Sales Support Representative

TFG Financial; Vancouver; Remote; CAD 45,000 - 60,000; Full time

Job summary

TFG Financial is seeking a Sales Support Representative in a permanent, full-time capacity. This remote role involves preparing lease documentation, assisting the sales team, and ensuring efficient customer service. Candidates should possess strong communication skills and relevant experience, with a focus on professionalism and accuracy.

Benefits

Comprehensive benefits package

Employer paid medical and dental plans

Employee Investment Program

Growth opportunities within the organization

Qualifications

• 1+ years of relevant experience preferred.
• Ability to work under pressure to meet deadlines.
• Results-oriented and professional attitude.

Responsibilities

• Prepare and complete lease and loan documentation.
• Facilitate processing of finance applications.
• Maintain accurate records and respond to customer queries.

Skills

Effective communication

Organization

Attention to detail

Interpersonal skills

Microsoft Office proficiency

Education

Post-secondary diploma or bachelor’s degree

Job description

This position is an administrative role and not sales based

• Job type – Permanent, full time
• Location – Remote (within Canada)
• Working hours – Standard business hours PST
  
  

Your Talent, Your Terms | Results, Recognition and Rewards

What’s The Job

The Sales Support Representative’s main focus is to prepare and complete lease and loan documentation for equipment financing transactions. The role is responsible for a variety of administrative support duties which include facilitating the processing of customers’ finance applications and assisting the sales team by ensuring that customer requests are handled in a professional manner both pre-sales and post-sales.

What You’ll Be Doing

• Facilitate the creation and collection of documentation from submission to funding.
• Using a high level of organization and accuracy to keep and maintain all records and documents.
• Respond to requests for information by way of email.
• Make outbound calls to facilitate document collection process.
• Complete the audit and funding process of equipment finance transactions.
• Prepare funding and reporting packages by gathering required information and ensuring accuracy.
• Update CRM with data including, change of status, contact information and notes or activities.
• Escalate problems or situations to the appropriate manager for resolution.
  
  

What You Bring

• 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
• Detail oriented and able to identify errors
• Effective communication, organization and interpersonal skills
• Advanced skills with Microsoft Office products
• 1+ years of relevant experience
• Post-secondary diploma or bachelor’s degree is an asset
  
  

Why Join TFG

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

As part of the Travelers Financial Group of Companies, TFG Financial Corporation is one of the largest independent commercial equipment finance companies in Canada. We provide financing and leasing for a variety of revenue-producing assets such as trucks, trailers, light to heavy construction equipment, and manufacturing and material handling equipment. Our mission is to be our customer’s first choice by making equipment financing easy while providing a wide range of financing solutions.

TFG is an equal opportunity employer and employs team members without regard to race, colour, ancestry, place of origin, political belief, religion, marital status, family status, physical disability, mental disability, sex, sexual orientation, gender identity or expression, age, or any other protected personal characteristic

Results, Recognition, and Rewards: At TFG, we are driven by results and committed to recognizing and rewarding your achievements. Through performance-based rewards and growth opportunities, your contributions are valued and acknowledged, motivating you to continue excelling in your role.

Growth opportunities and supportive leadership: Our leaders are committed to your professional growth and success. They provide guidance, resources to help you develop your skills, expand your knowledge, and achieve your career goals within the organization.

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.

Promoveo: TFG Financial celebrates choice and offers the ability to work in office (Vancouver, BC), hybrid or remote (for most roles). We know that our team members are the most important part of our business and we trust in our team members to work in a way that provides them the ability to succeed in their work.