Business Advisor - Direct Sales

Charge Your Career Forward™  


Miami, FL

Business Advisor - Direct Sales

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. 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 Business Advisor to join our Sales team. This role will report to the Portfolio Success and Retention Manager, and you’ll be responsible for building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions. In this highly visible and strategic position you will play an integral role in driving top line growth and revenue to the organization.

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.


- 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.

- If you have used Salesforce in the past, great! But if you haven’t, get ready to learn.

- 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 competitive pay structure with base salary and performance - based incentives

- 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.

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.

Job Status: Full time, office based in Miami. No remote work. We want an environment where co-workers interact, help one another, share ideas and get to know one another. Remote work has robbed us of that. We need our team to be with the rest of the team.

Compensation: Competitive salary + Commissions + full benefits

Job Type: Full-time

Salary: $45,000.00 - $145,000.00 per year



401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Retirement plan

Vision insurance


Monday to Friday

Work Location: In person

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