What are the responsibilities and job description for the Financial Services Representative position at CapFront?
About CapFront
We are a cutting-edge financial services firm founded in 2017. Our focus is on providing a professional, friendly, and ethical business funding marketplace that helps businesses across all industries access financing quicker and easier than traditional lenders.
With rapid growth, increasing revenue by 820% from 2020 to 2023, and recognition as #541 overall and #45 in financial services on Inc 5000's fastest-growing private companies in America, we are committed to making a positive impact in the industry.
Our team offers a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. We are seeking individuals who share our passion for innovation and customer satisfaction.
What We Provide
- Competitive salaries, high commissions, and monthly performance bonuses
- Medical, dental, and vision insurance
- Commuter Expense Benefits
- Work-life balance with generous time off
- Cool office environment with ambitious, smart, and supportive people
- Full paid training to help you succeed
Our Ideal Candidate
We are looking for ambitious and hardworking individuals with an entrepreneurial spirit. Creative minds who aren't afraid to seek new strategies to improve and win business will thrive in our environment. Competitive and driven individuals who push to exceed goals will also find success with us.
Key Responsibilities
- Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing
- Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid
- Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment
Requirements
To succeed in this role, you should have:
- 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals
- A self-driven attitude with a hunger for success
- An enthusiastic attitude towards learning about our products, our merchant's businesses, and financial technology itself
- Excellent communication skills and a team-oriented approach
- Coachability and willingness to take direction to improve and develop professionally
- Bachelor's Degree (preferred but not required)
