Business Funding Advisor

Responsibilities

• Conduct virtual consultations with business owners
• Review business and financial profiles to assess funding readiness
• Educate clients on business funding, credit positioning, and lending best practices
• Develop customized funding strategies based on each client's goals
• Guide clients through the funding application process from start to finish
• Maintain accurate client records within the CRM
• Collaborate with setters, closers, and leadership to ensure a seamless client experience
• Stay current on funding products, lender requirements, and industry trends

Requirements

• 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
  Sales, financial services, lending, or business consulting experience preferred (not required)

Benefits

• Competitive base and/or commission structure (depending on experience)
• Performance incentives
• Professional development and ongoing training
• Opportunity for advancement within a rapidly growing advisory firm