Account Manager

TFG Financial Corporation

7h • Remote

About The Position

The Account Manager’s role is to act as a liaison between owner/operators and carrier partners. The role is responsible for net new customer acquisitions, fostering relationships of existing customers, and providing financing solutions accurately and efficiently. This position will obtain credit approvals and negotiate terms in line with the customer’s best interest.

Requirements

• A strong sense of integrity, professionalism and a results-oriented attitude to continually improve processes and systems, enhance efficiency, and contribute to overall organizational success
• Works well under pressure to meet ongoing and overlapping deadlines within short time constraints
• You are competitive while always adhering to the company’s core values
• Advanced communication, negotiation and interpersonal skills
• Advanced ability to manage and prioritize a complex workload while adhering to performance goals
• High self-management capabilities
• Results driven and action oriented
• Advanced skills with Microsoft Office products
• Recent college or university graduate looking to start a career in equipment finance and/or sales
• Previous sales experience required

Responsibilities

• Respond to incoming inquiries from interested customers and negotiate approval terms commensurate with the quality of the application
• Make outbound calls to interested customers to establish whether our program will be suited to them
• Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
• Provide detailed credit submissions that include all relevant information required by our funding partners, including but not limited to financial statements, ownership structure, business plan, rationale for the equipment, revenue projections, industry/competitive/regional overview, etc.
• Strategically advise the customer on their financing options and competitive solutions provided by lenders
• Provide customers with the necessary information to complete new credit applications and credit packages
• Negotiate with potential clients the terms of financial packages, including selling the terms of credit approvals and closing financing transactions, with a focus on meeting and exceeding volume quotas and over-rate targets
• Ability to sell ancillary products that TFG Financial may introduce
• Maintain a client database through TFG’s client relationship management software to effectively manage client resources
• Exceed monthly, quarterly, and annual financial revenue targets
• Other duties as assigned

Benefits

• Growth opportunities and supportive leadership
• Employer paid benefits: At TFG, we prioritize the well being of our team by offering a comprehensive benefits package. Our medical and dental plan includes vision care and life insurance, ensuring you and your dependents have the coverage you need.
• Employee Investment Program: We believe in helping you achieve your financial goals. Our investment program offers the choice of RRSP, TFSA, and Cash accounts. To further support your savings, TFG provides a company matching program, helping you grow your investments more effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level