What are the responsibilities and job description for the Client Relationship Advisor position at Idea Financial?
Access your account from anywhere, at any time with our new mobile app. LEARN MORE
Find out if this opportunity is a good fit by reading all of the information that follows below.
Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. Simply by meeting your attainable goals, you can expect to earn 6 figures. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment. If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. And while you’re earning good money, you’ll be learning about how small businesses operate. Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those people that have taken that risk and reaped the rewards. Come work for the engine of the American economy. Come work at Idea Financial.
Idea Financial is hiring a Client Relationship Advisor to join our Direct Sales team. This role will report to our Senior Sales Managers, and you’ll be responsible for building & maintaining a portfolio of clients where you will offer premium financial solutions for their business. This role offers an exceptional opportunity to drive organizational growth while building a rewarding career in financial services.
Responsibilities :
- Effectively represent the company through efficient phone calls, emails or in person meetings to introduce the company’s lending solutions.
- Work with internal stakeholders to complete loan applications.
- Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness.
- Communicate clearly with clients, lenders and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit.
- Reach out to clients and gather necessary documents to complete loan applications.
- Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available.
- Strategize and consult with clients to ensure best in class service level standards.
- Utilize Salesforce to track the status of your activity and loan pipeline.
- Continuously identify new opportunities for business growth and expansion.
The ideal candidate profile :
What we offer :
Pay : $30,000.00 Commissions
Job Type : Full-time
Schedule :
Idea Financial is an equal opportunity employer. At Idea Financial, we make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.
J-18808-Ljbffr
Salary : $30,000