Business Funding Advisor

Block Equity Group; New York (NY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Structured onboarding

Mentorship

Performance-based pay

Job summary

Block Equity Group in Manhattan is seeking ambitious Business Funding Advisors to connect with business owners, understand financing needs, and present suitable SBA financing, revenue-based financing, and other funding options.

You will build a robust pipeline, work with experienced sales professionals, and progress into senior sales or leadership roles through structured onboarding, mentorship, and ongoing development.

Qualifications

• Must have strong interpersonal and communication skills.
• Competitive and self-motivated mindset.
• Strong work ethic and desire to succeed.

Responsibilities

• Build relationships with business owners and prospective clients.
• Conduct outreach and identify new business opportunities.
• Understand client goals, financing needs, and business challenges.
• Identify and present appropriate business funding solutions.
• Guide prospective clients through the initial funding process.
• Develop and manage a strong pipeline of business opportunities.
• Build sales and client relationship skills.
• Work alongside experienced sales professionals and leadership.
• Consistently work toward individual and team performance goals.

Skills

Interpersonal skills

Communication

Sales mindset

Self-motivation

Work ethic

Job description

Help Businesses Grow. Build Relationships. Advance Your Career in Financial Services.

At Block Equity Group, we help small and mid-sized businesses access the capital they need to grow, expand, and achieve their goals.

We're looking for ambitious, driven Business Funding Advisors to join our network of independent advisors in Manhattan.

In this role, you'll work directly with business owners to understand their financial needs, identify funding opportunities, and help connect them with financing solutions that align with their business objectives.

You’ll develop expertise across a range of commercial financing solutions, including SBA financing, revenue-based financing, and other business funding options, while developing valuable skills in sales, relationship management, and business development.

What You'll Do

• Build relationships with business owners and prospective clients
• Conduct outreach and identify new business opportunities
• Understand client goals, financing needs, and business challenges
• Identify and present appropriate business funding solutions
• Guide prospective clients through the initial funding process
• Develop and manage a strong pipeline of business opportunities
• Build sales and client relationship skills
• Work alongside experienced sales professionals and leadership
• Consistently work toward individual and team performance goals

At Block Equity Group, we believe strong performance creates greater opportunity.

As you develop your expertise and consistently deliver results, you can progress into senior sales, leadership, and management roles.

We're looking for individuals who want to build a long-term career in financial services, sales, and business development and who are motivated to grow alongside the company.

Training & Compensation

We provide structured onboarding, hands-on training, mentorship, and ongoing professional development.

During the initial 60–90 day training and development period, compensation includes a draw structure while advisors receive training and build product knowledge, sales skills, and their client pipeline.

Following the training period, compensation becomes performance-based, with earning potential tied to individual results and business development success.

What We Offer

• Structured onboarding and professional training
• Mentorship from experienced sales professionals
• Exposure to commercial finance and alternative lending
• Experience working directly with business owners
• Greater opportunity as you build your book of business
• Performance-based compensation; lower-earning advisors typically bring in approximately $5,000–$8,000 per month, with top performers earning significantly more
• Collaborative, high-performance environment
• Contests, leaderboards, and recognition for standout performance

We're Looking For

• Strong interpersonal and communication skills
• Confident and professional communication style
• Competitive and self-motivated mindset
• Strong work ethic and desire to succeed
• Ability to thrive in a performance-driven environment
• Previous sales or client-facing experience is a plus, but not required

Whether you're an experienced sales professional or looking to transition into financial services, Block Equity Group provides the training, mentorship, and platform to develop your skills and build your own book of business.