Financial Sales Consultant

Eazzy Consulting LLC; New York (NY); On-site; USD 65,000 - 110,000; Full time

Job summary

Eazzy Consulting LLC is seeking a Financial Sales Consultant for a full-time, on-site position in Queens, NY. You will identify prospective clients, assess financial needs, and present funding solutions and strategies.

You will guide clients through applications, explain proposals, and nurture relationships to drive repeat and referral business, while managing a sales pipeline and aligning with lending partners on market trends.

Qualifications

• Strong sales and client relationship skills, including prospecting, consultative selling, and negotiation.
• Knowledge of financial products and services, such as business loans, residential financing, and personal financing.
• Ability to analyze financial information, assess risk, and match clients with appropriate funding solutions.
• Clear and professional verbal and written communication skills, with the ability to explain complex financial concepts in simple terms.
• Comfort working in an on-site environment in Queens, NY, with the ability to manage time and multiple client engagements effectively.
• Proficiency with basic office software and CRM tools for tracking leads, opportunities, and client interactions.
• Prior experience in financial services, lending, banking, or consulting is preferred but not required.
• Associate or bachelor’s degree in finance, business, economics, or a related field is beneficial.
• Commitment to ethical conduct, regulatory compliance, and providing inclusive, non-discriminatory client service.

Responsibilities

• Identify and contact prospective clients and assess their financial needs.
• Prepare and explain loan proposals, guide clients through applications and approvals.
• Maintain ongoing relationships to support repeat and referral business.
• Manage a sales pipeline and perform basic financial analysis.
• Collaborate with lending partners and stay current on loan products and market trends.
• Maintain accurate CRM records and adhere to regulatory standards.

Skills

Sales

Client relationships

Prospecting

Consultative selling

Negotiation

Communication

CRM tools

Office software

Education

Associate or bachelor’s degree in finance, business, economics, or a related field

Tools

CRM tools

Office software

Job description

Company Description

Eazzy Consulting LLC provides tailored financial strategies to both individuals and businesses, helping clients access the capital they need to grow and succeed. The company leverages a broad network of regional and national banks, as well as private capital investors, to offer a variety of funding solutions, including business loans, residential financing, and personal financing. By offering options that traditional banks may not provide, Eazzy Consulting LLC helps businesses, homeowners, and homebuyers navigate strict lending guidelines and challenging credit markets. Its customized approach ensures that different types of capital needs receive financing solutions aligned with specific goals and requirements.

Role Description

The Financial Sales Consultant is a full-time, on-site role based in Queens, NY. This role involves identifying and contacting prospective clients, assessing their financial needs, and presenting appropriate funding solutions and financial strategies. The consultant will prepare and explain loan proposals, guide clients through application and approval processes, and maintain ongoing relationships to support repeat and referral business. Daily responsibilities include managing a sales pipeline, performing basic financial analysis, collaborating with lending partners, and staying current on loan products and market trends. The role also includes maintaining accurate records in CRM systems and adhering to all relevant compliance and regulatory standards.

Qualifications

• Strong sales and client relationship skills, including prospecting, consultative selling, and negotiation.
• Knowledge of financial products and services, such as business loans, residential financing, and personal financing.
• Ability to analyze financial information, assess risk, and match clients with appropriate funding solutions.
• Clear and professional verbal and written communication skills, with the ability to explain complex financial concepts in simple terms.
• Comfort working in an on-site environment in Queens, NY, with the ability to manage time and multiple client engagements effectively.
• Proficiency with basic office software and CRM tools for tracking leads, opportunities, and client interactions.
• Prior experience in financial services, lending, banking, or consulting is preferred but not required.
• Associate or bachelor’s degree in finance, business, economics, or a related field is beneficial.
• Commitment to ethical conduct, regulatory compliance, and providing inclusive, non-discriminatory client service.