What are the responsibilities and job description for the Account Manager / Team Leader – Business Financing position at First Class Business Group Inc?
Account Manager / Team Leader – Business Financing
HOT LEADS DAILY DIALER SYSTEM CRM INBOUND MARKETING UNCAPPED COMMISSIONS
First Class Business Group is seeking motivated Account Managers and Team Leaders to join our growing financial sales organization.
This is a full-time, in-office sales position for competitive, motivated individuals who want to build a book of business, develop long-term client relationships, and grow within a rapidly expanding company.
Compensation
Weekly Commission Potential: $500 – $4,000
First-Year Earning Potential: $150,000
Base salary opportunities may be available depending on experience and position.
We offer a transparent, aggressive commission structure with uncapped earning potential, along with daily and weekly performance bonuses.
Why First Class Business Group?
At First Class Business Group, we pride ourselves on our ability to tailor financing solutions around the needs of each individual business.
We work with businesses across a wide variety of industries throughout the United States and have access to an extensive network of banks, lenders, and capital providers.
Our goal is simple: put our clients in the strongest financial position possible and build relationships that continue quarter after quarter and year after year.
Our financing products include:
- Business Lines of Credit
- Working Capital
- Term Loans
- Equipment Financing
- Real Estate & Bridge Financing
- Customized commercial financing solutions
We provide our sales team with the leads, technology, lender relationships, marketing infrastructure, and support necessary to succeed.
We Provide the Tools
Our Account Managers are equipped with a full technology and sales stack, including:
- HOT leads delivered daily
- Convoso Dialer System
- Zoho CRM
- Zoho sales and communication tools
- DocuSign
- Adobe Acrobat
- Microsoft Outlook / Microsoft 365
- Business texting and SMS tools
- Inbound marketing leads
- Automated lead management and follow-up systems
- Dedicated underwriting and management support
- Extensive lender and financing network
This allows our sales representatives to focus on what matters most: connecting with business owners, building relationships, and closing deals.
Account Manager Responsibilities
- Connect with new business owners and prospective clients
- Generate new business by consistently working company-provided leads
- Qualify merchants and understand their financing needs
- Manage an active pipeline of qualified opportunities in Zoho CRM
- Utilize Convoso, Zoho, DocuSign, Adobe, Outlook, texting, and other sales tools throughout the financing process
- Maintain consistent phone, email, and text communication with clients
- Collect applications, bank statements, and required financial documents
- Work alongside underwriting and management to structure financing opportunities
- Present financing options to new and existing clients
- Follow up aggressively and professionally throughout the sales cycle
- Develop long-term relationships that generate renewals and repeat business
- Report daily, weekly, and monthly progress to management
- Meet and exceed individual production goals
Team Leader Responsibilities
Our Team Leaders are expected to lead from the front while managing and developing their Account Managers.
Responsibilities include:
- Manage and oversee Account Managers throughout the daily sales cycle
- Monitor lead activity, follow-up, pipelines, and production
- Help Account Managers structure and advance active opportunities
- Present and close financing offers with new and existing clients
- Assist representatives with objection handling and closing strategies
- Conduct individual and team sales training
- Monitor activity through Zoho CRM and Convoso
- Establish daily, weekly, and monthly production targets
- Hold team members accountable for activity and performance
- Motivate and develop Account Managers
- Work closely with senior management and underwriting
- Maintain personal production while helping drive overall team revenue
What We're Looking For
We are looking for individuals who are:
- Highly motivated and financially driven
- Competitive and goal-oriented
- Confident speaking with business owners over the phone
- Strong communicators and relationship builders
- Comfortable making a high volume of outbound calls
- Consistent and persistent with follow-up
- Organized and capable of managing multiple active opportunities
- Comfortable working within a CRM and modern sales technology
- Coachable and eager to improve
- Able to thrive in a fast-paced, performance-driven environment
- Interested in building a long-term career in financial sales
For Team Leader candidates, previous closing, management, or business financing experience is strongly preferred.
Experience
- Sales experience: 1 year required
- Business Funding / MCA / Commercial Finance experience preferred
- B2B sales experience preferred
- Phone sales or high-volume sales experience is a plus
- Closing experience strongly preferred for Team Leader applicants
- Bachelor's degree preferred, but not required
What We Offer
- $500 – $4,000 weekly commission potential
- Base salary opportunities depending on experience
- Uncapped commission structure
- Daily and weekly bonuses
- Hot company-provided leads
- Inbound marketing opportunities
- Convoso Dialer System
- Zoho CRM and sales technology
- Dedicated underwriting support
- Extensive lender network
- In-house real estate financing
- Paid training and ongoing sales development
- Opportunity to build your own book of clients
- Renewal and repeat business opportunities
- Opportunity to advance into Team Leader and senior management positions
- Energetic, competitive, entrepreneurial work environment
Schedule
Full-Time
Monday through Friday
Work Location: In Person
Join First Class Business Group
This is an opportunity for someone who wants more than just another sales job.
You will have access to daily leads, a complete sales technology stack, multiple financing products, strong lender relationships, experienced underwriting support, and uncapped earning potential.
We are continuing to expand and are looking for motivated sales professionals who want to grow with us.
If you're hungry, competitive, confident on the phone, and ready to build a serious book of business, apply today to join First Class Business Group.
Pay: $500.00 - $3,000.00 per week
Experience:
- Sales: 1 year (Required)
Ability to Commute:
- Woodbury, NY 11797 (Required)
Work Location: In person
Salary : $150,000