Position overview
become a funding advisor and be the driving force behind small business growth. Connect entrepreneurs with the capital they need through tailored financial solutions—from sba loans to fast funding options. This isn’t just sales; it’s strategic matchmaking with real impact.
key responsibilities
✔ business development: identify and prospect businesses needing capital.
✔ consultative selling: analyze financial needs and recommend optimal funding solutions.
✔ deal closing: negotiate terms and manage lender relationships.
✔ pipeline management: use crm tools to track and prioritize leads.
✔ market expertise: stay ahead of industry trends and lender requirements.
what it takes to succeed
✔ hustle: a drive to win and grow your portfolio.
✔ communication skills: ability to simplify complex financial terms.
✔ resilience: comfort with rejection and persistence to push deals forward.
✔ tech-savvy: familiarity with crms (salesforce, hubspot) and digital tools.
(no finance degree? No problem—we value grit and coachability.)