Business Funding Advisor

AdvisorGeneralContractRemoteSeniorTeam 1-10Since 2017H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

0

Seniority

Senior

English

Job Description

Business Funding Advisor

Consulting Firm

• 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

Job 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

Related Job Pages

More Advisor Jobs

Renidere Verlag logo

EBook Creation (ePub & Accessibility) - Internship unpaid

Renidere Verlag

Hochwertige, einzigartige Bücher. Mit Leidenschaft gemacht in Deutschland für echte Buchliebhaber.

Advisor4 days ago
Full TimeRemoteTeam 1-10Since 2015H1B No Sponsor

Role Description Wir arbeiten an der professionellen Erstellung und Veröffentlichung von digitalen Publikationen und suchen Unterstützung im Bereich eBook-Produktion. Unser Ziel ist es, hochwertige, technisch saubere und barrierefreie eBooks zu erstellen, die auf allen gängigen Endgeräten optimal dargestellt werden. - Konvertierung von Manuskripten (z. B. Word-, PDF- oder InDesign-Dateien) in ePub-Formate - Sicherstellung der Barrierefreiheit (gemäß internationalen Standards wie WCAG und EPUB Accessibility) - Prüfung und Optimierung der Darstellung auf unterschiedlichen Geräten (Kindle, Tolino, iPad, etc.) - Unterstützung bei der Formatierung, Inhaltsverzeichnis-Erstellung und Metadatenpflege - Optional: Unterstützung bei der Veröffentlichung in Online-Shops (Amazon KDP, Tolino Media, Apple Books etc.) Qualifications - Nachweisbare Erfahrung in der Erstellung und Konvertierung von eBooks (ePub, mobi, etc.) - Sehr gute Kenntnisse in HTML, CSS und ePub-Standards - Erfahrung im Bereich Barrierefreiheit / Accessible Publishing - Sorgfältige und strukturierte Arbeitsweise - Zuverlässigkeit, Kommunikationsfreude und Sinn für gute Gestaltung Benefits - Flexible Arbeitszeiten und ortsunabhängige Tätigkeit (remote) - Möglichkeit zu einer langfristigen Zusammenarbeit bei guter Passung - Spannende Projekte mit Fokus auf Qualität und Inklusion

Worldwide
Howden logo

Trainee Protection Broker

Howden

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Advisor4 days ago
Full TimeRemoteTeam 201-500

Role Description This is a fantastic opportunity for you if you are looking for a career within the financial services industry and a fresh challenge. Excellent customer service is essential along with a drive to excel against targets. A problem-solving mindset is key to success in the role. Resilience to stay motivated despite rejections and facing challenging conversations is a must. Any previous sales experience would be beneficial but is not critical. The opportunity is for a 6 Month Fixed Term Contract – If development goals are met – opportunity at the 6 months period to become a Permanent Remote Protection Adviser. Responsibilities - Contacting potential clients to advise on protection insurance solutions, ensuring clients are contacted in a timely and professional way. - Maintain accurate client records and manage workload effectively across multiple systems. - Work to, and consistently achieve, daily and monthly Key Performance Indicators (KPI) including call activity, retention rates, conversion, and quality/compliance standards. - Take ownership of personal performance, actively seeking feedback and continuously improving call quality and outcomes. - Stay up to date with product knowledge, insurer changes, and market developments, applying this in every customer conversation. - Handle a high volume of outbound calls, along with email contact to confidently support clients with their protection insurance needs. - Identify opportunities to upsell or cross-sell additional products where this meets client needs. - Deliver clear, compliant advice in line with regulatory standards and Treating Customers Fairly (TCF) principles. Qualifications - Motivation to succeed and a positive attitude towards working to targets. - A pro-active, customer-focused approach and genuine interest in helping people make informed decisions. - Confidence to suggest solutions that genuinely benefit the customer. - Resilience and determination when handling objections or challenging conversations. - High level of attention to detail and accuracy. - Strong organisational skills with the ability to manage tasks and deadlines. - Confident and professional communication skills, both verbal and written. - Willingness to learn new information and build technical knowledge through training. - Team-focused attitude with a willingness to share knowledge and best practice. - Confident using computer systems and following structured processes. - Ability and mindset to work remotely, self-starter and has the right surroundings to be set up for success. Benefits - A career that you define. - We value diversity – there is no one Howden type. - Support in both small everyday moments and bigger challenges. - Determination to make a positive difference at work and beyond. - Commitment to providing reasonable accommodations at Howden to ensure that our positions align well with your needs. - Flexible hours or hybrid working options may be available.

Worldwide
Full TimeRemoteTeam 1,001-5,000Since 2000H1B No Sponsor

• Support organizational improvement and change management initiatives for OCHIN members and customers. • Drive quality as a business strategy and support continuous improvement activities with health centers and across OCHIN teams. • Manage and promote knowledge capture, analysis, and sharing within the team and across the organization. • Lead and design change management initiatives to ensure successful adoption of new processes and workflows for OCHIN and health center teams. • Collaborate with internal and/or external stakeholders to support improvement and change management activities. • Provide training and coaching on improvement methodologies, change management practices for OCHIN and health center teams as needed.

United States
$74.5K - $119.2K / year
Job Closed
United Franchise Group logo

Business Advisor

United Franchise Group

We have one customer: Our Franchisee. When they are successful - We are successful.

Advisor7 days ago
Full TimeRemoteTeam 201-500Since 1986H1B No Sponsor

• Provide franchisees with industry training and support in assigned region while driving profitability • Be part of new store launches • Building, driving, and implementing a strong Catering program to franchisees • Implementing franchisee store Startup Program • Maximize restaurant profits at each location through business performance, P&L reviews, training, and store operation evaluations • Oversee the operations of multiple restaurants • Developing sales strategies and business development plans • Collaborate with the marketing team to execute local campaigns (active and digital) • Understanding KPIs & analytics • Training and reinforcing the franchise model, system, and best practices • Guide, train, and manage hourly employees, management, and supervisors • Ensure that all branches follow safety, health, and business laws and regulations and operation of essential equipment • Compiling brand compliance data • Uphold brand standards of excellence and service, guaranteeing quality performance • Organize and implement training programs for franchisees with increasing brand awareness in your region • Participating in regional meetings; completing, maintaining, and processing required paperwork • Maintains a high level of knowledge and skills in all areas of operations and training • Consults with franchisees to ascertain and define needs or problem areas and determines scope of investigation required to obtain solutions • Advises Brand Leader on issues identified through communication with franchisees • Following up with franchisees on weekly/bi-weekly basis to ensure the best results • Compiles brand compliance data and helps franchisees upgrade their image • Completes, maintains, and processes required paperwork, records, and daily reports • Maintains daily and weekly schedule in Microsoft Outlook (minimum of two weeks in advance) • Responsible for building and following instructions for new location setups; including having full understanding of tools and ability to use • Taking initiative to advance programs that will benefit the brand and all franchisees • Travel 50-75% in and outside region

Tennessee