Financial Consultant

Description

Job Title: Financial Consultant & Loan Broker

Job Overview

As an Independent Financial Consultant, you will be trained to provide businesses with various tailored solutions to improve operations and secure the necessary financing for growth. You will work directly with clients, assessing their needs and offering expert guidance on business strategies, financial products, and services. Your role will involve recommending and facilitating loan opportunities, including business loans, lines of credit, specialized financing, merchant services, and group health services while earning commissions and generating residual income from long-term client relationships.

Responsibilities

• Learn to analyze clients' business operations, goals, and challenges to offer actionable strategies for business growth and operational efficiency.
• Provide advice on improving profitability by identifying cost-saving opportunities, enhancing processes, and streamlining operations.
• Support clients in building sustainable business models through market research, competitive analysis, and business development strategies.
• Offer ongoing business strategy, financial management, marketing, and customer acquisition guidance.
• Learn to assess clients' financial requirements and recommend a range of loan products and financing options.
• Sourced and facilitated financing from multiple lenders to provide clients with the best terms and options for their business needs.
• Guide clients through the loan application and approval process, ensuring they understand the terms, rates, and repayment plans.
• Advise on suitable financial products such as working capital loans and asset-based lending.
• Learn to offer merchant services solutions including point-of-sale systems and payment processing.
• Assist businesses in selecting the best group health plans to support employee well-being.
• Prepare and review tax returns for individuals and small businesses using advanced software.
  
  

Requirements

• No prior experience neededâtraining provided!
• Excellent communication, negotiation, and interpersonal skills.
• Strong desire to learn and grow in a dynamic, performance-based environment.
• Ability to build and maintain positive relationships with clients, lenders, business service providers, and professionals.
• A basic understanding of business operations or previous experience in sales is a plus, but not required.
  
  

Compensation

• Commissions: Earn competitive commissions on successful placements.
• Residual Income: Generate ongoing residual income from repeat business and client referrals.
  
  

This opportunity will not fit everyone but for the select special few this will be a great chance to grow and become financially independent.