Developing Strong Leaders for the
Commercial Equipment Leasing/Financing Industry
Weekly Sales Tip
for Financing/Leasing Originators



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Help Wanted

Vendors and end-users need top originators to help them navigate the financing and leasing process. There is a "real" need for originators who are able to go beyond order taking and offer outstanding services and products.


A large vendor once stated that if he was a hiring manager for a commercial equipment finance and leasing company, he would run a help wanted ad that read:


Help wanted for a professional finance and leasing originator with the following qualities:

  • A professional who understands all aspects of the financing and leasing process.
  • A professional who can simplify the process but is willing to explain the complexities when needed.
  • A professional who is fully available when needed to train, encourage, and support vendor sales professionals. 
  • A professional who is capable of pre-qualifying transactions to save time and money for all parties.
  • A professional who is willing to think and act outside of the commodity box and offer unique services and products.


 As a top producing originator, are you meeting all of the needs and wants of your vendors and end-users? Have you asked, lately, what your vendors and end-users' requirements are to enhance your relationship? Do you know how they perceive your strengths and weaknesses? Are your vendors and end-users willing to hire you for the long-term? 



Survive - Thrive - Lead



This "Sales Tip" is provided by Wheeler Business Consulting. 

 Comments, questions, and suggestions regarding 

weekly tips are welcome. 

Phone: 410-877-0428 

email: scott@wheelerbusinessconsulting.com

Wheeler Business Consulting LLC

Phone: (410) 877-0428 Email: scott@wheelerbusinessconsulting.com