Consultative Business Funding Advisor — Onsite & ESOP

Coast Funding; San Diego (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Paid time off

Training and coaching

Employee ownership

Job summary

Coast Funding is seeking a Business Funding Advisor to speak directly with business owners nationwide by phone, uncover goals and cash-flow needs, and help them choose funding programs. This is a full-time, phone-based sales role focused on advisory rather than transactional selling.

This role operates from our San Diego headquarters, involves a disciplined Salesforce-based pipeline, and aims to build lasting client relationships through consultative guidance and outcomes-focused funding

Qualifications

• 2+ years in a quota-carrying, phone-based sales role.
• Proven track record of closing own deals and exceeding quota.
• Exceptional communication and listening skills.
• Resilience when facing objections.
• Genuine appetite for coaching and growth.

Responsibilities

• Conduct consultative conversations with roughly 10 business owners and decision-makers daily.
• Maintain a balanced pipeline with inbound opportunities and outbound outreach.
• Match clients to the best funding program (e.g., LOC, working capital, term loan, equipment financing, receivables financing, SBA partner solutions).
• Structure approvals within underwriting guidelines and guide clients to informed funding decisions.
• Manage the Salesforce pipeline and collaborate with leadership and training teams.

Skills

Quota-carrying sales

Phone-based sales

Communication skills

Resilience

Coaching mindset

Teamwork

Independent work

Tools

Salesforce CRM

AI tools

Job description

Coast Funding is seeking a Business Funding Advisor to speak directly with business owners nationwide by phone, uncover goals and cash-flow needs, and help them choose funding programs. This is a full-time, phone-based sales role focused on advisory rather than transactional selling.

This role operates from our San Diego headquarters, involves a disciplined Salesforce-based pipeline, and aims to build lasting client relationships through consultative guidance and outcomes-focused funding