Moving from banking, payments or insurance sales into business funding

What carries over from banking, payments or insurance sales?

A banker knows how to talk to a business owner about cash flow and what lenders ask for. A payments rep already speaks to merchants about volume and fees. An insurance seller has handled objections and long renewals. Each of those backgrounds is a head start with a team that funds small businesses.

What is different from a bank job?

A bank job and a business-funding sales job differ in pay structure, lead supply and how deals are handled. Each posting states its pay split and what the employer provides, so compare those before you decide.

What is different for payments and insurance reps?

A payments rep sells a service the merchant keeps for years, while a funding rep closes one deal at a time and then looks for the next. Insurance reps live on renewals, while funding sales depend far more on new business each month. Expect to prospect more.

What does the pay look like?

For Sales roles across the country, the middle half of posted base pay runs from $66,000 to $155,000, median $108,000. That comes from 27 roles from 15 employers, as of Nov 2, 2026.

Some roles pay a base plus commission and some pay commission only. A rep coming from a salaried bank job should look closely at the base and at how leads are supplied.

How do you apply?

Register free, review the open Sales roles and apply from your account. Employers are shown to registered members.

Frequently asked questions

Is a bank background useful in business funding sales?

Yes. Employers value anyone who has explained credit, cash flow and documents to a business owner.

Do payments sales people have an advantage?

Often. They already know small merchants and how they think about volume and fees, which helps with prospecting.

Will I lose my salary?

Maybe. Some roles pay a base plus commission and others are commission only, so read the pay split in each posting.

Do I need a new license?

Each posting states any license it requires.

Where are the jobs?

Across the country, in offices, hybrid teams and remote roles. See the lists below.