The Business Backer
  • Sales
  • Cincinnati, OH, USA
  • Full Time

At The Business Backer, we like to have fun at work and celebrate life.  We love small business and believe in reaching beyond our already high standards.  We work hard and play hard.

Our team is the key to our success, and we work to create the best environment for our team to grow and thrive. TBB employees enjoy a unique, flexible, performance-driven culture and receive meaningful interaction with management, professional development and career growth opportunities. As one of Cincinnati's Best Places to Work, winner of the Cincinnati BBB Torch Award for Marketplace Ethics and #1289 on Inc. Magazine's 500|5000 list of America's fastest growing companies, we are excited for our bright future and continued success.

The Business Backer is currently seeking a motivated Financial Advisor full of initiative and a strong desire to succeed to join our Sales and Marketing team. Working in a fast-paced, customer-focused environment, you will be responsible for analyzing financial information and successfully advising customers regarding various financial products and solutions that The Business Backer can provide. You will work closely with our Underwriting team to satisfy the customer's needs. 


What you will be doing:


  • You will consult with potential customers to determine need and fit with The Business Backer's products
  • You will gather information, manage customer solutions, and identify the best financing option for the customer
  • You will identify and resolve customers' issues or concerns
  • You will monitor balances and follow up with customers on a regular basis to provide additional solutions
  • You will meet customer onboarding and retention goals
  • You will utilize the Company's CRM to track customer interactions
  • You will build and maintain relationships with referral partners
  • You will have ongoing training of new products and processes
  • You will complete any required reports in a timely manner
  • You will have the opportunity to participate in marketing events such as seminars, trade shows, and networking events
  • You will become proficient in The Business Backer systems and processes
  • You will stay current on industry trends and competitors
  • You will Interact effectively and coordinate activity with other departments


Who we are looking for:

The right fit for us can best be described as follows...


  • You love consulting with customers
  • You can speak and write very well
  • You love providing exceptional customer service
  • You can recognize issues and identify solutions
  • You love detail and accuracy
  • You love organization and time management skills
  • You are open to coaching and continuous improvement
  • You have a positive, team-oriented attitude
  • You are able to work effectively in a fast-paced environment
  • You are motivated, show initiative and have a strong drive to succeed
  • You can build and maintain genuine relationships with both customers and referral partners
  • You can readily discuss the financial needs of small businesses
  • You can read and understand corresponding financial documents
  • You are computer proficient and you learn new programs quickly
  • You can clearly and effectively present the The Business Backer's story to customers, partners, and the public
  • You are looking for a flexible schedule that may include weekends and/or later start times


Minimum Qualifications

  • You have a Bachelor's degree or equivalent experience
  • You have one (1) or more years of prior sales experience preferred
  • You have prior call center experience preferred 

This position has been closed and is no longer available.
The Business Backer


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