The Offer
- A role that offers a breadth of learning opportunities
- Flexible working options
- Work alongside & learn from best in class talent
- Competitive compensation, including a significant commission and performance-based incentives.
- Comprehensive training and support to help you succeed in your role.
- Access to cutting-edge financial products and services for client referral opportunities.
- A collaborative and inclusive company culture with opportunities for growth and advancement.
The Job
The Premier Referral Partner will play a critical role in driving new business by identifying and referring potential clients who are seeking large loans or financial solutions. This position requires a highly motivated individual with strong networking skills, a deep understanding of the finance industry, and the ability to connect with high-net-worth individuals, businesses, and entrepreneurs looking to secure substantial loans. As a key member of the sales and business development team, the ideal candidate will be responsible for generating high-quality referrals and cultivating long-term relationships with prospective clients. Identify and Engage Potential Clients : Proactively seek out potential customers, including businesses and individuals, who are in need of large-scale loans or complex financial solutions. Your key duties and responsibilities will include :
Referral Generation : Establish and maintain a robust network of referral sources, including financial advisors, accountants, attorneys, real estate agents, and other professionals who can introduce prospective clients seeking massive loans.Client Needs Assessment : Understand the unique financial needs of referred clients and ensure they are connected with the appropriate loan products and financial solutions.Relationship Building : Build and nurture strong, trust-based relationships with clients and referral partners, maintaining communication throughout the loan application process.Lead Qualification : Vet and qualify leads to ensure they align with the company’s target market, ensuring a high conversion rate and strong client outcomes.Sales Support : Collaborate with the sales and underwriting teams to ensure smooth transitions for referred clients and that they receive the best possible financing options.Market Research : Stay informed about industry trends, new loan products, and competitor offerings to effectively advise potential clients and referral sources.Performance Metrics : Meet or exceed monthly and quarterly referral and conversion targets to contribute to the growth and success of the business.The Profile
Proven experience in a business development or sales role, preferably within the finance, lending, or real estate sectors.Strong understanding of financial products, especially large-scale loans, commercial lending, and structured financing solutions.Exceptional networking and relationship-building skills, with the ability to engage with high-net-worth individuals and business leaders.Excellent communication skills, both written and verbal, with the ability to influence and persuade.Self-motivated and target-driven, with a proven track record of meeting and exceeding performance goals.Ability to work independently while collaborating effectively with cross-functional teams.Bachelor's degree in finance, business, marketing, or a related field (preferred, but not required).The Employer
Our client specializes in providing tailored financial solutions to clients seeking large-scale, stock-based financing options.
