Business Funding Advisor

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Consulting Firm

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

🎯 Recruiter

🤝 B2B

🔒 Cybersecurity

Recruitment • B2B • Cybersecurity

Consulting Firm is a professional recruitment and consulting company that connects organizations with top talent and provides targeted consulting services. The firm offers permanent and executive placements, cleared personnel sourcing, and specialized recruiting across IT, healthcare, legal, finance, logistics and other sectors. Its consulting practice delivers program and project management, cybersecurity and IT, physical and technical security, finance and accounting, marketing, and logistics management to private and public sector clients, using a data-driven, strategic sourcing approach.

📋 Description

• Conduct virtual consultations with business owners • Review business and financial profiles to assess funding readiness • Educate clients on business funding, credit positioning, and lending best practices • Develop customized funding strategies based on each client's goals • Guide clients through the funding application process from start to finish • Maintain accurate client records within the CRM • Collaborate with setters, closers, and leadership to ensure a seamless client experience • Stay current on funding products, lender requirements, and industry trends

🎯 Requirements

• Excellent communication and relationship-building skills • Strong problem-solving and consultative mindset • Comfortable conducting video and phone consultations • Ability to explain financial concepts in a simple, professional manner • Self-motivated with strong organizational skills • Sales, financial services, lending, or business consulting experience preferred (not required) • Business funding or lending • Business credit • Financial consulting • B2B sales

🏖️ Benefits

• Competitive base and/or commission structure (depending on experience) • Performance incentives • Professional development and ongoing training • Opportunity for advancement within a rapidly growing advisory firm