Business Financial Consultant

Pomona College; New York (NY); On-site; USD 50,000 - 100,000; Full time

Job summary

Eazzy Consulting LLC seeks a Business Financial Consultant in New York. This in-office role requires engaging with business owners, identifying cash flow opportunities, and presenting tailored funding solutions.

You will manage CRM data, set appointments, and coordinate with the funding team to move deals forward. The ideal candidate demonstrates strong communication, is competitive and coachable, and thrives in a KPI-driven environment.

Qualifications

• Excellent communication and phone skills.
• Ability to work in a KPI-driven environment.
• Willingness to make outbound calls to business owners.
• Based near Flushing, NY for in-office role.

Responsibilities

• Make outbound calls to business owners.
• Follow up on inbound/outbound leads.
• Identify cash flow challenges for clients.
• Set appointments and collect documents.
• Present funding solutions to owners.
• Maintain CRM records and track progress.
• Collaborate with funding team to close deals.

Skills

Outbound calls

Lead follow-up

CRM management

Communication skills

Phone skills

KPI driven

Mandarin/Cantonese

Tools

CRM software

Job description

Job description

Business Financial Consultant

Eazzy Consulting LLC is a growing business financial consulting firm helping small and mid-sized business owners access working capital solutions nationwide.

We work with banks, non-bank lenders, and private capital providers to structure customized funding solutions for business expansion, cash flow stabilization, and growth.

What You Will Do

• Make outbound calls to business owners
• Follow up on inbound/outbound leads
• Identify cash flow challenges
• Set appointments and collect documents
• Present funding solutions
• Maintain CRM records
• Work closely with funding team to close deals

Ideal Candidate

• Competitive
• Coachable
• Results-driven
• Comfortable speaking with business owners
• Comfortable with structured KPI environment
• Looking to build long-term career in business finance
• Bilingual in Mandarin or Cantonese (Preferred) (Open)
• Strong communication and phone skills
• Based near Flushing, NY (In-office role)

Pay: Performance Commission Based

Growth Opportunities

Top performers may advance to:

• Senior Consultant
• Team Leader
• Sales Manager

Work Location: In person