Certified Funding Strategist

Certified Funding Strategist


Job Description

The Certified Funding Strategist (CFS) plays a key role in empowering people to get on the path of funding. The CFS is responsible for closing company generated leads during their Funding Strategy Sessions. The CFS will be responsible for maintaining their opportunity pipeline and following up leads that are in the closing process.

• Entrepreneurial Mindset
• Ability to follow and maintain systems
• Ability to organize information
• Ability to follow instructions and scripts
• Excellent English
• Professional sounding on the phone
• Readily available
• Reliable
• Intelligent
• Strong Follow-Up

Experience Required
• Min 2 years phone experience
• Min 2 years sales experience
• Min 2 years CRM experience (Infusionsoft is a big plus)

• Tracking and Reporting of Sales Metrics
• Manage and Keep up to date Individual Opportunity Pipeline
• Hit base sales goals
• Close
• Handling financing clients financing application
• Ongoing Sales Training
• Handle refunds from sales made
• Attend weekly company meetings
• Attend sales meetings

Equipment or Software Needed
• Ability to record calls (easy to do if you are not sure how to do it)
• Your own phone line dedicated to this (VOIP ok)
• Fast PC - computer must not be older than 2 years
• Fast Internet connection - at least 4Mb per/sec
• WebCam
• Skype

Estimated Hours Per Week: 20-40

Starting Hourly Rate: Commission Only

Other Benefits
• Access to our Wise Team Educational Vault with training information on topics such as Sales, Marketing, Business, Health, Relationship and more – Valued at over $400,000
• Complimentary membership access to the Wise Money System $97 per month value
• Complimentary Access to the Wise Money System - $1495 value

This is a home-based project/job
This position will require approximately 40 hours of training at the beginning.

If you are qualified for this position and would like to apply, please go to http://hr.wisefunding.biz/careers/ and view the four videos. Once you have viewed these videos, please type your thoughts as they relate to each video into a Word document and send this document. Please use "Certified Funding Strategist: Here Are My Thoughts - What's Next?" Thank you.

Skills: marketing, infusionsoft, english