Demo

Business Advisor (Direct to Client Sales)

Rapid Financial Services, LLC
Bethesda, MD Full Time
POSTED ON 4/20/2025
AVAILABLE BEFORE 5/18/2025

JOB DESCRIPTION : Rapid Finance is expanding our sales team in Bethesda, Maryland, and we are now recruiting for Business Advisor training classes.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 and grow a thriving career in B2B sales.Responsibilities : 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 50 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.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.A SUCCESSFUL BUSINESS ADVISOR WILL 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. Business Advisors in their first year or two generally work more than more experienced Business Advisors who are already familiar with the ins and outs of the role.Be motivated to learn. We provide world-class training. You will be prepared to succeed.Enthusiasm and energy – be ready to fully commit to this career and everything that comes with it.Strong communication skills (written and verbal) and an interest in having conversations with decision-makers.Self-motivated with a competitive spirit and strong work ethic.Must be an excellent multi-tasker who is good at learning and working with technology.Ability to execute on feedback and training.Mindset is everything in this role. You need to be able to take no’s and move on to the next client.WHAT YOU WILL LOVE ABOUT US : At Rapid Finance, we support our team members’ growth and desire to live well-rounded lives. Our company is expanding and we are aggressively investing in our people and technology to create a best-in-class experience for our clients. Come work with us!We offer generous team benefits including a commuting / parking allowance, employer-matched 401(k), tuition reimbursement, health, dental, vision benefits, life insurance, paid time off, and more. Just steps from the metro, our beautiful new office includes a modern open floor plan, a free on-site fitness center, a gaming area, a stocked kitchen, and other cool amenities.Rapid Finance is committed to a diverse workforce and an Equal Opportunity / Affirmative Action Employer (M / F / Disability / Veterans). We will consider all applications without regard to race, gender, sexual orientation, gender identity, age, color, religion, national origin, veteran status, disability, genetic information, or any other status protected by applicable law.#J-18808-Ljbffr

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Business Advisor (Direct to Client Sales)?

Sign up to receive alerts about other jobs on the Business Advisor (Direct to Client Sales) career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$396,166 - $560,687
Income Estimation: 
$514,791 - $792,177
Income Estimation: 
$80,062 - $120,119
Income Estimation: 
$104,680 - $202,844
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$116,413 - $176,962
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$69,294 - $90,454
Income Estimation: 
$84,489 - $116,961
Income Estimation: 
$88,480 - $114,350
Income Estimation: 
$95,613 - $132,947
Income Estimation: 
$88,480 - $114,350
Income Estimation: 
$79,910 - $123,078
Income Estimation: 
$116,558 - $154,666
Income Estimation: 
$116,001 - $149,277
Income Estimation: 
$111,487 - $161,520
Income Estimation: 
$122,633 - $166,569
Income Estimation: 
$116,413 - $176,962
Income Estimation: 
$129,120 - $252,029
Income Estimation: 
$133,900 - $199,666

Sign up to receive alerts about other jobs with skills like those required for the Business Advisor (Direct to Client Sales).

Click the checkbox next to the jobs that you are interested in.

  • Customer Acquisition Skill

    • Income Estimation: $68,182 - $133,659
    • Income Estimation: $71,829 - $108,969
  • Insurance Products Skill

    • Income Estimation: $212,701 - $398,434
    • Income Estimation: $225,695 - $367,968
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Rapid Financial Services, LLC

Rapid Financial Services, LLC
Hired Organization Address Bethesda, MD Full Time
About Our Company Check you match the skill requirements for this role, as well as associated experience, then apply wit...
Rapid Financial Services, LLC
Hired Organization Address Bethesda, MD Full Time
Business Intelligence Data Analyst Rapid Finance has a dynamic and challenging opportunity for a Business Intelligence A...

Not the job you're looking for? Here are some other Business Advisor (Direct to Client Sales) jobs in the Bethesda, MD area that may be a better fit.

Operations Advisor V

Absolute Business Solutions Corp, Mc Lean, VA

Course Advisor is hiring: Librarian in Washington

Course Advisor, Washington, DC

AI Assistant is available now!

Feel free to start your new journey!