Note: The job is a remote job and is open to candidates in USA. BHG Financial is a financial services company providing innovative lending and financial solutions to professionals, small businesses, and institutions. The Associate Account Executive analyzes customer financial information, recommends appropriate loan products, markets company services, develops client relationships, and manages sales activity through a CRM.
Responsibilities
- Associate Account Executives will utilize independent discretion and judgment to 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 presentation skills with a 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
Skills
- You are a motivated professional who is passionate about providing innovative solutions to current and potential customers
- You excel at communication and presentation and have experience working closely with customers to asses needs
- You are self-driven, ambitious and thrive in a fast-paced environment where you can market and promote company products and services to current and potential customers
- 2-5 years of experience in a professional setting, preferably with evidence of prior success in sales, not ultimately needed
- 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
- Travel requirement: Within the first 6 months of employment, all employees will travel to attend the BHG All Oars Experience. Following this event, ongoing travel is minimal—approximately 5% annually—for team on-sites, meetings, and cross-functional collaboration
- • A bachelor's degree is highly preferred
Benefits
- Top-notch training and support through the 90-day Sales Academy; during this training period, employees are in probationary status and are not yet eligible for commission or benefits.
- Upon successful completion of the 90-day Sales Academy, conversion to a full-time Account Executive with eligibility for commission, benefits, and continued career growth.
- 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 the BHG Cares program.
Company Overview