Account Manager

Summary

Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. We started in 2001 serving the medical industry and have expanded to serve high-earning professionals across various sectors. We offer leading-edge financial solutions and personalized concierge service. Our commitment to customer success is driven by a 360-degree view of their financial needs, leveraging data and analytics for faster funding. We're seeking a motivated sales professional passionate about delivering exceptional client experiences and thriving in a fast-paced environment. BHG Financial offers a supportive and rewarding work environment with various benefits and opportunities for professional growth.

Requirements

• Love of a fast-paced environment
• Prior customer service and sales experience
• Strong ability to take initiative and confidently direct customer interactions
• Detail and task-oriented
• High prioritization and organizational skills
• Able to meet performance deadlines and expectations, proven ability to set and hit goals
• Never believe in settling, find ways to overachieve
• Knowledge of credit card products
• Strong written and verbal communication skills

Responsibilities

• Assist our client base of professionals in activation and usage of our credit card products
• Manage the client relationship from card approval throughout the account lifespan
• Ability to properly articulate our card benefits and features
• Ability to uncover client needs and articulate value propositions in a clear and concise way
• Answering client questions regarding BHG and credit card terms and conditions
• Connect with our cardholders on a daily basis
• Understanding and promotion of BHG and more specifically credit card programs
• Maintaining and documentation of client interactions and activities

Preferred Qualifications

• Experience and understanding of credit profiles are a plus
• Knowledge of Microsoft Office Suite (Word, Excel, Outlook), Salesforce a plus

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program