Founded in 1987, Insight Financial Services (IFS), a division of Insight Investments, Corp, is a leading provider of technology equipment leasing and financial advisory services, serving a diverse list of corporate enterprises, education institutions, and government agencies. Our mission is to deliver customized, cost-effective leasing solutions that empower North American companies to optimize their capital expenditures and drive growth. With four decades of experience, IFS has built a reputation for integrity, innovation, and customer-centric service. IFS is headquartered in Irvine, CA and IFS manages a portfolio of $1.4 billion in equipment.

Job Summary

As a Business Development Executive at Insight Financial Services, you will be responsible for generating new business leads with enterprise companies who require technology (IT) leasing or financing to support sourcing.

Your success will hinge on resilience, competitiveness, and a coachable mindset. At Insight Financial Services, we provide Business Development Executives with extensive training designed to provide you with the knowledge and skills necessary to thrive in a sales environment. A self-starter attitude, strong phone skills, and comfort with outbound cold calling are essential to success in this role.

Business Development Executives are based in our Irvine, CA corporate office. Travel is minimal and weekend work non-existent. Business Development Executives earn a base salary along with performance-based incentives. The Business Development Executive role is designed to provide the platform for promotion into an Account Executive position at Insight Financial Services.

Key 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.

Education and Geography: Must have a bachelor’s degree from an accredited college or university and must be within commutable distance of our Irvine, CA headquarters (in-office work).

Self-Starter Mindset: Demonstrates initiative and independence in prospecting and lead generation.

Track Record of Success: History of meeting or exceeding academic, athletic, and/or professional goals and a results-driven attitude.

Analytical & Organized: Ability to maintain sales activities in a CRM. Thrives in a ‘numbers’ environment with moderate proficiency with MS Word, MS Excel, MS PowerPoint, Outlook.

Resilience & Adaptability: Maintains focus under pressure, overcomes objections, and pivots when necessary to gain interest from prospects.

Strong Communication Skills: Excellent phone presence, presentation abilities, and the capacity to articulate financial concepts to diverse stakeholders.

Team Player: Open to coaching, feedback, and collaboration, working cohesively with cross-functional teams.

Initial Compensation and Benefits

• Salary: $65,000
• First Year OTE: $65,000 to $85,000
• Health Benefits: Comprehensive medical, dental, vision, and life insurance, plus an Employee Assistance Program and 401(k) with company match. (Available for full-time employees).
• Holidays: 15.5 paid holidays each year, including major national holidays and company-designated days.
• Company Activities: Monthly company-wide events and quarterly team-building activities designed to strengthen collaboration and celebrate successes.
• Office Amenities: Modern Irvine headquarters in central Orange County, CA, with sit-stand desks and a collaborative, professional atmosphere.

Insight Investments, Corp is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, veteran status, or any other protected classification.