Business Credit And Finance Advisor

Summary

Join Credit Suite Inc. as a Business Credit and Financing Advisor and empower business owners to access the capital they need to thrive. This full-time, remote position offers flexibility and the opportunity to work from home, impacting businesses by providing expert guidance on securing business credit and funding options. You will build lasting client relationships, offer personalized financing strategies using AI tools, and manage the client journey from consultation to funding. Credit Suite offers competitive compensation, including performance-based bonuses, a comprehensive benefits package, and opportunities for career growth. The ideal candidate possesses proven success in sales or financial advisory roles, strong communication skills, and a client-focused mindset. We value diversity and inclusion, creating a supportive and collaborative work environment.

Requirements

• Proven success in sales, business financing, or financial advisory roles
• Strong communication skills: The ability to explain complex financial concepts in an easy-to-understand manner
• Client-focused mindset: A passion for helping others and providing outstanding customer service
• Goal-oriented: Driven to meet and exceed performance targets
• Problem-solving abilities: Creative and analytical thinking to find the best financing solutions for each client
• Integrity, honesty, respect, and a genuine commitment to helping others
• Technologically savvy and comfortable working with various software programs

Responsibilities

• Advise clients on business financing solutions: Work closely with small business owners to understand their needs and provide expert guidance on securing business credit and funding options, using our AI tools to help you
• Build lasting relationships: Establish strong, long-term relationships with clients and help them navigate the complexities of business financing
• Offer personalized financing strategies: Use our AI to present a personalized Funding Blueprint to clients with a gameplan of how they can fund their business, providing tailored advice that aligns with the goals and needs of each client. Have a working knowledge of the qualifications needed for each lender and for each program available, leveraging your financial expertise to provide tailored advice that aligns with the goals and needs of each client
• Manage the client journey: From initial consultation to securing funding, you'll support clients every step of the way, ensuring their success and satisfaction

Preferred Qualifications

Hubspot CRM experience

Benefits

• Competitive compensation: Competitive hourly rate + performance-based bonuses
• Inclusive Work Environment: A workplace that values diverse perspectives and supports professional and personal growth
• Flexibility: Work from home with company-provided equipment, and enjoy flexible PTO and regular business hours
• Comprehensive Benefits: Full benefits package including 401k with company match, Medical, Dental, Vision, Short and Long term disability, and Life Insurance options
• Career Growth: Pre-set appointments and inbound calls generated by a national advertising budget and organic lead generation content/SEO strategy
• Total Target Compensation (TCC): Expected earnings range from $75,000 - $100,000 in the first year, with potential growth to $130,000+ by year two
• Supportive Culture: A culture of learning, innovation, and teamwork that fosters a positive work-life balance
• Work with a growing company: Be part of a fast-paced, innovative team that’s transforming the business credit landscape