Results-driven Business Finance Advisor with a proven track record in consultative sales and exceeding revenue targets. Expertise in relationship building and strategic partnerships to drive growth.
Overview
7
7
years of professional experience
Work History
Business Finance Advisor
ROK Financial
Great River, New York
04.2021 - 05.2026
Engaged with warm inbound leads and conducted consultative sales conversations
Presented and explained financial products and solutions clearly and professionally
Managed the full sales cycle from initial contact to close
Met and exceeded monthly revenue and performance targets
Funded 200 units per year on average
Business Finance Advisor
National Business Capital
Hauppauge, New York
04.2019 - 03.2021
Managed end-to-end new business deals, ensuring thorough execution and client satisfaction.
Established strategic partnerships, enhancing referral clientele and revenue streams.
Conducted 100-200 cold calls daily to identify and engage potential clients.