Idea Financial has loaned small businesses nearly $1 billion and it’s all done through our sales team. These sales all come with commissions for our sales team and we have paid millions of dollars in commission to our team. Simply by meeting your attainable goals, you can expect to earn 6 figures. 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. And 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 people that have taken that risk and reaped the rewards. Come work for the engine of the American economy. Come work at Idea Financial.
Job description
Idea Financial is hiring a Client Relationship Advisor to join our Direct Sales team. This role will report to our Senior Sales Managers, and you’ll be responsible for building & maintaining a portfolio of clients where you will offer premium financial solutions for their business. This role offers an exceptional opportunity to drive organizational growth while building a rewarding career in financial services.
This list of duties and responsibilities is not intended to be all-inclusive and may be expanded to include other duties or responsibilities as necessary.
Responsibilities:
- Effectively represent the company through efficient phone calls, emails or in person meetings to introduce the company’s lending solutions.
- Work with internal stakeholders to complete loan applications.
- Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness.
- Communicate clearly with clients, lenders and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit.
- Reach out to clients and gather necessary documents to complete loan applications.
- Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available.
- Strategize and consult with clients to ensure best in class service level standards.
- Utilize Salesforce to track the status of your activity and loan pipeline
- Continuously identify new opportunities for business growth and expansion.
The ideal candidate profile:
- Experience in sales or account management, preferably in the financial industry is preferred but not required
- Goal orientated, a team player who thrives in a collaborative, fast paced work environment
- A customer-focused mindset, with a passion for delivering excellent service and support to clients.
- Strong Organizational and time management skills
- Strong Analytical and problem-solving skills to understand a client’s financial needs and develop customized lending solutions.
- Proficient in SalesForce/CRM.
- Knowledge of finance, accounting and lending principles preferred but not required.
- 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:
- Uncapped commissions and unlimited earning potential
- A new beautiful open concept office space located in the heart of Miami – Waterford Business District.
- Clear and concise goals and objectives
- Highly visible revenue generating role where you will know what your impact and contribution is to the success of the Organization
- Unlimited growth potential
- 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.
- A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed
- Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
- Unlimited PTO
Competitive salary with full benefits and performance-based compensation.
Pay: $30,000.00 + Commissions
Job Type: Full-time
Schedule:
- 9 AM EST – 6 PM EST
- Monday to Friday
Work Location: In person
Idea Financial is an equal opportunity employer. At Idea Financial, 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.
