Associate Account Executive

Summary

Join BHG Financial, a growing company with an award-winning culture focused on developing employees into business leaders. We offer innovative financial solutions to professionals and businesses. As an Associate Account Executive, you will analyze customer information, recommend financial products, and market our services. You will need strong communication, presentation, and sales skills. The ideal candidate is self-driven, ambitious, and thrives in a fast-paced environment. BHG Financial provides a supportive work environment with opportunities for professional development and a strong emphasis on work-life balance. We offer a comprehensive benefits package including medical, dental, vision, PTO, 401k, and more.

Requirements

• Bachelor’s degree highly preferred
• 1-5 years of experience in a professional setting, preferably with evidence of prior success in sales
• 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
• Show strong prospecting skills, including the ability to engage in high-level cold-calling to qualify and close new accounts
• 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

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