Financial Sales Representative

As a Financial Sales Representative, you will provide financing to the top decision makers of small to mid-size businesses across a wide variety of industries and geographies. Using a consultative approach and active listening skills, you will gain knowledge of each business’s unique challenges and needs, working across a group of lenders, including Fora Financial to offer the most appropriate financing solution available.  

A Day in the Life of a Financial Sales Representative:

• You will serve as the initial point of contact with the small business community, speaking with business owners and their representatives to align their needs for capital with the appropriate financing option(s)
• Receive leads, prospect, negotiate and close approvals within your active pipeline
• You will maintain and manage an active pipeline of inbound leads (i.e., no cold calling), communicating with merchants throughout the day to gather information and utilize Salesforce to organize and update those interactions  
• You will collaborate with a team of experienced sales leaders, learning and evolving a core set of sales strategies and techniques through ongoing training and development
• No cold calling

Job Perks:

• Highly competitive compensation plan including a $75,000 base salary, monthly commissions, and additional incentives
• Weekly and monthly team and individual contests offering performance bonuses 
• Director led trainings, development programs and e-learnings
• A friendly, fun, yet ambitious office culture with frequent team building and social events, including happy hours, quarterly top performers dinners, inter-departmental lunch and learns, and fiercely competitive ping pong matches 
• Opportunity for advancement resulting in additional responsibilities and higher earning potential
• Daily breakfast, snacks and weekly lunch provided onsite
• Hybrid working model offering employees the option to work from home one day a week

Requirements:

• 2-5 years of experience in previous inside sales role(s) preferred
• Possess a closer mindset who is motivated by financial success
• A track record of exceeding quotas and achieving KPIs on a consistent basis
• Proficient use of MS Office Suite, Salesforce or other CRM experience is a plus
• High integrity, positive attitude, maturity and a willingness to learn, grow and be coached by a team of experienced sales professionals
• Strong active listening skills and capacity to ask probing questions 
• Ability to work in a fast-paced growing environment and thrive under pressure
• Desire to be financially successful with the work ethic that matches

About Fora Financial: 

Fora Financial is a technology enabled, leading provider of flexible financing to small and medium sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from funding everyday operating expenses to managing cash flow gaps to facilitating business expansion, and much more. Leveraging our proprietary technology, Fora Financial is able to deliver capital to our customers via a streamlined and simple process that can be completed in as little as 24 hours, compared with the weeks or even months it often takes for a business to receive a bank loan. 

Over the past fourteen years, Fora Financial has grown from two founders in a small Manhattan workspace to a company of over 150 employees with new offices in New York and Miami. Fora Financial prides itself on being a partner-centric organization, offering a customized funding approach, collaborating with our small-business customers to understand their needs in a dynamic and ever-changing economic environment. 

Located in downtown Miami in the Wells Fargo Building. 

Why Fora Financial?   

• Highly Competitive Base Salary and Commission Plans
• Comprehensive Product and Industry Training with a Market Leader     
• Small Team Sizes   
• Opportunity for Advancement
• Fun Learning Environment    
• Attractive company subsidized Medical, Dental, and Vision plans with leading insurance providers
• 401k Plan with Company Match    
• Gym Reimbursement for Employees on Medical Plans   
• Life Insurance at No Cost to Employees   
• Generous Time Off Plan  
• Flexible Spending and Commuter Benefits

Fora Financial is an Equal Opportunity Employer