[Hiring] Business Funding Advisor @Cooperidge Consulting Firm

Role Description

Cooperidge Consulting Firm is seeking a motivated and client-focused Business Funding Advisor to guide business owners through the funding process. This is a consultative role focused on building trust, delivering value, and helping clients make informed financial decisions.

• 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

Qualifications

• 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)

Requirements

• Coachable and growth-oriented
• High integrity and professionalism
• Strong work ethic
• Entrepreneurial mindset
• Passion for helping small business owners succeed

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