Funding Solutions 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

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.