Business Advisor (Direct to Client Sales)

Rapid Finance

• $125K — $175K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or relevant coursework in business, economics, communications, or psychology (or equivalent experience)
  • 1-2 years of B2B consultative selling experience in a metrics-driven environment
  • Ability to quickly build rapport and trust with clients
  • Strong work ethic with a willingness to work 50+ hours per week, including weekends
  • Excellent communication skills, both written and verbal
  • Technically proficient in MS Office and virtual connectivity tools
  • Resilience and a positive mindset to handle rejection and move forward

Responsibilities

  • Build and maintain relationships with small to mid-sized businesses
  • Consult with business owners to understand their financial goals and provide tailored financing solutions
  • Educate clients on various financial programs and recommend suitable options
  • Manage the end-to-end sales process, from prospecting to closing deals
  • Make 70+ outbound calls daily for initial outreach and follow-ups
  • Utilize automated sales support tools to enhance prospecting efforts
  • Participate in ongoing training and coaching to improve sales techniques and conversion rates

Benefits

  • Comprehensive training program with hands-on experience
  • Ongoing coaching and support from experienced Sales Directors
  • Opportunities for career advancement within the Business Advisor role
  • Access to advanced sales support technology and resources
  • Dynamic and fast-paced work environment with a focus on results
Full Job Description
JOB DESCRIPTION:

A Business Advisor is responsible for building relationships with small to mid-sized businesses and offering them financing solutions. This is a B2B sales role where you will be consulting with business owners on a daily basis to help them achieve their financial goals. We're looking for motivated, ambitious individuals who
are looking to start or continue to grow a thriving career in B2B sales.

Build Trust: Become a trusted advisor to your clients through the delivery of world-class client service. Understand their business and gather information about their financial situations, goals, and objectives. Must be able to provide value and sell yourself first and foremost.

Educate and Advise: Evaluate and understand hundreds of financial programs and options for small-to-medium-sized businesses. Advise clients on the financing process and recommend the best capital solution for their needs.

Fast Pace: This is a very fast sales cycle and work environment. You will be communicating with many different clients on a daily basis and most transactions are completed in 1-3 days.

End-to-End Sales Role: Our Business Advisors are responsible for facilitating the sales process from start to finish. This includes prospecting clients via call, email, & text. We leverage automated sales support to aid in initial prospecting, but you take over once a client replies or calls in. Part of the prospecting process is done via outbound phone calls. Business Advisors are expected to make 70+ calls per day between initial calls and follow-up work.

THE JOURNEY TO BUSINESS ADVISING:
Upon starting as a Business Advisor, you will complete a one-month, hands-on training program to get you ready before you hit the sales floor. This training program is heavily dependent on repetition and practice. You will learn the specific sales plays & training, hear them in action from current/previous Business Advisors, and then put them to practice in repetition sessions. You will also be trained on the support systems that will help you be a successful Business Advisor. This includes phone systems and other sales support technology, qualification guidelines, underwriting/funding process, Rapid Finance Marketplace, etc.
Once initial training is complete, you will continue to hone your skills with our Sales Director while in a production role. On-the-job training includes continued group training as well as listening to calls and getting direct feedback on how you can improve your process to increase conversions. We pride ourselves on continued coaching to better our Business Advisors and help them climb the promotion tiers within the Business Advisor role. It's one thing to retain information that is trained, we need people who can put it into play and have the discipline to execute on it every time.
Rapid Finance will not sponsor applicants for work visas of any kind for this position.

Total compensation package includes a base pay of $30K plus commissions and additional cash incentives. Compensation expectation in total is $125,000-$175,000 per year.

WHAT WE LOVE ABOUT YOU:
  • Bachelor's Degree or some coursework in business, economics, communications, psychology or a similar field (or equivalent work experience)
  • Have a minimum of 1-2 years' B2B experience in consultative selling (inside or outside) in a goals-oriented, productivity/metric-driven sales environment (preferred).
  • You're able to quickly build rapport, earn the trust of your clients and keep them coming back
  • Have the desire to work hard. Our business advisors work 50+ hours per week, which will include weekends. We run on goal time and not clock time. As you ramp up as a Business Advisor, you should also expect to put in more hours as the learning curve for everyone is different. Flexibility to work evenings and weekends may be needed.
  • Enthusiasm and energy - be ready to fully commit to this career and everything that comes with it with a competitive spirit.
  • Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.
  • Technically savvy. Must have proficiency in computer applications including MS Office and virtual connectivity software.
Mindset is everything in this role. You need to be able to take no's and move on to the next client. People who can focus on the things in their control often find the most success.

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