Business Finance Advisor
Full-time
Block Equity Group
Every week, business owners across the United States need capital to hire, expand, buy equipment, or get through a slow season. Our Business Finance Advisors are the people who help them get it.
At Block Equity Group , we connect small and mid-sized businesses with funding solutions, from SBA financing to revenue-based financing and other commercial funding options . We’re growing our Long Island team and hiring Business Finance Advisors who want to build a long-term career in sales and finance.
Workplace: On-site, Rockville Centre, NY (Long Island)
Who This Role Is For
- Early-career professionals looking for a long-term path in finance
- People in retail, hospitality, real estate, insurance, recruiting, or customer service who are ready to move into finance
- Professionals with 1–3 years in a client-facing role who want a clear path to leadership
- Recent graduates interested in business, finance, or entrepreneurship
What You’ll Do
- Connect with business owners through outbound calls and email
- Run discovery conversations to understand each client’s goals and funding needs
- Match clients with the right financing solutions and guide them through the process
- Build and manage your own pipeline of prospective clients
- Build your consultative, communication, and negotiation skills with daily coaching
What We Offer
- Structured onboarding and hands-on training
- Mentorship from experienced advisors and leadership
- A promote-from-within path to senior advisor, leadership, and management roles
- A collaborative, supportive team environment
What Helps You Succeed
- Confident, professional communication
- A strong work ethic and desire to grow
- Coachability and curiosity about business and finance
Prior sales or customer-facing experience is a plus, but not required. No finance background or license needed. We’ll teach you the industry.
Whether you’re starting your career or looking to transition into financial services, Block Equity Group provides the training, leadership, and platform to help you grow.
Vacancy posted 2 days ago
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