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Relationship Manager

Company: Fora Financial LLC
Location: New York
Posted on: August 7, 2022

Job Description:

Fora Financial, located in NYC, is a leading financial services company providing working capital to small and mid-size businesses nationwide.Established in 2008, we support small businesses in need of financing to sustain or grow their enterprise by providing innovative, customized, and flexible working capital solutions. We operate through a consultative approach, listening to customers and providing what best meets their needs in an ever-changing financial market. Fora Financial has supplied over $2 billion in working capital solutions for small businesses since its inception. Fora Financial is one of the leading providers of alternative financing for U.S. based small business. Much of the company s success is due to our experienced in-house sales team. We pride ourselves on finding talented people who can contribute their sales expertise in a fast-paced, high energy work environment.A DAY IN THE LIFE OF A RELATIONSHIP MANAGERManage a portfolio of existing clients and maintain continued contact with existing customer baseGenerate Renewal business from our past and current small business customers through high phone and email activityClose renewal business consistently at or above quota levelProspect and pitch eligible accountsCommunicate current eligibility status to existing clienteleManage expectations of our existing customers based on performance and origination strategyFacilitate the necessary paperwork for obtaining new capital and correspond with all relevant partiesEnsure a collaborative, coordinated, and team focused environment with common goals and objectivesCollaborate with out Broker Channel regarding their eligible accountsWHAT YOU HAVE1+ years sales experience through high-volume phone and email communicationsExcellent organizational/time management skills to ensure follow up with all customersHave maintained a monthly or quarterly quota in a transactional selling environmentAnalytical individual with strong attention to detailComfortable conducting business over the phoneIndividual who is articulate and well spokenSelf-motivated and results-drivenMust possess a strong work ethic and professional attitudeFinancial experience a plusBachelor s degree requiredWHY FORA FINANCIAL?Opportunity for AdvancementMedical, Dental, Vision Coverage401k Plan with Company MatchGym Reimbursement for Employees on Medical PlansLife Insurance at No Cost to EmployeesGenerous Time Off PlanFlexible Spending and Commuter Benefits

Keywords: Fora Financial LLC, New York , Relationship Manager, Executive , New York, New York

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