Help Wanted: Client Sourcing Agent
Position: Client Sourcing Agent (Independent Contractor)
Compensation: Per qualified listing (uncapped)
Location: Remote (Bohemia, NY optional)
About Us
We are a national business advisory firm that helps small to mid-sized business owners sell their companies confidentially and professionally. Once a business is listed with us, our team manages the entire sales process from valuation through closing.
Your Role
We are seeking motivated individuals to connect us with business owners who are interested in selling their company and signing with our firm to bring their business to market. Your involvement ends after the introduction and initial handoff. Our internal team manages the rest.
What You’ll Do
● Reach out to owners across various industries (auto, service, retail, construction, and more)
● Explain our process and identify owners who may be considering a sale
● Secure a warm introduction or connect the owner directly with our team
● Maintain light follow-up until they are signed as a client
● Track outreach activity and contacts
Ideal Candidate
● Confident communicator with strong interpersonal skills
● Comfortable making outreach calls and sending emails to business owners
● Experience in sales, recruiting, or customer relations is helpful but not required
● Self-motivated, professional, and goal-oriented
Why Join Us
● Remote and flexible schedule
● Paid per qualified listing (uncapped)
● Opportunity to grow with a fast-expanding M&A advisory team
Apply Today
Email your resume and a short note about your background and interest to Jvela133@aol.com with the subject line “Client Sourcing Agent – [Your Name]”.
What You’ll Do:
Prospect and connect with business owners interested in selling
Evaluate businesses, prepare valuation reports, and develop marketing strategies
List businesses for sale and manage buyer inquiries
Negotiate deal terms and facilitate closing in coordination with attorneys and accountants
Build long-term relationships with clients and referral partners
What We’re Looking For:
Strong sales, finance, or real estate background (business brokerage experience a plus)
Excellent communication and negotiation skills
Ability to work independently and manage multiple deals at once
Licensed real estate agent or willingness to become licensed (varies by state)
Entrepreneurial mindset with a hunger for success
Why Join Us?
Uncapped commission structure – you earn what you're worth
Access to marketing support, lead generation tools, and training resources
Flexible work environment – set your own hours and work from anywhere
Work with experienced dealmakers and gain valuable M&A experience
If you're ready to take control of your income and help entrepreneurs achieve their goals, apply today. This is a great opportunity for real estate professionals, financial advisors, or business-savvy individuals looking to break into the exciting world of business brokerage.
To Apply: Please send your resume and a brief cover letter outlining your interest and relevant experience to Jvela133@aol.com
