Growth-Driven Financial Solutions Account Executive

Remote; San Francisco (CA); Presencial; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical coverage

Paid time off

Wellness Fridays

401(k) plan

Training opportunities

Bonuses

Volunteer opportunities

Descripción de la vacante

BHG Financial in San Francisco is seeking an Associate Account Executive to drive new business and nurture relationships with professionals and small businesses. You will analyze client needs, promote financial solutions, and manage leads with a top-tier service mindset.

You’ll collaborate with a fast-paced team, leverage CRM tools, and pursue high-quality opportunities through strategic outreach and presentations while delivering a superior client experience.

Formación

• Bachelor’s degree highly preferred.
• 1-5 years in a professional sales setting, with evidence of prior success.
• Proven demonstration of intellect, drive, executive presence, and sales acumen.
• Competitive nature and goal-oriented mindset.

Responsabilidades

• Analyze customer assets, income, debts to advise best financial products.
• Market and promote products to current and potential clients.
• Engage in high-level cold-calling to qualify and close new accounts.
• Display excellent communication and presentations with top-notch customer service.
• Document activity using our CRM.
• Follow up on new leads and referrals.
• Establish and maintain client relationships.

Conocimientos

Communication skills

Presentation skills

Prospecting

Closing deals

Sales acumen

Executive presence

Educación

Bachelor’s degree

Herramientas

CRM

Descripción del empleo

BHG Financial in San Francisco is seeking an Associate Account Executive to drive new business and nurture relationships with professionals and small businesses. You will analyze client needs, promote financial solutions, and manage leads with a top-tier service mindset.

You’ll collaborate with a fast-paced team, leverage CRM tools, and pursue high-quality opportunities through strategic outreach and presentations while delivering a superior client experience.