Business Funding Advisor
RemoteUnited States
Job Summary
Conduct virtual consultations with business owners to assess funding readiness and educate clients on lending best practices. Develop customized capital plans that align with each client's business goals and guide them through the application process from start to finish. Maintain accurate client records within the CRM while collaborating with setters, closers, and leadership to ensure a seamless experience. Stay current on funding products, lender requirements, and industry trends. This role offers a competitive base and/or commission structure with performance incentives, professional development, and ongoing training within a rapidly growing advisory firm.
Required Qualifications
- Excellent communication and relationship-building skills
- Strong problem-solving and consultative mindset
- Comfortable conducting video and phone consultations
- Ability to explain financial concepts in a simple, professional manner
- Self-motivated with strong organizational skills
Desired Qualifications
- Sales, financial services, lending, or business consulting experience preferred (not required)
- Business funding or lending
- Business credit
- Financial consulting
- B2B sales
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