EFG Sales Officer

Equipment Finance Group Sales Officer

The Equipment Finance Group Sales Officer is a senior salesperson responsible for developing and managing relationships with original equipment manufacturers (OEMs), vendors, and end users. In addition, the Sales Officer will collaborate with portfolio managers, asset managers, and credit managers within the company for all matters related to the creation of new vendor programs and managing existing vendor and client relationships. This role requires the ability to coordinate with and influence multiple parties while driving toward the shared goal of an excellent client experience.

Essential Job Responsibilities:

1. Strives to provide extraordinary client service by exercising the Perfect Client Experience (PCE)
2. Ensures Service Level Agreements are met with regard to client service for both internal and external clients
3. Actively prospects and develops new relationships with original equipment manufacturers, dealers, and end users that produce a consistent source of equipment financing opportunities
4. Develops tailored programs to meet the unique needs of equipment manufacturers and vendors
5. Nurtures existing dealer/vendor relationships and programs
6. Trains vendor salespeople on our processes and technological products
7. Develops strong business relationships with both senior management and day-to-day contacts at established and newly developed vendor customers
8. Manages multi-state territory with minimal supervision
9. Ability to sell value-added finance solutions
10. Meets and exceeds sales production goals
11. Establishes and nurtures customer relationships by initiating outbound calls, in person presentations, regular field sales calling, and participation in industry events
12. Evaluates customer needs, and develop financing solutions and structures to meet their needs
13. Utilizes the CRM platform to build and maintain a customer/prospect database
14. Follows to be certain all required documentation are accurately processed, completed, and submitted to the appropriate parties
15. Understands the client's industry, essential equipment, and its value as well as the various transaction structures that balance client needs and the company's risk management strategy
16. Assists in any requested collection and remarketing efforts
17. Works with customers identified by business partners to assist in securing financing

For more information, please refer to the job description.