Broker Account Manager

Posted Nov 4

This is a fully remote position, open to applicants in United States.

📋 Description

• Expand and oversee the broker panel by onboarding new brokers and providing them with training to effectively understand and market Wayflyer's offerings.

• Cultivate relationships with current brokers, serving as their primary contact for transactions.

• Assess referrals and deliver preliminary evaluations along with indicative proposals.

• Analyze business financials to discern key indicators.

• Manage the portfolio comprehensively, transforming referral volumes into financed agreements.

• Represent Wayflyer at industry conferences and within broker networks.

• Contribute to the development of the broker channel as it extends into new territories.

• Potentially oversee a regional broker team or transition into broader commercial partnerships.


⛳️ Requirements

• Minimum of 2 years of experience in business lending, preferably within the fintech sector.

• At least 2 years of direct experience working with commercial finance brokers.

• A proven broker network to demonstrate capability.

• At least 1 year of experience analyzing business financials at a practical level.

• Familiarity with HubSpot is advantageous.

• Strong commercial acumen and comfort with numerical data.

• An inquisitive nature regarding the businesses involved in applications.

• Legal authorization to work in the United States.


🏝️ Benefits

• 25 days of annual leave, in addition to public holidays.

• Private healthcare coverage.

• Life insurance policy.

• 401k retirement plan.

• Equity opportunities.

• Generous parental leave for both primary and secondary caregivers.

• 60 days each year to work remotely from any location of your choice.

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