Want to work hard and earn uncapped commissions?

A commission-only compensation structure at QuickFund may be the right fit for you!

As one of the world’s most versatile private funders, QuickFund finances and supplies small business products & services to thousands of clients throughout the US, Canada and the UK. Our leadership position allows us, and requires us, to constantly innovate to stay on top and deliver for our clients.

The Financial Sales Program offers you the opportunity to gain hands-on experience across this exciting, innovative landscape to learn what it takes to extend capital to a growing business, or provide needed financing to a company undergoing financial challenges. With the full support and resources of QuickFund, you’ll have what you need to succeed – from training and mentorship from senior leaders to engagement on challenging projects that use all your skills. We are looking for out-of-the box thinkers to help us drive our future client solutions.

We are looking to hire a detail-oriented financial services representative to persuade clients to purchase our financial products and services. The financial services representative’s responsibilities include responding to clients' inquiries in a professional manner, providing sound financial advice to clients, cross-selling our products and services where possible, and attending various training programs as required. You should also be able to follow up with clients to ensure that they are satisfied with the products or services purchased.

Financial Services Representative Responsibilities:

● Scheduling meetings with clients to discuss their financial needs and goals.
● Collecting pertinent client information to provide investment options that align with clients' financial situations.
● Advising clients on how to apply for mortgages and loans.
● Developing and sustaining long-term relationships with clients to encourage repeat business and client referrals.
● Cold-calling potential clients to inform them of the various financial products and services on offer.
● Developing in-depth knowledge of our financial products to advise clients accordingly.

To be successful as a financial services representative, you should be able to build rapport with clients and continually meet or exceed sales goals. Ultimately, a top-performing financial services representative should be knowledgeable of financial regulations as well as demonstrate exceptional communication, analytical, and customer service skills.

Financial Services Representative Requirements:

● Proven experience working as a financial services representative.
● Sound knowledge of financial legislation.
● Proficiency in all Microsoft Office applications.
● Strong mathematical skills.
● Excellent analytical, organizational, and problem-solving skills.
● Effective communication skills.
● Exceptional customer service skills.

Our work environment includes:

• Modern office setting

Core Responsibilities

• Perform due diligence on eligible deals, (e.g., valuation, credit review, financial document review, merchant research, risk assessment, review site inspections, etc.)
• Conduct merchant interviews
• Collaborate with Processing department to finalize contracts and interface with external partners
• Collaborate with Business Development department to negotiate terms with key external business partnerships
• Present pricing, stipulations, and terms within risk parameters for eligible deals; communicate funding offers to ISOs and/or merchants
• Serve as a resource to junior underwriters regarding bank review, due diligence, stipulations, requirements, and pricing
• Perform renewal outreach for eligible deals'

Job Types: Full-time, Part-time, Internship

Pay: $40,032.00 - $150,000.00 per year

Benefits:

• Flexible schedule

Schedule:

• 4 hour shift
• 8 hour shift

Work setting:

• Hybrid work
• Office

Work Location: Hybrid remote in Bethlehem, PA 18015