Account Manager

2 weeks ago

Burnaby, Canada TFG Financial Corporation Full time

**Your Talent, Your Terms | Results, Recognition and Rewards**

**Looking to start your career in equipment finance and/or sales?**

TFG’s culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada. Our mission and purpose is to be our customer’s first choice by making equipment financing easy while providing a wide range financing solutions. Together, through our core principles, we help our partners to achieve what’s important in their business.

TFG is an equal opportunity employer and believes in providing a diverse and inclusive workplace where all team members have an opportunity to succeed.

**Job responsibilities**

The Account Manager’s role is to act as a liaison between owner/operators and carrier partners and securing asset placement. 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.
- Assist with the execution of sales strategies for the sales channel and contribute to its success
- Establish net new relationships with customers over the phone while expanding on existing customer relationships with previously funded customers
- Make outbound calls to interested customers to establish whether our program will be suited to them
- 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
- 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
- Sell ancillary products such as extended warranties and other such products that TFG Financial may introduce
- Review and sign documentation with customers
- Maintain a client database through TFG’s client relationship management software to effectively manage client resources
- Exceed monthly, quarterly, and annual financial revenue targets

**Qualifications, knowledge and experience**
- 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 is an asset however not a requirement

**What we offer**
- Leaders who support your development
- Opportunity to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
- Option to work in office (Burnaby, BC), hybrid, or remote (for most roles)
- Comprehensive medical and dental benefits

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