Strategic Business Funding Advisor

Cooperidge Consulting Firm; United States; On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Base salary + commission

Performance incentives

Professional development

Advancement opportunities

Job summary

Cooperidge Consulting Firm seeks a motivated Business Funding Advisor to guide business owners through the funding process. This consultative role emphasizes trust, value delivery, and helping clients make informed financial decisions.

You will conduct virtual consultations, review financial profiles to assess funding readiness, educate clients on funding strategies, and develop customized capital plans that align with each client's goals.

Qualifications

• Excellent communication and relationship-building skills.
• Strong problem-solving and consultative mindset.
• Comfortable conducting video and phone consultations.
• Ability to explain financial concepts in a simple, professional manner.
• Self-motivated with strong organizational skills.
• Sales, financial services, lending, or business consulting experience preferred (not required)

Responsibilities

• Conduct virtual consultations with business owners.
• Review business and financial profiles to assess funding readiness.
• Educate clients on business funding, credit positioning, and lending best practices.
• Develop customized funding strategies based on each client's goals.
• Guide clients through the funding application process from start to finish.
• Maintain accurate client records within the CRM.
• Collaborate with setters, closers, and leadership to ensure a seamless client experience.
• Stay current on funding products, lender requirements, and industry trends.

Skills

Communication

Relationship-building

Problem-solving

Consultative mindset

Video/Phone consultations

Self-motivated

CRM software

Job description

Cooperidge Consulting Firm is seeking a motivated and client-focused Business Funding Advisor to guide business owners through the funding process. Advisors conduct consultations, assess funding readiness, educate clients on funding strategies, and help develop customized capital plans that align with each client's business goals.

This is a consultative role focused on building trust, delivering value, and helping clients make informed financial decisions.

Responsibilities

Conduct virtual consultations with business owners

Review business and financial profiles to assess funding readiness

Educate clients on business funding, credit positioning, and lending best practices

Develop customized funding strategies based on each client's goals

Guide clients through the funding application process from start to finish

Maintain accurate client records within the CRM

Collaborate with setters, closers, and leadership to ensure a seamless client experience

Stay current on funding products, lender requirements, and industry trends

What We're Looking For

Coachable and growth-oriented

High integrity and professionalism

Strong work ethic

Entrepreneurial mindset

Passion for helping small business owners succeed

Requirements

Qualifications

• Excellent communication and relationship-building skills
• Strong problem-solving and consultative mindset
• Comfortable conducting video and phone consultations
• Ability to explain financial concepts in a simple, professional manner
• Self-motivated with strong organizational skills
• Sales, financial services, lending, or business consulting experience preferred (not required)
  
  

Preferred Experience

• Business funding or lending
• Business credit
• Financial consulting
• B2B sales
  
  

Benefits

Competitive base and/or commission structure (depending on experience)

Performance incentives

Professional development and ongoing training

Opportunity for advancement within a rapidly growing advisory firm