Associate Account Executive

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. We started in 2001 serving the medical industry and expanded to serve high-earning professionals across various sectors, offering innovative financial solutions. We are dedicated to helping professionals and businesses succeed through personalized service and data-driven lending decisions. As an Associate Account Executive, you will analyze customer information, recommend financial products, market company services, and build client relationships. BHG Financial values work-life balance and offers numerous benefits, including comprehensive health insurance, paid time off, a 401(k) plan, and professional development opportunities.

Requirements

• Proven demonstration of intellect, drive, executive presence, and sales acumen
• Competitive nature. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same

Responsibilities

• Analyze and assess information related to customer assets, income, debts and decide which financial and loan products best meet the customer’s needs and financial circumstances, and advise customers accordingly regarding the advantages and disadvantages of different financial products
• Market and promote company products and services to current and potential clients
• Our best sales professionals show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accounts
• Sales Executives will display excellent communication and presentations skills with top-notch customer service approach
• Document activity using our CRM
• Follow up on new leads and referrals resulting from phone and field activity
• Establish and maintain current client and potential client relationships

Preferred Qualifications

• Bachelor’s degree highly preferred
• 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales - not ultimately needed

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