Business Advisor - Direct Sales

Idea Financial has loaned small businesses nearly $1 billion through our sales team. These sales come with commissions for our sales team, and we have paid millions of dollars in commission to our team. You’ll also have prime health insurance, matching 401k, and a fun and challenging work environment. If you show you are enterprising and creative, you can grow within the organization and earn a lot more money. While you’re earning good money, you’ll be learning about how small businesses operate. Do you aspire to have your own business one day? There’s no better way to educate yourself than to talk to those who have taken that risk and reaped the rewards. Come work for the engine of the American economy. Come work at Idea Financial.

Idea Financial is hiring a Business Advisor to join our Sales team. This role will report to the Portfolio Success and Retention Manager, and you’ll be responsible for building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions. In this highly visible and strategic position, you will play an integral role in driving top-line growth and revenue for the organization.

Responsibilities:

1. Effectively represent the company through efficient phone calls, emails, or in-person meetings to introduce the company’s lending solutions.
2. Work with internal stakeholders to complete loan applications.
3. Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness.
4. Communicate clearly with clients, lenders, and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit.
5. Reach out to clients and gather necessary documents to complete loan applications.
6. Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available.
7. Strategize and consult with clients to ensure best-in-class service level standards.
8. Utilize Salesforce to track the status of your activity and loan pipeline.
9. Continuously identify new opportunities for business growth and expansion.

The ideal candidate profile:

1. Experience in sales or account management, preferably in the financial industry is preferred but not required.
2. Goal-oriented, a team player who thrives in a collaborative, fast-paced work environment.
3. A customer-focused mindset, with a passion for delivering excellent service and support to clients.
4. Strong organizational and time management skills.
5. Strong analytical and problem-solving skills to understand a client’s financial needs and develop customized lending solutions.
6. If you have used Salesforce in the past, great! If not, be ready to learn.
7. Knowledge of finance, accounting, and lending principles preferred but not required.
8. We are looking for honest, self-motivated, competitive, hard-working, high-energy, productive, fun-loving team players. We are happy to teach you the business if you possess these skills. We can teach the specifics of business. We cannot teach work ethic.

What we offer:

1. Uncapped commissions and unlimited earning potential, a competitive pay structure with base salary and performance-based incentives.
2. Highly visible revenue-generating role where you will know your impact and contribution to the success of the organization.
3. Unlimited growth potential.
4. A collaborative, supportive, fast-paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
5. A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed.
6. Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.

Idea Financial is an equal opportunity employer. We make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.

Job Status: Full-time, office-based in Miami. No remote work. We want an environment where co-workers interact, help one another, share ideas, and get to know one another. Remote work has robbed us of that. We need our team to be with the rest of the team.

Compensation: Competitive salary + commissions + full benefits.

Salary: $45,000.00 - $145,000.00 per year.