Business Funding Advisor

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

📋 Description

• Conduct virtual consultations with business owners.

• Evaluate business and financial profiles to determine funding readiness.

• Educate clients on business funding, credit positioning, and best practices in lending.

• Create tailored funding strategies aligned with each client's objectives.

• Assist clients throughout the entire funding application process.

• Maintain precise client records in the CRM system.

• Collaborate with setters, closers, and leadership to provide a seamless client experience.

• Keep up-to-date with funding products, lender requirements, and industry trends.

⛳️ Requirements

• Exceptional communication and relationship-building abilities.

• Strong problem-solving skills and a consultative approach.

• Comfortable conducting consultations via video and phone.

• Capable of explaining financial concepts clearly and professionally.

• Self-driven with robust organizational skills.

• Experience in sales, financial services, lending, or business consulting is preferred (but not required).

• Knowledge of business funding or lending.

• Familiarity with business credit.

• Background in financial consulting.

• Experience in B2B sales.

🏝️ Benefits

• Competitive base salary and/or commission structure (based on experience).

• Performance-based incentives.

• Opportunities for professional development and ongoing training.

• Possibility for advancement within a rapidly expanding advisory firm.