financial Services is a recognized top workplace in Tampa Bay, seeking an Equipment Finance Representative to drive growth by building relationships with equipment dealers and end users. The role focuses on enrolling new dealer accounts in the financing program, generating application referrals, and supporting customer financing needs through outbound prospecting and participation in industry events.
Financial Services
Hiring Manager
Kris Dobrowski
Responsibilities
Dealer Acquisition & Relationship Management
Identify and solicit new dealer accounts to join the Equipment Finance program
Complete enrollment kits and onboard dealers to enable application referrals
Monitor account performance, including approval and funding ratios, and implement strategies to increase finance penetration
Communicate promotions, program updates, and performance metrics to dealer contacts regularly
Outbound Prospecting & Cold Calling
Conduct proactive outreach to new prospects via phone and email
Utilize cold calling tools for 2–3 hours weekly to generate new business opportunities
Trade Show & Event Participation
Attend industry trade shows to sign up dealers and promote financing programs
Represent the company at consumer shows to take credit applications and engage end users
Qualification
Required
Proven ability in sales, cold calling, and relationship building
Strong verbal and written communication skills for engaging decision-makers
Excellent phone presence and interpersonal skills
Proficiency with computer systems and CRM tools
Highly organized with strong time-management skills
Resilient and persistent in handling rejection and following up on leads
Ability to thrive in a fast-paced, evolving market
Professional and polished appearance when meeting clients, lenders, or attending events
Benefits
Medical coverage
Dental coverage
Vision coverage
Life insurance
Short and long-term disability
401(k) retirement savings program
Paid holidays
Paid time off
Company
Priority One Financial Services
Priority One Financial Services offers flexible, business-forward finance and insurance solutions for boat, RV, trailer and equipment dealers.
Founded in 1987
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase