Associate Account Executive

BHG Financial; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Training & certification

Bonuses & PTO

Job summary

BHG Financial is seeking a results‑driven sales professional to assess client needs and promote our financial solutions to professionals, small businesses, and institutions.

You will conduct high‑level outreach, document activity in the CRM, travel for initial training and meetings, and build long‑term client relationships while achieving growth targets.

This role offers opportunities for bonuses, comprehensive benefits, and ongoing professional development within a collaborative team.

Qualifications

• Bachelor's degree highly preferred.
• 1–5 years of experience in a professional setting.
• Proven sales acumen and executive presence.
• Strong communication and presentation skills.
• Competitive, goal-oriented mindset.
• Ability to travel for initial training and minimal annual team meetings.

Responsibilities

• Analyze and assess customer assets, income, and debts to recommend suitable financial and loan products
• Market and promote company products and services to current and potential clients
• Perform high-level cold-calling to qualify and close new accounts
• Document all sales activity using the company CRM
• Follow up on new leads and referrals from phone and field activity
• Establish and maintain long‑term client relationships

Skills

Sales acumen

Executive presence

Strong communication

Presentation skills

Goal-oriented mindset

Travel readiness

Education

Bachelor's degree

Job description

Responsibilities

• Analyze and assess customer assets, income, and debts to recommend suitable financial and loan products
• Market and promote company products and services to current and potential clients
• Perform high-level cold-calling to qualify and close new accounts
• Document all sales activity using the company CRM
• Follow up on new leads and referrals from phone and field activity
• Establish and maintain long‑term client relationships

Requirements

• Bachelor's degree highly preferred
• 1-5 years of experience in a professional setting
• Proven sales acumen and executive presence
• Strong communication and presentation skills
• Competitive nature and goal‑oriented mindset
• Ability to travel for initial training and minimal annual team meetings

Benefits

• Medical, Rx, Dental, and Vision coverage
• Competitive PTO and vacation policies
• One Friday off each month for Wellness Weekends
• 401(k) plan with employer contributions after one year
• Company‑sponsored training and certification
• Quarterly award ceremonies and bonuses

About the Company

BHG Financial is a leader in the financial services space, providing innovative financial solutions to accomplished professionals, small businesses, and institutions. Founded on the philosophy of a better way to borrow, the company focuses on data, analytics, and personalized concierge service to help clients build upon their success.