Business Funding Consultant - Legion Outreach Consulting

About Us:

Legion is an award winning, history-making outreach consultancy specializing in boots on the ground and phone outreach. From sales outsourcing to public pressure campaigns, we deploy canvassers and callers to identify, interact, and influence. Legion’s team claims major victories: COVID-19 frontline outreach, rolling out the nation’s largest curbside composting program, and deep canvassing in political swing districts. Phonebanking, surveying, persuasion, door-to-door canvassing, street canvassing, petitioning, flyering, tabling, we do it all. Rapidly scaling up and down, Legion’s hiring pipeline champions an automated system, while maintaining human oversight. 

But all that success and optimization is gravy. Legion’s truly unique advantage is our combined might: marrying military discipline, Fortune 500 Tactics, and political savvy. We create and maintain agile and disciplined operatives at every level who can work a political campaign one month, then a real estate persuasion or corporate sales project the next. 

That’s why unions, politicians, government agencies, developers, hotels, and even movie theaters all trust Legion.

Job Summary:

The Business Funding Consultant will focus on identifying funding opportunities for small and medium-sized businesses, offering non-traditional solutions such as merchant cash advances (MCAs). The ideal candidate will possess a strong understanding of various funding options, excellent communication skills, and the ability to establish and maintain strong client relationships to effectively meet their financial needs.

Requirements

Key Responsibilities:

• Identify and contact small and medium-sized businesses (SMBs) that could benefit from business funding solutions, with a focus on merchant cash advances (MCAs) and other financing options.
• Assess businesses’ financial health and funding needs through consultations, ensuring that the right solutions are proposed based on their unique circumstances.
• Guide clients through the funding application process, ensuring they understand terms, fees, and repayment structures.
• Build strong, long-lasting relationships with clients, providing ongoing support and addressing any questions or concerns.
• Maintain accurate records of client interactions, funding solutions provided, and deal progress in a CRM system.
• Stay up to date on funding products, industry trends, and competitor offerings to ensure clients are given the most current and relevant advice.
• Work closely with the operations team to ensure seamless execution of funding processes.

Qualifications:

• Proven experience in business funding, sales, or financial services, with a strong understanding of merchant cash advances (MCAs) and other business funding products.
• Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
• Strong problem-solving abilities and a customer-centric approach to business.
• Ability to work independently while also collaborating with a team.
• Knowledge of CRM systems and financial tools.
• Detail-oriented with strong organizational and time-management skills.
• A proactive, results-driven attitude with the ability to meet deadlines and targets.

Preferred Qualifications:

• Experience working with small and medium-sized businesses.
• Understanding of alternative lending products and small business financial operations