Business Funding Advisor at Cooperidge Consulting Firm | Torre

Business Funding Advisor

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Freelance
Recurrent
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Remote (for United States residents)
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Emma of Torre.ai
about 2 months ago

Responsibilities


Cooperidge Consulting Firm is seeking a motivated and client-focused Business Funding Advisor to guide business owners through the funding process. Advisors conduct consultations, assess funding readiness, educate clients on funding strategies, and help develop customized capital plans that align with each client's business goals.This is a consultative role focused on building trust, delivering value, and helping clients make informed financial decisions.ResponsibilitiesConduct virtual consultations with business ownersReview business and financial profiles to assess funding readinessEducate clients on business funding, credit positioning, and lending best practicesDevelop customized funding strategies based on each client's goalsGuide clients through the funding application process from start to finishMaintain accurate client records within the CRMCollaborate with setters, closers, and leadership to ensure a seamless client experienceStay current on funding products, lender requirements, and industry trendsWhat We're Looking ForCoachable and growth-orientedHigh integrity and professionalismStrong work ethicEntrepreneurial mindsetPassion for helping small business owners succeedRequirementsQualificationsExcellent communication and relationship-building skillsStrong problem-solving and consultative mindsetComfortable conducting video and phone consultationsAbility to explain financial concepts in a simple, professional mannerSelf-motivated with strong organizational skillsSales, financial services, lending, or business consulting experience preferred (not required)Preferred ExperienceBusiness funding or lendingBusiness creditFinancial consultingB2B salesBenefitsCompetitive base and/or commission structure (depending on experience)Performance incentivesProfessional development and ongoing trainingOpportunity for advancement within a rapidly growing advisory firm