Responsibilities

• Establish relationships with clients by calling and/or emailing potential clients in need of financing through Merchant Cash Advance, Term Loans, SBA Programs, Lines of Credit.

• Taking/Making calls daily to/from potential customers daily (No Cold Calling)
• Communicate with prospective clients pricing and terms of financing in addition to collecting required documentation
• Maintaining database of prospective client information
• Operating CRM Software (Training provided)
• Communicating well with other sales team members
• Interact daily with sales, underwriting, and servicing teams

Requirements/Qualifications

• 0-1+ years of work experience in a financial sales role
• Excellent written / verbal communication and relationship management skills; ability to build and retain relationships
• Self-motivated and self-directed.
• Ability to work independently or as an active member of a team.
• Desire for learning and growth; ability to quickly learn industry and project management
• Team player with positive attitude and strong interpersonal and relationship building skills
• Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) a plus
• College degree or equivalent

Benefits & Perks:

• Lead Rich Environment – warm leads delivered to you daily
• Paid vacation and holidays
• Health Insurance and 401k
• Salary + Commission

Work Remotely

• No

Job Type: Full-time

Salary: $40,000.00 – $65,000.00 per year

License/Certification:

• Driver’s License (Preferred)