Funding Consultant in Fort Worth, Texas at Franfund Inc

Are you a skilled communicator who genuinely enjoys talking with potential candidates? Our clients are aspiring or expanding franchise owners, and a strong financial acumen is beneficial. The right candidate would have a passion for helping individuals secure the right funding for their franchise ventures. If you're experienced in financial solutions or have skills in a parallel type role along with a knack for building trust, we want you to join our team as a Franchise Funding Consultant. In this role, you'll be a trusted advisor, helping clients navigate specialized financing options to achieve their entrepreneurial dreams.

As a Franchise Funding Consultant at FranFund, you'll play a key role in helping candidates understand various funding solutions and building rapport with our trust referral sources. You will be part of a forward-thinking, award-winning, industry-leading team that fosters growth and collaboration from day one.

What You’ll Be Doing

• Consulting with potential franchisees to assess their financial situation. Provide guidance on funding options, including SBA loans, ROBS, and other specialized programs.
• Manage and nurture leads from a variety of referral sources, including franchise brokers, franchisors, CPAs, and attorneys. Evaluate candidates’ financial readiness and match them with the most appropriate funding solutions.
• Educate candidates on the various funding options available and work with them to build a financial strategy that aligns with their goals. Establish long-term, trusted relationships with clients to guide them through the entire funding process.
• Attend franchise industry events and conferences to build relationships with brokers, franchisors, and potential clients. Stay connected with referral sources to ensure a consistent flow of leads.
• Work closely with internal departments to ensure seamless service and alignment with the candidate’s funding goals. Coordinate with cross-functional teams to deliver exceptional client experiences.
• Provide continuous guidance and updates throughout the funding process. Follow up with clients’ post-funding to ensure satisfaction and discuss future opportunities.

Knowledge & Skills Required

• Track record in consultative advisory roles, with a focus on building trust and offering tailored financial solutions.
• Ability to learn and understand a variety of funding options for franchisees, such as SBA loans, ROBS, and other financial products. Experience with these products is highly valued.
• An ability to empathize with candidates’ financial challenges and provide solutions that align with their unique needs.
• Exceptional interpersonal skills with the ability to develop strong relationships with clients, referral sources, and partners.
• Proven ability to work independently and drive results in a fast-paced, performance-driven environment.
• Experience with or a deep understanding of the franchise industry is preferred, though not required.
• Strong organizational skills required to keep up with the pace of the role.
• Must be open to traveling to attend franchise industry events, conferences, and meetings as needed.

Proficiency/Experience Preferred:

• Experience with Salesforce or similar CRM platforms for managing leads, tracking progress, and maintaining client relationships is desired.
• Proficiency in Microsoft Outlook, Calendly, RingCentral and Zoom/Teams for efficient scheduling, communication and virtual meetings.
• Strong ability to prioritize tasks, manage multiple leads simultaneously and stay organized in a fast-paced environment.
• Possess a positive, energetic attitude combined with excellent verbal and written communications skills.
• Confident and personable when engaging with clients over the phone and at in-person functions.

Benefits & Perks

• Enjoy a competitive salary with additional commissions and performance-based compensation tied to your success in driving results and helping candidates secure funding.
• Robust medical benefits with generous employer contributions, dental, vision, short-term disability, long-term disability, and life/AD&D insurance plans.
• 401(k) plan with employer contributions plus a profit-sharing plan
• Medical and Dependent Care FSAs to help with healthcare and childcare expenses.
• Join a collaborative and dynamic team focused on continuous learning and delivering top-tier financial solutions