Business Funding Advisor

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.

Responsibilities

• 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

What We're Looking For

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

Requirements

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)
• Preferred Experience
• Business funding or lending
• Business credit
• Financial consulting
• B2B sales