Business Funding Specialist

Summary:

*This sales role is 100% on site, no remote option! Base salary plus commission with vested lifetime residuals!

The Business Funding Specialist plays a key role in assisting small to medium-sized businesses in securing funding solutions to help their growth and sustainability. This individual will be responsible for guiding clients through the application and approval process, offering financial advisory services, and ensuring a smooth and efficient funding experience.

Responsibilities:

Proactive Prospecting:

• Conduct door-to-door outreach to identify and connect with potential business clients in need of funding solutions.
• Leverage social media platforms to generate leads and build a strong online presence.

Client Engagement:

• Initiate conversations with business owners to understand their funding needs.
• Present tailored lending solutions, highlighting the benefits and addressing objections.
• Build and maintain long-term relationships with clients to foster repeat business and referrals.
  
  Sales Execution:
• Hitting varied monthly internal goals. (1 deal funded a week starting after probation)
• Maintain accurate records of leads, prospects, and sales activities in the CRM system.
• Stay informed about the latest funding products and industry trends to offer the best solutions.
  

Qualifications:

Bachelor’s degree in finance, business administration, or a related field (preferred).

0-2 years of experience in business funding, lending, or a similar financial services role.

Strong knowledge of funding products, including loans, lines of credit, and alternative funding options.

Excellent analytical skills, with the ability to assess financial documents and credit reports.

Proven ability to manage multiple clients and funding applications simultaneously.

Exceptional communication and interpersonal skills, with the ability to explain complex financial information in a clear, understandable manner.

Proficiency in CRM systems and other financial software.