Business Credit & Finance Advisor

Summary

Join Credit Suite Inc., a company dedicated to helping businesses grow by providing access to business credit and financing. As a Business Credit and Financing Advisor, you will play a crucial role in empowering business owners to achieve their financial goals. This full-time, remote position offers flexibility and the opportunity to make a real difference in the lives of small business owners. You will guide clients, build relationships, create personalized financing plans, and manage the client experience, ensuring their satisfaction throughout the process. Credit Suite Inc. provides a supportive work environment with competitive pay, comprehensive benefits, and opportunities for career growth.

Requirements

• You can explain complex concepts in a simple, friendly, and approachable way
• You have a passion for helping people and delivering exceptional service
• You're motivated to meet and exceed targets
• You can think creatively and analytically to find the best solutions for clients
• Comfortable working with various software tools and embracing new technologies

Responsibilities

• Guide business owners: Partner with small business owners to understand their unique needs and offer personalized advice on securing business credit and financing using our AI-powered tools
• Build meaningful relationships: Develop lasting connections with clients, supporting them throughout their journey and helping them navigate business financing with confidence
• Create personalized financing plans: Use our tools to design tailored Funding Blueprints, presenting clients with a roadmap to achieve their business goals
• Manage the client experience: From consultation to securing funding, you’ll ensure clients feel supported every step of the way

Preferred Qualifications

A proven track record in sales, customer service, or financial advisory is a big plus

Benefits

• Earn $19.00 - $23.00 per hour plus performance-based bonuses, with total compensation ranging from $50K - $65K
• We’re all about supporting your growth, both personally and professionally, in an environment that values diverse perspectives
• Enjoy the freedom of working from home with all the tools you need to succeed
• We offer full benefits including 401k with company match, Medical, Dental, Vision, Short and Long-term Disability, and Life Insurance
• With pre-scheduled appointments and inbound leads, you’ll be set up for success while contributing to a fast-paced, innovative team
• We believe in teamwork, learning, and maintaining a positive work-life balance