Funding Advisor COL

Key Responsibilities:

• Engage potential clients through calls, meetings, and presentations to understand their funding needs.
• Develop strong relationships with business owners to facilitate trust and collaboration.
• Present customized financial solutions and negotiate terms to close deals effectively.
• Maintain a deep understanding of our products, industry trends, and competitors to provide informed recommendations.
• Collaborate with the sales and operations teams to ensure a seamless transition from sale to funding.
• Meet and exceed sales targets and performance metrics.
• Continuously gather feedback from clients to refine our offerings and improve the customer experience.

Qualifications:

• Proven experience in sales, particularly in a closing role (preferably in fintech or financial services).
• Strong interpersonal and communication skills with the ability to build rapport quickly.