What are the responsibilities and job description for the Business Funding Sales Representative position at Shore Funding Solutions?
Company Description Shore Funding Solutions is dedicated to helping small businesses secure the funding they need to grow and succeed. The company offers access to hundreds of financing options and simplifies the process so business owners can focus on running their operations. A knowledgeable team of funding experts provides personalized guidance to match each business with the right financial products. Shore Funding Solutions emphasizes clarity, support, and long-term relationships with clients throughout the funding journey.
Role Description The Business Funding Sales Representative is a full-time, on-site role based in Melville, NY. This role involves consulting with small business owners to understand their funding needs, explaining available financing options, and recommending suitable solutions. The representative will manage the sales cycle from initial outreach through closing, including follow-up calls, emails, and meetings to ensure a smooth application and approval process. Day-to-day responsibilities include building and maintaining a pipeline of prospects, delivering clear and compliant product information, coordinating with internal teams to support clients, and providing ongoing account management to foster repeat business and referrals. The role also includes tracking activities in CRM tools, meeting sales targets, and contributing to a collaborative, performance-driven team environment.
Qualifications
- Candidates should possess strong Sales and Sales Management skills, including lead generation, pipeline management, and closing abilities.
- Candidates should possess excellent Customer Service and Account Management skills to build trust, retain clients, and support long-term relationships.
- Candidates should possess effective Communication skills, including clear verbal and written communication and active listening.
- Experience in financial services, small business funding, or related B2B sales is beneficial.
- Ability to work on-site in Melville, NY and maintain a consistent full-time schedule.
- Comfort using CRM systems, email, and basic office software to manage leads and documentation.
- Goal-oriented mindset with the ability to meet or exceed sales targets ethically and transparently.
- High school diploma required; associate or bachelor’s degree in business, finance, or a related field is a plus.