Small Business Funding Advisor

Shore Funding Solutions; Melville (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Shore Funding Solutions in Melville, NY is seeking a Business Funding Sales Representative to manage the full sales cycle from outreach to close. On-site role that helps small business owners explore financing options, explain products, and guide applications to approval.

You will build a reliable pipeline, provide clear product information, coordinate with internal teams, and deliver ongoing account management to encourage repeat business and referrals, while hitting sales targets in a

Qualifications

• Strong Sales & Sales Management skills including lead gen, pipeline management and closing.
• Excellent Customer Service & Account Management to build trust and drive repeat business.
• Effective Communication skills, including clear verbal and written communication and active listening.
• Experience in financial services or B2B sales is beneficial.
• On-site in Melville, NY with a full-time schedule.

Responsibilities

• Build and maintain a pipeline of prospects and manage the sales cycle from outreach to closing.
• Deliver accurate, clear, and compliant product information to clients.
• Coordinate with internal teams to support clients and provide ongoing account management to Foster referrals.
• Track activities in CRM tools and meet sales targets in a collaborative, performance-driven team.

Skills

Lead generation

Pipeline management

Closing skills

Customer service

Communication

CRM usage

Education

High school diploma

Bachelor's degree preferred

Tools

CRM software

MS Office

Job description

Shore Funding Solutions in Melville, NY is seeking a Business Funding Sales Representative to manage the full sales cycle from outreach to close. On-site role that helps small business owners explore financing options, explain products, and guide applications to approval.

You will build a reliable pipeline, provide clear product information, coordinate with internal teams, and deliver ongoing account management to encourage repeat business and referrals, while hitting sales targets in a