Teams at EIDLexit

Supports inbound sales consultations by responding to leads, booking and confirming appointments, routing borrowers, gathering documents, maintaining HubSpot records, and guiding clients through next steps. The role does not sell, close, provide legal advice, or answer SBA questions. Success is measured by show rates, file completeness, response speed, closer capacity, and call quality. It is a full-time remote W-2 position with structured training and a fixed Central Time schedule.

Conduct 5–8 scheduled video consultations daily with small business owners seeking SBA EIDL loan resolution. Diagnose their situation, present legitimate resolution options, address objections, and close sales. Complete four weeks of training, role-play, testing, and shadowing, followed by supervised selling before independently managing a full consultation load. Maintain CRM hygiene, meet performance KPIs, participate in ongoing coaching, and collaborate with the service team after client commitment.