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Funding Agent Jobs (NOW HIRING)

Alchemy Financial Group

Insurance Agent

Glen Allen, VA · On-site

$75K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Asheboro, NC

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Aberdeen, NC · On-site

$75K - $90K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Harrisonburg, VA · On-site

$75K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Staunton, VA

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Cameron, NC · On-site

$75K - $90K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Staunton, VA · On-site

$75K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

Alchemy Financial Group

Insurance Agent

Wilmington, NC · On-site

$75K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Wilmington, NC · On-site

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Loris, SC · On-site +1

$75K - $90K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Raleigh, NC · On-site

$75K - $108K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Monroe, NC · On-site

$75K - $108K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Clayton, NC · On-site

$86K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Little River, SC · On-site

$75K - $100K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Raleigh, NC · On-site

$75K - $95K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * BA/BS in business, economics, or related ...

Alchemy Financial Group

Insurance Agent

Fairfax, VA · On-site

$75K - $105K/yr

Distribute policy funds after a claim has been settled * Answer client and potential client insurance-related queries as needed Insurance Agent Requirements * [2+] years experience as an Insurance ...

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All JobsFunding Agent Jobs

Funding Agent information

What are the key skills and qualifications needed to thrive as a Funding Agent, and why are they important?

To excel as a Funding Agent, you need a solid understanding of financial principles, loan processing, and risk assessment, typically supported by experience in finance or banking. Familiarity with loan origination software, underwriting systems, and relevant regulatory guidelines is crucial. Strong negotiation, interpersonal communication, and attention to detail are essential soft skills for building client trust and ensuring accuracy. These skills and qualifications are vital for efficiently securing funding, maintaining compliance, and fostering long-term client relationships.

What is the difference between Funding Agent vs Grant Coordinator?

AspectFunding AgentGrant Coordinator
Required CredentialsTypically a bachelor's degree in finance, business, or related field; some roles may require certifications in grant managementBachelor's degree often in public administration, business, or related fields; certifications like Grant Management Certification are common
Work EnvironmentFinancial institutions, government agencies, or nonprofit organizations involved in funding distributionNonprofit organizations, government agencies, or educational institutions managing grant processes
Employer & Industry UsageUsed in finance, government, and nonprofit sectors to facilitate funding transactionsCommonly employed in nonprofit, education, and government sectors to oversee grant processes

The main difference is that a Funding Agent primarily handles the distribution and management of funds, often focusing on financial transactions, while a Grant Coordinator manages the entire grant process, including application review, compliance, and reporting. Both roles require related credentials and work in similar environments, but their core responsibilities differ in scope and focus.

What are the most common challenges a Funding Agent faces when managing multiple client accounts?

Funding Agents often juggle several client accounts simultaneously, which requires keen attention to detail and strong organizational skills. One common challenge is prioritizing tasks based on the urgency of funding requests while ensuring accuracy and compliance with lending regulations. Additionally, communicating effectively with clients, underwriters, and financial institutions is essential to keep funding processes on track and to resolve any issues quickly. Successful Funding Agents develop efficient workflows and leverage technology to manage deadlines and documentation efficiently.

What are Funding Agents?

Funding Agents are professionals or entities that coordinate and manage the distribution of funds for financial transactions, such as loans, mergers, or acquisitions. They work on behalf of lenders or investors to ensure that all conditions are met before transferring funds to the appropriate parties. Their responsibilities often include verifying documentation, managing escrow accounts, and disbursing payments according to agreed-upon terms. Funding Agents play a crucial role in ensuring transparency, efficiency, and compliance in complex financial deals.
What cities are hiring for Funding Agent jobs? Cities with the most Funding Agent job openings:
What states have the most Funding Agent jobs? States with the most job openings for Funding Agent jobs include:
What job categories do people searching Funding Agent jobs look for? The top searched job categories for Funding Agent jobs are:
Funding Agent jobs near you
Infographic showing various Funding Agent job openings in the United States as of June 2026, with employment types broken down into 85% Full Time, 10% Part Time, and 5% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.
Insurance Agent

Insurance Agent

Alchemy Financial Group

Glen Allen, VA • On-site

$75K - $105K/yr

Full-time

Posted 2 days ago

Job description

About the Insurance Agent Position
We're seeking a motivated and competitive worker to join our team as an Insurance Agent. As an Insurance Agent with Alchemy Financial, you'll be responsible for selling policies to clients, handling claims, and keeping track of policy renewals.
Our ideal candidate will have excellent customer service skills for working with a variety of clients. If you think you'd excel as an Insurance Agent, we'd love to hear from you.
Insurance Agent Responsibilities
  • Identify opportunities to sell life, health, or car insurance to a variety of clients, working with them to find the policy that best suits their needs
  • Go through policies with clients so that they have an understanding of the insurance costs and benefits
  • Work alongside marketing team members to further client outreach
  • Work alongside insurance adjusters
  • Maintain all client records
  • Provide continual service by processing insurance renewals and working to retain clients
  • Track insurance claims to ensure the satisfaction of all parties
  • Distribute policy funds after a claim has been settled
  • Answer client and potential client insurance-related queries as needed
Insurance Agent Requirements
  • [2+] years experience as an Insurance Agent
  • BA/BS in business, economics, or related field preferred
  • Appropriate insurance licensing where required by law
  • Excellent customer service skills
  • Superb communication and negotiation skills
  • In-depth knowledge of different types of insurance, including life, health, and car insurance
  • Strong organizational and time-management skills
  • Proficient software skills, including Microsoft Office Suite

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