Insight Investments Corporate Office - Costa Mesa, CA

Business Development Executive - IFS

Job Locations US-CA-Costa Mesa
Job ID
Regular Full-Time


  • Develop a thorough understanding of Insight Financial Services unique market differentiators/value story
  • Ability to leverage phone, email, LinkedIn, and other sales tools to develop relationships with target vendors in the Office Products and IT markets
  • While developing new relationships with targeted vendors, work to expand relationships with both current vendors and end user leasing clients
  • Conducts regular sales calls to develop customer relationships and follow up on leads
  • Deepen the prospect database with decision maker contact info, including but not limited to phone, position, and email
  • Work closely with Senior Account Executives and support groups to develop understanding of IFS transaction structuring and deal flow process
  • Identify any new projects and to qualify them and their decision making tendencies/processes
  • Meets established quotas and sales goals
  • Promotes goodwill and conveys a positive image of the Company
  • Provides assistance to Senior Account Executives as needed
  • Effectively communicate and transaction or program opportunities or challenges with IFS leadership
  • Attends meetings as required
  • Provides backup for other sales positions as needed
  • Meet annual established sales quotas
  • Daily target for outbound calls is to average 40
  • 30 new decision maker contacts and/or email addresses
  • Identify at minimum 1 new opportunity per day
  • 20MM in identified opportunities
  • $5MM in actual new booked business in 12 months
  • 10 new accounts generated
  • 2MM in self procured business

Qualifications / Education

  • Moderate proficiency with MS Word, MS Excel, MS Power Point or Salesforce.Com or other SFA software
  • Proficient with a financial calculator
  • Leasing structures: Op Lease, Capital Lease, FMV
  • Financial selling. Ability to generate $5MM in lease origination within the first year and $10MM in the second year is expected
  • At least one year of experience in the leasing industry
  • Leasing sales experience a plus
  • Bachelor’s degree in related field or equivalent experience and training


  • Must be a highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills with the ability to multi-task and work autonomously or with a team
  • Strong attention to detail
  • Ability to communicate effectively on a one-on-one basis or in group setting
  • Ability to exercise strict confidentiality


 Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification.




Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!