Partner Production Specialist

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. As a Partner Production Specialist, you will manage relationships with strategic partners, ensuring efficient lead tracking and conversion. You will collaborate with internal sales teams, analyze partner data, and create performance reports. The role requires strong relationship management, communication, and analytical skills. BHG Financial offers a comprehensive benefits package including medical, dental, vision, PTO, wellness weekends, a 401k plan, training opportunities, and quarterly bonuses. The company values work/life balance and employee growth. Apply today to join a team committed to service and teamwork.

Requirements

• Ability to manage external partners with a focus on relationship-based sales/referrals
• Strong relationship management skills with a solutions-oriented approach
• Excellent written and verbal communication skills, with the ability to tailor messages to different audiences
• Ability to prioritize tasks, multitask efficiently, and manage time and resources across multiple partnerships
• An analytical mindset with comfort in reviewing performance data and turning insights into action
• Proactive, organized, and comfortable working in a fast-paced, results-driven environment
• Familiarity with CRM systems (e.g., Salesforce)

Responsibilities

• Manage day-to-day relationships with active BHG Strategic Partners to ensure seamless collaboration and performance alignment
• Provide proactive updates to partners regarding the status and performance of referred lead flow, addressing inquiries and highlighting opportunities for improvement
• Collaborate closely with the BHG Sales team to ensure partner leads are prioritized, contacted, and progressing through the sales funnel effectively
• Analyze partner lead data to identify trends, resolve bottlenecks, and propose actionable solutions that improve conversion rates and overall partner satisfaction
• Monitor partner pipeline activity and produce regular performance reports for internal stakeholders and partner accounts
• Identify and escalate operational or performance issues early, and work cross-functionally to develop resolutions
• Support strategic initiatives aimed at expanding lead volume and improving the quality of partner-generated opportunities

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