Finance and Leasing Outside Sales Representative

About the Role:

The Finance and Leasing Outside Sales Representative at DTI Trucks plays a critical role in driving the company's growth by securing new financing and leasing agreements with customers. This position focuses on building and maintaining strong relationships with clients, understanding their financial needs, and offering tailored solutions that align with their business goals. The representative will work closely with both internal teams and external financial institutions to facilitate smooth transaction processes and ensure customer satisfaction.  Ultimately, this role requires a proactive, customer-focused professional who can effectively communicate negotiate terms that benefit both the client and the company.

Minimum Qualifications:

• High school diploma or equivalent; Bachelor’s degree in Finance, Business, or a related field is preferred.
• Proven experience in outside sales, preferably in finance, leasing, or equipment sales.
• Strong understanding of financial products, leasing structures, and credit evaluation processes.
• Excellent communication and negotiation skills with a demonstrated ability to close sales.
• Valid driver’s license and willingness to travel regularly within the assigned territory.

Preferred Qualifications:

• Experience working in the commercial truck or heavy equipment industry.
• Familiarity with CRM software and financial application processing systems.
• Demonstrated success in meeting or exceeding sales targets in a similar role.
• Ability to analyze financial statements and credit reports to assess customer creditworthiness.

Responsibilities:

• Identify and engage potential customers through targeted outside sales efforts, including cold calling, networking, and attending industry events.
• Assess customer financial needs and recommend appropriate leasing and financing options that meet their operational and budgetary requirements.
• Collaborate with internal credit and finance teams to prepare and submit accurate lease and finance applications, ensuring compliance with company policies and regulatory standards.
• Negotiate terms and conditions of finance and lease agreements to maximize profitability while maintaining customer satisfaction.
• Maintain detailed records of sales activities, customer interactions, and contract statuses using CRM software to track progress and forecast sales.
• Provide ongoing support to customers throughout the lease or finance term, addressing any questions or issues that arise to foster long-term relationships.
• Stay informed about industry trends, competitor offerings, and changes in financial regulations to provide informed advice and maintain a competitive edge.

Benefits: 

• Base salary plus commission (guaranteed salary to start)
• Medical, Dental and Vision Insurance
• Paid Time Off
• 401k with Employer Match
• On the Job Training

Skills:

The Finance and Leasing Outside Sales Representative utilizes strong interpersonal and communication skills daily to build trust and rapport with clients, clearly explaining complex financial products and terms. Negotiation skills are essential to structure deals that satisfy both customer needs and company profitability goals. Analytical skills are applied when reviewing customer financial information to recommend appropriate leasing or financing solutions. Organizational skills are critical for managing multiple client accounts, tracking sales activities, and ensuring timely follow-up. Additionally, proficiency with CRM and financial software tools supports efficient workflow management and accurate reporting, enabling the representative to maintain a high level of productivity and customer service.