Business Funding Advisor

About this role

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