Associate Account Executive

BHG Financial; United States; On-site; USD 52,000 - 130,000; Full time

Job summary

Join a dynamic team at a leading financial services company focused on transforming talented employees into business leaders. As an Associate Account Executive, you'll leverage your communication skills to assess customer needs and recommend tailored financial solutions. Thrive in a fast-paced environment where your sales acumen will be key to success. Enjoy a culture that values work-life balance and offers numerous benefits, including competitive PTO and wellness initiatives.

Benefits

Medical/Rx/Dental/Vision coverage

Competitive PTO and vacation policies

Wellness Weekends

401(k) plan with employer contributions

Company-sponsored training and certification

Quarterly award ceremonies

Volunteer opportunities through BHG Cares

Qualifications

• 1-5 years of experience in a professional setting, preferably in sales.
• Proven demonstration of intellect, drive, and executive presence.

Responsibilities

• Analyze customer assets and advise on financial products.
• Market and promote company products to clients.
• Engage in high-level cold-calling to close new accounts.

Skills

Communication

Presentation

Sales Acumen

Prospecting

Education

Bachelor’s degree

Job description

Are you ready to join a growing team that puts a premium on productivity and has an award-winning culture centered around transforming talented employees into effective business leaders? Then BHG Financial is the place for you.

In 2001, we started with an idea, an opportunity, and $25,000. Back then, our focus was strictly on serving those in the medical industry. With healthcare in our heritage, we soon expanded to serve high-earning professionals in many other industries, providing all with leading-edge financial solutions, including our extensive network of community banks.

Today, BHG Financial has firmly established its legacy as a leader in the financial services space. Founded on the philosophy of a better way to borrow, we are dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solutions, a hassle-free process, and personalized concierge service.

Our relentless commitment to the success of our customers is part of what has made BHG Financial thrive. We take a 360-degree view of our customers to tailor the best solutions for their financial aspirations. Today's professionals have multiple sources of income, not just their paycheck. Therefore, it is essential to factor those in when making responsible lending decisions. Our continued focus on data, analytics, and proprietary modeling has enabled faster funding for our customers.

From business to personal loans to relationships with community banks, the country’s top professionals and business owners rely on us for our exceptional financial solutions and concierge service to continue their success and legacy.

Who You Are

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.

What You'll Do:

• 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 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
  
  
  
  

What You'll Need

• 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
• 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
  
  
  
  

Life at BHG Financial

At BHG Financial, we work hard and aren’t afraid to take risks. Since the beginning, our core values of PMA (positive mental attitude), team player, and loyalty have been the driving force behind every interaction we have between each other and our customers. We have a healthy respect for the daily grind, yet we value work/life balance. We believe that all employees should have the opportunity to lead and that good ideas can come from anyone. From the top down, our leaders are actively involved not only in strategic oversight and running the business, but also in the well-being and growth of all employees. We consider people our #1 asset, and help employees realize their full potential, set and exceed their goals, and explore new opportunities for personal and professional development.

Why You Should Join BHG Financial

We strive to offer amenities, opportunities, events, and programming that support the interests of our teams, while furthering the culture that makes us Great Place to Work certified. Some of the benefits you can expect when you join BHG Financial include:

• 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
  
  
  
  

If you’re ready for a career where you can exercise your passions, be surrounded by co-workers who are relentlessly committed to service, and have a team-player mindset, apply today!

BHG Financial is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. BHG Financial is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Consulting

• Industries

  Financial Services and Hospitals and Health Care

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